White-label quarterly planning software
The quarterly operating system for business coaches.
Your clients plan their quarter in a guided web app that carries your logo, your colors, your methodology. They arrive at session day with the work already done — and the plan stays alive for all thirteen weeks instead of dying in a Word document.
Live on your domain in about a week · Nothing for your clients to install, learn, or log into.
Which matters more this quarter?
The thinking is world-class. The container is from 2009.
The problem
Every quarter, the same three failures.
Not because the method is wrong — because a document cannot run a process.
Clients show up unprepared
The pre-work lives in an email attachment nobody opens twice. Session day starts with data entry instead of decisions, and you burn the first ninety minutes rebuilding context.
The scoring never happens
Prioritization worksheets with ‘press F9 to calculate’ get skipped. So the quarter starts with a wish list rather than a ranked, defensible set of priorities.
The plan disappears by week three
Ninety days of execution guided by a file last opened the day it was written. Then everyone is surprised at review time, and the next session starts from zero again.
Guided quarterly flow
A path your clients actually finish.
Look back, read the numbers, set the annual goals, surface what is in the way, prioritize, commit, schedule. Seven steps, one at a time, with everything saved as they go. No blank page, no scrolling through a 24-page workbook to find where they left off.
- Autosaves — clients can stop and come back
- Prior quarter carries forward, so nothing is retyped
- Your language on every screen, not ours
What is in the way?
The 13-week schedule
| Priority & owner | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Re-price top 20 SKUsDana R. · due wk 6 | |||||||||||||
| Hire 2 estimatorsMarcus T. · due wk 9 | |||||||||||||
| Document reorder processDana R. · due wk 4 | |||||||||||||
| Launch referral programPriya S. · due wk 12 |
Head-to-head prioritization
Ranked priorities, not a wish list.
Candidate priorities face off two at a time. One click per pair, and a defensible ranked order falls out the other side — with the reasoning visible when a client asks why number four did not make the cut. The math that used to hide in a spreadsheet now happens in front of them.
- Pairwise comparison, weighted by your own criteria
- The ranked list updates live as they decide
- Session day becomes a review, not a scoring exercise
steps, start to committed quarter
weeks scheduled, owned and dated
clients on one flat subscription
from your logo to your live planner
No per-seat pricing, no client licences, no minimums.
White-label by default
Your clients see your product. QuarterOS stays invisible.
Your logo in the header, your colors on every button, your domain in the address bar, your words on every prompt. There is no QuarterOS badge, no ‘powered by’ line, and no upsell aimed at your clients. You are the software company as far as they are concerned.
- Runs on your domain or a subdomain of ours
- Your methodology and terminology, not a rebranded framework
- Nothing sold to your clients, ever
The numbers that call the quarter
| Gross margin % | goal 44% | 41.8% |
| New MRR | goal $12k | $13.4k |
| Quote turnaround | goal 3 days | 6 days |
| Estimator seats filled | goal 2 | 0 |
| Cash on hand | goal 60 days | 71 days |
Scorecard & execution
The quarter stays alive after session day.
Every commitment gets an owner, a due week, and a weekly mark across all thirteen weeks. The scorecard carries the five to nine numbers that actually call the quarter. When you open the plan in week seven, you are looking at the truth, not a memory.
- Weekly marks build a real execution record
- Red / yellow / green against the client’s own goals
- Print the whole quarter as a branded workbook any time
How it works
Live before your next planning day.
Send us your brand and your method
Logo, colors, and your workbook or method notes. Keep whatever framework you run — it is yours, and it stays yours. If you do not have one written down, ours is included.
We build and launch
Your branded planner, live on your domain in about a week. We host it, maintain it, update it and support it. You approve the language before it goes live.
Hand every client a link
That is the entire rollout. No accounts to provision, no software to train, nothing to install. The next client you onboard gets the same link.
Pricing
Flat pricing. Unlimited clients.
Bill it into your program at $25 per client per month and twenty-five clients turn it into a profit center. Or simpler: if it keeps one client engaged one extra quarter, it paid for the year.
Founding cohort — 10 seats
Rate locked for life. Ten seats, then this closes.
- Everything in Standard
- Rate locked for life — never repriced
- Direct line to the roadmap: you spec the Coach Dashboard
- Optional case-study feature when you are ready
Standard
Month-to-month after setup. Cancel any time, plans export cleanly.
- Your fully branded planner, live on your domain
- Unlimited clients — flat rate, no seats
- Hosting, maintenance, updates and support
- Printed workbooks and data exports included
Setup is one payment. The subscription is month-to-month after that — no annual contract, no per-client fee, no charge to your clients.
The coach console
Your whole book, sorted by who has gone quiet.
Every client on one screen with their quarter, their progress and how long since anything moved. The list sorts itself by silence, because the client you have not heard from in fourteen days is the one who needs you this week — and that is the hardest thing to notice across twenty engagements.
- Progress rollup on every client’s quarter
- Days-since-activity flag on each one, sorted worst-first
- Their private planner link, one click away
- Automated nudges and the pre-session brief are next — founding partners set that order
Every client, one screen, before session day
| Hendrick Manufacturing | 8 / 9 actions on track | |
| Coastal HVAC | KPI trailing since wk 6 | |
| Marlow Legal | no activity 14 days | |
| Beacon Dental | quarter plan complete |
FAQ
Fair questions.
Does QuarterOS force a specific methodology?
No — that is the entire point. It ships with a proven quarterly structure (look back, scorecard, annual goals, issues, prioritization, commitments, 13-week schedule) and then adapts to your language, your criteria and your sequence. If you run your own framework, it becomes software. If you do not have one written down, ours is included and it is yours to change.
Do my clients pay QuarterOS anything?
Never. You are the customer; your clients are yours alone. Most coaches either include the planner in their program or bill it as a line item — at $25 per client per month it typically out-earns the subscription several times over.
How long does setup actually take?
About a week from the day we have your logo, colors and method notes. Most of that week is us turning your language into screens and you reviewing it. There is nothing for you to install and no data to migrate.
Where does client data live?
In your planner, on infrastructure we run and maintain. Plans export as clean files any time, nothing is sold, mined or shared, and when the Coach Dashboard ships, plan sharing stays opt-in per client. The full detail is on our security page.
What happens if I cancel?
Month-to-month after setup. If you leave, your clients’ plans export cleanly and every workbook you printed stays yours. We do not hold your practice hostage over a subscription.
See it with your own brand on it.
Fifteen minutes. We will walk the flow, answer the awkward questions, and show you what your clients would see with your logo in the corner.
White-label quarterly planning software for business coaches. Your methodology, your brand, your clients — as software they will actually finish.
A Caliber Technology Group × DiamondBack Advertising venture.