Coaching delivery.
Built for more clients.
12× client capacity with a connected coaching backend.
A relationship-coaching practice had more demand than its delivery setup could support. Client information was fragmented, and coaches prepared by rewatching consultations.
The starting point.
Sales and coaching records were disconnected. Onboarding was slow, session notes lacked a shared structure, and adding coaches created more coordination work.
The implementation.
OMD built CoachOS, a delivery system connecting Close CRM and Airtable. Client profiles received consultation context, while structured session logs and a capacity dashboard helped coaches prepare and coordinate their work.
The results in context.
Six weeks after launch, the practice reported 12× client capacity, 60% less session preparation time, and no additional operations hires. Capacity describes the ability to serve clients; it is not a count of new clients acquired.
Outcomes are reported for this individual engagement.
30 minutes to discuss your bottleneck, priorities, and fit.
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