OKR Coaching Platform for Every Client You Run
For OKR coaches and consultants
OKR Coaching Platform for Every Client You Run
When you coach several companies at once, each one arrives with its own spreadsheet, its own slide template and its own idea of what a check-in is. OKR Leader is an OKR coaching platform that keeps each client in its own workspace and lets you switch between them with one login, so you spend your hours coaching and less of them rebuilding trackers.
You bring the expertise to every client, and OKR Leader carries the infrastructure.
The OKR Leader team
Sound familiar?
What makes coaching several OKR clients hard?
Each client engagement starts the same way: a new set of documents, a new tracker to build and a new team to teach the basics. By the third client, a good part of your week goes to admin that doesn’t need your expertise at all. Coaches I talk with describe the same four problems:
- A different tool at every client. You learn each client’s spreadsheet or software before you can start coaching.
- Progress you can’t see between sessions. You find out at the next session that the check-ins stopped two weeks ago.
- Teaching the basics again. Every new team needs the same introduction before the real work can begin.
- Your method gets diluted. Each client bends the process to fit their old habits, and the results vary as much as the setups.
How OKR Leader helps
What OKR Leader gives a coach
One login for every client
Each client company has its own workspace. After you sign in, you choose the client you’re working with, and their data stays separate from everyone else’s.
A named role for you
Program roles include an external OKR coach, alongside the client’s executive sponsor, OKR lead and coordinator, so everyone knows who does what.
Progress you can see between sessions
Each client’s owners update their Key Results weekly with a number, a confidence rating and any blockers, so you arrive at the next session knowing where things stand.
Sessions linked to the work
Meetings can link to the OKRs they cover, with the video link and agenda in one place, so each coaching session picks up where the last one ended.
The same method at every client
Every workspace runs on the same cycle stages, from setting and aligning OKRs to weekly check-ins to a formal close, built around the LEAD framework.
Use cases for your clients
Problems your clients bring to you
Where to start
How coaches use OKR Leader with a new client
- Set up the client’s workspace with their strategy, teams and OKR leads before the first session.
- Assign the free OKR Starter Course as pre-work, so the team arrives at planning day using the same words.
- Run the LEAD Self-Assessment or the Client Readiness Assessment early to find the client’s weakest area.
- Hold the planning session in the app, then review the weekly updates before each coaching session.
Free resources
Tools for coaches
The Client Readiness AssessmentFind out what you’re walking into before a new OKR engagement starts.
The OKR Starter CourseFree pre-work your clients’ teams can take before planning day.
OKR software for coachesWhat to look for when you manage OKRs for several clients.
Frequently asked questions
Can I manage several clients from one account?
Yes. Each client company has its own workspace, and after you sign in you choose which one to open. Their OKRs, check-ins and meetings stay inside that workspace.
Can my clients see each other’s data?
No. Each workspace is separate, and a client’s team only sees the workspace they belong to.
Do my clients need to know OKRs before we start?
No. The free OKR Starter Course covers the basics in 13 short lessons, so you can spend your sessions on their real OKRs.
What method does OKR Leader follow?
OKR Leader is built around LEAD: Link, Engage, Align and Deliver. If you use another method, the app still works, since it covers the standard parts of any OKR cycle: Objectives, Key Results, weekly check-ins and end-of-cycle scoring.
How do I talk to OKR Leader about working together?
Start a free trial to try the app with a client, and get in touch through the contact page if you’d like to talk about working with OKR Leader more closely.
Bring every client into one place
Start a free trial and set up your first client workspace. Or take the free OKR Starter Course and see the pre-work your clients’ teams would get.