Keystone OS runs leads, sales calls, client onboarding, payments and your team on one connected system, with an AI team working inside it. Not another sales tool. The system underneath all of them.
Most coaching businesses run on a CRM, a payment tool, Zoom, a spreadsheet, Slack and whatever the founder remembers. Another tool adds another tab. What breaks as you grow is everything between them.
Nothing talks
KEYSTONE OS
Every handoff is a person copying something by hand
TODAY
Leads wait hours for a reply and book with someone else
Nobody reviews the calls, the same objection loses every week
Clients slip after the sale and ask for a refund
The owner finds out about a bad month after it happened
ON KEYSTONE OS
Every new lead gets a reply inside a minute and a booked call
Every recorded call scored, three fixes before the next one
Onboarding, progress and refunds tracked for every client
One constraint named every Monday, with the playbook to clear it
The OS · How it runs
From first click to renewal. One system.
Four stations, one set of data. What marketing learns, sales sees. What sales promises, delivery knows. Sample data
Typical coaching business
Hours, sometimes next day
Keystone OS
Under a minute
The lead who hears back first usually books first. Speed decides the call before the offer ever comes up.
Three layers · One foundation
Build the foundation before you add the weight.
Operations is the base: Keystone OS connects every tool, client and person. Marketing and sales run on top of it, and each layer has a partner who has built it before.
Sales
Setter and closer training in the Keystone Academy, live every week
Every recorded call scored on one nine-point rubric, three fixes before the next call
A sales manager view that shows exactly where the floor is leaking
Marketing
Paid and organic lead flow tied to what actually closes, not what gets clicks
An AI setter that answers every new lead inside a minute and books the right closer
Closer recruiting when calendar capacity becomes the limit
Operations
Keystone OS on top of the tools you already use: one command center for the whole company
Client onboarding, progress and refunds tracked, so no client slips after the sale
An AI team inside the system doing the repetitive work: reports, reminders, collections, screening
Your command center
Every client. Every dollar. One screen.
Each person signs in and sees exactly what they need to do today. You see the whole company and the one thing holding it back.
OW
OwnerCash, pipeline, clients, team and this week's constraint.
Signed in
SM
Sales managerThe floor side by side, weakest skills and the calls to review.
Signed in
CL
CloserToday's calls with prep notes, pipeline, call scores and commission.
Signed in
ST
SetterLeads to work, bookings, conversations and pay, all in one desk.
Signed in
Example dataCash, contracts, new clientsThis week's one constraintHours saved, every action loggedWhat each agent didLive call now, one click to ZoomTeam progress per course
The AI team inside the OS
Six agents. One brain.
The agents are one part of the operating system, not the product. They share the same data, hand work to each other and to your people, and never miss a shift.
KEYSTONE OSOne set of data
EC
Echo
AI setter
Online
Texts and calls every new lead inside a minute, qualifies them and books the call on the right closer's calendar.
Hands to your closer: the booked call lands on their calendar with prep notes.
CO
Coach
Call reviewer
Online
Scores every recorded sales call against your framework and sends each closer three fixes before their next call.
Hands to each closer: three fixes before the next call.
PU
Pulse
Daily reports
Online
Collects every rep's end-of-day numbers, chases anyone who has not filed and rolls it into the owner's morning brief.
Hands to the owner: one morning brief with every rep's numbers.
LE
Ledger
Collections
Online
Retries failed installments, texts the client a fresh payment link and hands the account to a person after the third try.
Hands to a person: after the third try, a human takes the account.
SC
Scout
Recruiting screener
Online
Screens closer applicants, scores their role-play recording and books the finalists straight onto your calendar.
Hands to you: finalists booked straight onto your calendar.
CP
Compass
Constraint finder
Online
Reads every number in the business each morning and names the one bottleneck to fix this week, with the playbook.
Hands to the owner: this week's constraint with the playbook.
⚠
Anything that matters waits for a person.Refunds, discounts, messages to a client in trouble: the agent prepares it, your team approves it from their phone.
Decision queueExample
Refund requestPrepared by Ledger · needs a person
ApproveHold
✓ Approved from a phone
Keystone Academy
Live training every week, for every seat.
Run by the founding partners. Every call is recorded, so a new hire catches up from day one instead of shadowing for a month.
New hire, today
Shadows for a month
Learns whatever the last closer did
Takes live calls before anyone checks
→
New hire, on Keystone
Catches up from day one on replays
Trains on the same rubric Coach scores
Certified before taking live calls
Keystone Academy · this weekExample weekLive on Zoom
MonClosingAppointment setting
TueDM selling
WedOrganic contentPaid ads
ThuSales managementOperations
FriMonthly mastermind
Closer certification
ReplaysRole-playScoredLive calls
The rollout
Live in 7 days. About six hours of your time.
We do the building. You approve how it sounds and say go.
1
Day 1
Kickoff + connect
A 60-minute kickoff. You approve read-only access, we connect every tool and pull your call, deal and payment history.
Your time 60 min
2
Day 2
Clean + map
We deduplicate contacts, match them to deals and map your pipeline. You answer a few quick questions if we find gaps.
Your time 15 min
3-4
Days 3 to 4
Build + train
The agents are trained on your real calls, conversations and payment rules. You approve the scripts and booking rules.
Your time 2 hrs
5-7
Days 5 to 7
Shadow, then live
Every agent runs beside your team with approvals on. Your closers join one 45-minute training, then you say go.
Your time 2 hrs
∞
Every week after
Optimize
Monday's constraint, the decision queue on your phone, monthly agent tuning and new parts as you grow.
Your time 30 min / wk
~6hrs
Your total time to launch
7days
Kickoff to live
0
Tools you have to replace
The partners
Not just software. Operators.
Operations, marketing and sales each have a partner who has built that layer before.
0+Offers scaled
0+Businesses served
0+Sales pros trained
$0MIn sales closed
Adam McCaughey
Founding partner
Sydney-based sales strategist known as “The King of Sales” and a 40 Under 40 Business Elite Award recipient. He has helped scale 83+ offers in online education and services, including one creator from $30K a month to seven figures a month in six months. He hosts the Elevate podcast.
Joel Elster
Founding partner
Founder and CEO of Nomadic Closer, one of the largest high-ticket recruitment agencies, working in English and Spanish-speaking markets. He and his team have worked with 700+ businesses and trained over 3,000 sales professionals. A top closer himself, he has generated more than $27M in sales.
Joel Wall
Founding partner
Joel built and exited a technology company in the early 2000s, then spent 12 years building the systems behind 7, 8 and 9 figure companies. Today he runs a mid 7 figure portfolio of his own businesses across the US and builds Keystone OS and the AI team inside it.
Corey Richard
Client success
Former sales and ops leader at HubSpot, Wayfair and in finance, who scaled teams at 8 and 9 figure companies. He brings that enterprise playbook directly to founders, one on one. As your integrator, he runs your weekly L10 and holds the team to the numbers they committed to.
Straight answers
Questions coaches actually ask.
Is this a sales tool?
No. Sales is one layer. Keystone OS is the operating system the whole business runs on: the Marketing, Sales, Operations and Finance of your business, all on one set of data. The AI team and the training sit inside it.
Do I have to replace GoHighLevel, Stripe or anything else?
No. Keystone OS sits on top of the tools you already use and connects them: GoHighLevel, Stripe, Zoom, Google Calendar, Twilio, Typeform, DocuSign, Meta Ads, Google Ads, Slack and QuickBooks. Nothing you use today gets replaced.
How fast is it live, and how much of my time does it take?
7 days from kickoff to live, and about six hours of your time across that week. After that, around 30 minutes a week.
Will the AI talk to my clients without me knowing?
Every agent runs beside your team with approvals on before it goes live. Anything that matters, like refunds, discounts or a message to a client in trouble, waits for a person to approve it.
Who is it built for?
High-ticket coaching and consulting businesses with a sales team, or about to build one, that are tired of running the company from six tabs and memory.
What does it cost?
It depends on the size of your team and which layers you need us to run. On the walkthrough we look at your numbers and give you a straight price, and we will tell you honestly if it is not a fit.
Book a walkthrough
Stop running it from memory. Run it on a system.
A 30-minute walkthrough of Keystone OS. We show you the live command center, where your business is leaking today and what your first 7 days would look like.
WHAT HAPPENS NEXT
Send the formTwo minutes. Tell us where things stand.
We reach out within a business dayTo set a time that works for you.
30-minute walkthroughKeystone OS on sample data, and where your funnel leaks from first lead to renewal.
Your rollout planYour tools, your team, your 7 days. Yours to keep either way.
Cash, contracts, new clients
This week's one constraint
Hours saved, every action logged
What each agent did
Live call now, one click to Zoom
Team progress per course
