Coaching automation software that handles the repetitive admin
CoachevaOS automates the repetitive parts of running a coaching practice: new-client onboarding drafts, session notes turned into follow-ups, and automatic reminders for meetings, tasks, and stale leads, so a coach's time goes back into actual coaching, not admin.
Automatic new-client onboarding
When a new client completes intake, CoachevaOS can automatically draft a welcome message, suggested goals, and a first check-in task. A coach reviews and accepts before anything sends.
Session notes into follow-ups, automatically
The AI session assistant turns a session note (typed or a short voice recording) into a summary, action items, and a draft follow-up message in one step.
Notifications that do the checking for you
Meeting reminders, overdue tasks, subscription expirations, and stale leads all surface automatically. Nobody has to remember to go looking.
“I finally have one place to open every morning instead of five.”
Maya Torres · Fitness coach · Austin, TXFrequently asked questions
In CoachevaOS: new-client onboarding drafts (welcome message, suggested goals, first task), session notes turning into follow-up drafts, and automatic notifications for meetings, overdue tasks, and stale leads. Every AI-drafted item is reviewed by the coach before it reaches a client.
No, every automated draft (onboarding welcome message, follow-up, suggested goals) is reviewed and can be edited by the coach before anything is sent or assigned.