The product
Everything your workbook does — awake.
QuarterOS is one guided web app your clients open at the start of a quarter and keep open for thirteen weeks. Seven steps in, a ranked, owned, dated plan comes out — wearing your brand the whole way.
The modules
Six pieces, one continuous flow.
Nothing here is a separate product or an upsell. It is one path, and every piece feeds the next.
Step 1–7
Look back, read the numbers, set goals, list what is in the way, prioritize, commit, schedule. One step at a time, autosaved.
The engine
Candidates face off two at a time until a defensible ranked order falls out. The math is visible instead of hidden in a spreadsheet.
After session day
Owners, due weeks and a weekly mark for every commitment, so the quarter has a record instead of a memory.
The truth
The five to nine numbers that actually call the quarter, with a goal, an owner and a weekly reading each.
Your product
Your logo, colors, domain and language. No QuarterOS badge, no ‘powered by’, nothing sold to your clients.
Paper still matters
One click renders the whole quarter as a branded PDF — blank for planning day, filled as the plan of record.
Your side of the desk
Every client on one screen, sorted by who has gone quiet, with progress rollups and their planner links.
No hostages
Clean export of every quarter, any time, at no cost — including on the way out.
Module one
The flow your clients finish.
The single biggest reason pre-work does not come back is that a 24-page document has no idea where you stopped. QuarterOS does. Clients see one question at a time, a rail showing exactly how much is left, and a save button that means something.
- Seven steps, each one screen
- Progress rail so nobody feels lost
- Autosave and resume on any device
- Prior quarter carries forward automatically
What is in the way?
Which matters more this quarter?
Module two
Prioritization that survives an argument.
Ask a business owner to rank twelve priorities and you get politics. Ask them fifteen either/or questions and you get a ranking they will defend in front of their leadership team — because they built it one honest choice at a time.
- Pairwise comparison across goals and issues
- Your own weighting criteria, not a generic score
- Live ranked list as decisions land
- The reasoning is visible when someone asks why
Module three
Thirteen weeks with names on them.
A priority without an owner and a due week is a wish. Every commitment lands on the schedule with both, and the weekly marks build an execution record you can open in week nine and actually trust.
- Owner and due week on every commitment
- Weekly marks across all thirteen weeks
- Planned versus worked, visible at a glance
- Ready to read out loud at your check-in
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 |
guided steps
weeks tracked
click to a printed workbook
logins for your clients to manage
Clients open a link. That is the whole user experience.
Module four
It is your software.
Every coach we have shown this to asks the same question in the first two minutes: will it look like mine? Yes — header, colors, domain, button text, the words on every prompt. QuarterOS is the engine under your product, and your clients never see the badge.
- Your logo, palette and typography
- Your domain or a subdomain we host
- Your terminology on every screen
- No QuarterOS branding anywhere in the client experience
FAQ
What coaches ask first.
Is this a template or actual software?
Actual software. Your clients open a web page, work through a guided flow, and their answers are stored and rendered back to them all quarter. There is no document to email, no spreadsheet to protect and no version to reconcile.
Can I change the questions?
Yes. The steps, the prompts, the criteria and the language are configured for your practice during setup, and we adjust them when your method evolves. That is included in the subscription, not billed as change requests.
What do my clients need?
A browser and a link. No account to create, no app to download, no training session. If they can open a Google Doc, they can finish a QuarterOS plan.
Does it work on a phone?
It works, and clients do use it that way for weekly marks and check-ins. Planning day itself is a laptop exercise for most people, simply because you are thinking hard and typing a lot.
Keep reading
More on how it works
The seven steps, screen by screen.
Why pairwise beats a scoring matrix.
Paper for the room, software for the quarter.
Want to see it running?
A fifteen-minute walkthrough, your questions, no deck.
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.