Advisor OS / Founder coaching
Founder coachingFounder coaching so a day with clients isn't a day of the team waiting on you
See where the work stands without chasing updates, and let follow-ups go out on their dates. We set it up with your team and coach them on it.
30 minutes, times shown in your timezoneIllustrative. We start with one of these, and move to the next once it holds.
You're stepping into threads that shouldn't need you
Your team is capable and busy. But the work still runs through you, so when you're out, the work waits.
- You ask for the same update twice, then rebuild the numbers by hand on Friday.
- Follow-ups go out when you remind someone, and not before.
- Questions the team could answer land in your chat at 9pm.
- Leads live in chats and a spreadsheet that only you join up.
Take one thread off you, then the next
We don't hand you a template. We start with whatever comes back to you most, and add the next piece once it holds.
- Find itWe map the updates, follow-ups and decisions that still rely on you, and pick the one that comes back most.
- Set it upThe team's activity, leads and follow-up dates go into one place they use.
- Coach itWe work with the team until it runs without your reminder, and drop what isn't useful.
- Take the next oneOnce a thread runs without you, we start on the next.
Stop asking for the same update twice
The team logs what they did, and the board shows it. Who hasn't logged in days shows up too, so you know who to ask.
- What each person did this week, on one board
- Ask who needs attention this week, answered from the team's own activity
Stop reminding people to follow up
Every lead carries a stage and the date someone promised to come back. The team works from those dates, and you can see every lead's next step without asking.
- A next date on every lead
- Each lead's next step, visible to you and to them
- Enquiries that come in at night can wait for the morning, or go to an AI appointment setter.
Fewer questions your team could answer themselves
We list the questions that keep landing in your chat and agree with you which ones the team can decide. What you agree in a 1:1 becomes a task in their list once you tick it.
- The calls that are theirs, agreed and written down
- The questions that need you still reach you
The week's numbers without rebuilding them on Friday
The numbers come from what the team logs, not from a spreadsheet you fix on Friday night. On Monday morning you get a list of who needs you this week, and why.
- Each person's numbers, from what they log
- A Monday list of who's gone quiet or fallen behind their goal
- The team's weekly reflections, beside your notes
A fit if the work still runs through you. Too early if it doesn't.
This is coaching on how sales and operations run day to day, for founders who still sell and still run the team, and not executive or leadership coaching.
Likely a fit if
- You still sell, and you still run the team.
- Updates arrive in pieces, across chats and a spreadsheet.
- Follow-ups slip in the weeks you're busy with clients.
- You're willing to make who owns what explicit.
Probably too early if
- You work alone, with no recurring handoffs.
- You want a task list or a CRM, and nothing else.
- You want it automated without anyone changing how they work.
- Nobody on the team can own it day to day.
I built Advisor OS after becoming the person every important thread came back to.
The business had capable people and plenty of software. What it lacked was a shared view of what moved, what slipped, who owned the next step and where my judgment was actually needed.
Advisor OS is the help I wanted then. We find the threads that keep coming back to you, set up what holds them, and coach your team until the work moves without you in the middle.
LeoFounder, Advisor OS, SingaporeFounder coaching, answered
What is founder coaching?
It's coaching for the person who started the firm and still runs it. Most founder coaches work on you as a leader, from the CEO role to the board. We work on the sales and operations work that still runs through you, like the update you ask for twice or the follow-up that waits for your reminder.
Is this executive or leadership coaching?
No. We don't coach your leadership style or your next funding round. We work on how the team's day runs: who follows up on what, and which calls are theirs to make.
Am I too early for this?
Probably, if you work alone with no recurring handoffs. It fits once a team waits on you for updates, follow-ups or answers.
Do we need new software?
You'll keep using WhatsApp. Leads, follow-up dates and the team's activity move into ActivityTracker, our own app for the team's leads and activity, which we set up with your team and which your coaching is built on.
My team stopped updating the last CRM. Why would this stick?
Some people won't log at first. Logging a call or a meeting is one tap, and the board shows who hasn't logged in days, so you know who to talk to. Making it a habit is part of what we coach.
How long before I see anything?
Follow-up dates work from the first day. Each person's numbers need about a month of what they log before they mean much.
What does it cost?
We go through that on the call, once we know which thread to start with.
What happens on the 30-minute call?
Bring one workflow that keeps finding its way back to you. We'll map where it stalls, show how we'd set it up and coach it, and tell you plainly whether we're a fit.
Bring one workflow that keeps finding its way back to you
Tell us what keeps coming back to you. We'll come prepared, and tell you which thread we'd take off you first.
30 minutes, times shown in your timezone Not ready to talk? Take the free sales team check first.