Strategic Coaching Tools
We don’t just help coaches and clients leverage AI — we build the tools ourselves. Here’s what we’re working on.
Combine DiSC and other behavioral assessments into one interactive platform for team insights.
Open InnerCircle
Capture your entire business strategy in a single, structured file — machine-readable, version-tracked, and AI-ready.
Open SUMMIT
Convert your QuickBooks P&L and Balance Sheet into Greg Crabtree’s Simple Numbers format with AI-powered classification.
Open Simple Numbers
Facilitate Roger Martin’s “What Would Have to Be True” exercise to validate strategy with your team in real time.
Open HoldsTrue
Turn any PDF or Word report into a professional audio summary, delivered instantly to your inbox.
Open Audkst
Pre-workshop assessment for business owners preparing for ownership transition or exit. Score readiness, identify risks, clarify your vision.
Open Design Your Exit
AI search is eating traditional search. Find out where you stand with a full GEO audit — scored across six dimensions with a prioritized action plan.
Get Your GEO Report
Job shop tracking for South Texas Outfitters. QR scanning, estimating, parts ordering, vehicle intake, and QuickBooks integration.
Open STO Tracking
Exploring what a business operations dashboard looks like — live KPIs, benchmark comparisons, and a real QuickBooks Online connection pulling sandbox data.
Open Dashboard