Fitness Coach · Excel workbook · 33 sheets

Coach Practice OS

Replaces CoachAccountable + Calendly ~$59/mo save ~$708/yr 10-yr: keep ~$7,061

Life and business coach back-office, $0/mo recurring. Replaces CoachAccountable + Calendly Pro. Package Tracker handles sessions-used-vs-remaining, renewal-risk scoring, silent-client detection, and package-mix profitability. Pair with Calendly free for booking. Now includes Decision Brief, Industry Playbook, Forecast Engine, Control Checks, Command Center, and more. Built for 2026 with industry outlook, scenario watchlists, and decision-routing already wired. Company-ready control checks, weekly review flow, and sign-off-ready print output are already included.

For Solo life, business, executive, and career coaches running 8–25 active clients across multiple packages
Not for Teams that need real-time database sync, custom app workflows, or enterprise approvals across many users.
Coach Practice OS.xlsx · Client Roster
Active Clients 11
Pkg Revenue $22k
High Risk 3
Client Package Total Used Remaining Renewal Risk
Mia P. Career Reset 12 12 7 5 Low
Sarah C. Career Reset 12 12 4 8 High
Marcus F. Leadership Monthly 4 4 0 High
START HERE Client Roster Package Tracker Coach Dashboard Print Reports Data Import +27 more
  • START HERE
  • Client Roster
  • Package Tracker
  • Coach Dashboard
  • Print Reports
  • Data Import
  • Companion Tools
  • Assumptions
+ 25 analytical & operator sheets
  • Lookup Tables
  • Industry Playbook
  • Scenario Analysis
  • Command Center
  • Scenario Lab
  • Execution Board
  • Retention Risk Protocol
  • Critical Issues Radar
  • Deep Analytics Lab
  • Settings & Targets
  • Weekly Review
  • Decision Brief
  • Forecast Engine
  • Stats Engine
  • What-If Solver
  • Pareto & Trend
  • Time Log
  • Monthly Summary
  • Goal Tracker
  • Period Comparison
  • Activity Journal
  • Control Checks
  • Membership Lifecycle
  • Coach Utilization
  • Progress Milestones
  1. 01

    Open the .xlsx in Excel, Google Sheets, or Apple Numbers

    Sample data is pre-loaded so every dashboard works the moment you open it. Look around. Click cells. See the formulas.

  2. 02

    Replace the sample data with your numbers

    Paste a CSV from CoachAccountable + Calendly, type directly into the input sheets, or import month by month. The workbook recomputes automatically.

  3. 03

    Read the dashboards

    33 sheets across KPI dashboards, forecasts, and traffic-light alerts. They update as you log. No buttons to press.

Can I edit the formulas?

Yes — input cells, targets, and assumptions are editable. Logic sheets stay protected so the workflow remains stable while you customise the system.

Does it work in Google Sheets?

Best in Excel. You can open the .xlsx file in Google Sheets or Apple Numbers, but review formulas, formatting, and recalculation after import.

Is this a one-time purchase?

Yes — pay once and own it forever. No subscriptions, no monthly fees, no accounts required.

What if the template is not right for me?

We offer a 7-day review window. Contact support and we will sort it out.

one .xlsx file. pay once. yours to keep, edit, and run on Excel, Google Sheets, or Numbers — no vendor can revoke access.

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