AI strategic planning software for business coaches
Build your client's plan before the first session. Then watch them run it every week.
Drop in a client's website. Catipult drafts the strategic plan, the KPIs with owners and targets, and the weekly meeting rhythm. You edit it in your voice. Your client's team logs in and runs it every week, and you track their progress between sessions from your coach portal.
Watch the 1-minute overview
- Plans in English and Spanish
- Works from your client's website
- Your client's team runs it weekly
- Your method, your templates
What is Catipult?
Catipult is AI strategic planning software that business coaches share with their clients. The coach builds the strategic plan, the KPI scorecard and the weekly meeting rhythm. The client's team logs in every week to update their KPIs and run their meetings. The coach tracks every client's progress from one coach portal. Coaches use it free, and client companies are never billed.
Built for
- Independent business coaches
- EOS, Scaling Up and executive coaches
- Fractional executives and consultants
- Advisory and accounting firms
- Coaching networks and franchisors
Who uses Catipult, the coach or the client?
Both. You build the plan. Your client's team runs it every week. You see every number between sessions.
You, the coach
- Build and edit the strategic plan
- Track every client's progress in your coach portal
- Step in when a KPI stalls
- Keep your method, your client and your fee
What you see
Your client's team
- Log in every week
- Update their own KPIs
- Run the weekly meeting inside Catipult
- Own their action items and due dates
What your client sees
From strategy to action, in one minute
Why good plans fade, and how Catipult keeps your client's plan running between sessions.
How it works
How does Catipult work? From a website to a weekly rhythm your client runs.
1 · Draft
Paste the website.
The plan, KPIs across the six value drivers, roles and owners appear in minutes.
2 · Edit
Make it yours.
Rename, cut, add the one thing only you would know. Export a client-ready PDF.
3 · Run it
Your client's team logs in.
Your client runs the plan between sessions. Weekly meetings open with the numbers and end with action items that have owners and due dates.
4 · Stay in the loop
See what happened.
Every meeting and KPI update shows up in your coach portal. You walk into the next session knowing what happened.
See where the plan breaks before your client lives it.
Every person on your client's team will get an AI counterpart with their role and workload. Run the quarter forward and watch which KPIs move and which stall. Then fix the plan, not the post-mortem.
Book 30 minutesEvery operating system built for coaches assumes the scorecard already exists.
They help you run it. We write the first draft.
Coaching software features: plans, KPI scorecards, meetings and AI.
First draft
Paste a client's website, get their plan in minutes. English or Spanish.
Scorecard
The numbers that run this client's business, built on their real pain points, each with an owner and a target.
Your client's whole team, inside
The owner, the managers and the team each log in and see their own part. Blocked work shows up before it costs a week.
Weekly rhythm
Meetings run inside Catipult: KPIs first, then the agenda, then action items with owners and due dates.
Your prep partner
An AI coaching assistant that knows your method and your clients. Ask it about any client before the session.
Client-ready PDF
A strategy plan you can send that afternoon, with your name and photo on the cover. With your logo on Branded and Fully Custom.
The coach portal
Every client in one place. See who needs you this week.
Log in and see each client's plan, KPIs, team and last meeting. Clients that need attention are flagged and listed first.
- Your plan link. Prospects build their own plan from your link and land in your client list, tagged as yours.
- Private notes. Notes on every KPI and client that only you can see.
- Coaching DNA. Your principles, frameworks and red lines, carried by the AI assistant in every answer.
- Content for your practice. LinkedIn posts and newsletters drafted from your own documents.
The method underneath
Valuation First: KPIs that raise company value
Every KPI ties back to what makes your client's company worth more. Six drivers, the same ones a buyer looks at.
Read the methodology →- Leadership
- Employees
- Customers
- Financial Partners
- Cash
- Growth
What coaches and business owners say about Catipult
“I've tried many systems and there is nothing that compares to Catipult.”
“I believe the real power behind this process is that it allows one to run a company with intention.”
“Our team utilizes a version of this tool and we have white-labeled it for our coaching practice. It allows us to help our clients develop a game plan and stick to it by identifying and completing top level KPIs. The AI associated with it allows our clients to create tasks to eliminate the challenges the company is having and increase its valuation.”
For networks and franchisors
One method across every coach in your network.
Talk to us about bringing your methodology to every coach in your network.
Frequently asked questions
Do my clients use Catipult too?
Yes. The coach builds the strategic plan, and the client's owner, managers and team log in every week to update their KPIs and run their meetings. Client companies use Catipult free and are never billed.
What does my client see in Catipult?
Their own strategic plan, KPI scorecard and weekly meetings. Each person sees their part, with owners and due dates. Your private notes on each client stay visible only to you.
What happens to the plan if I stop coaching a client?
Your client keeps their company in Catipult, with the plan, KPIs, meetings and history. Ending the coaching removes it from your client list; nothing is deleted.
Is Catipult free for business coaches?
Yes. Coaches use Catipult with their clients at no cost, and client companies are never billed. The only paid options are Branded, $500 a month, which puts your logo and colors on the platform, and Fully Custom, $1,000 a month, which runs it on your own domain with no Catipult branding.
How is Catipult different from Ninety or other EOS software?
Ninety and similar tools help a team run a scorecard that already exists. Catipult builds the first draft: it reads a client's website and drafts the strategic plan, the KPIs and the meeting rhythm, which the coach then edits. Teams run their weekly meetings in Catipult, so the coach sees every KPI and action item between sessions.
Can Catipult build a strategic plan from a company's website?
Yes. Paste a client's website and Catipult drafts a strategic plan with KPIs across the six Valuation First drivers, each with an owner and a target. The coach reviews and edits the draft before the client sees it.
Does Catipult replace the coach?
No. The AI drafts and prepares, and the coach decides. Coaches add their own principles and frameworks as Coaching DNA, so the assistant works inside their method. The client relationship and the fee stay with the coach.
Try it on a client you know well.
That's the honest test. If the draft misses, you'll see it in minutes.