How Adopt OS Helps Coaches
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Prepare better conversations, faster decisions, and more confident guidance.
Quickly identify which departments are accelerating adoption and which may be experiencing friction, without relying on anecdotal feedback.
Tailor approaches, connect more effectively, and coach leaders to engage their teams with empathy and precision.
Lead ROI-driven conversations and ensure technology decisions are anchored to business impact.
Translate strategic intent into real numbers that leadership can track, understand, and commit to.
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Built for Coaches
Coach Dashboard
When you log in, everything you coach lives in one place. Your dashboard gives you a real-time view of every company you coach, organized clearly so you can orient yourself instantly.
Multi-Company Visibility by Adopt Stage
You can see exactly where each company is in their adoption journey, without clicking into individual accounts. Companies are grouped by stage within the Adopt cycle so you can see who is getting started, who is implementing, and who is accelerating.
Dedicated Coach Insights
Every company includes a Coach-only tab, visible exclusively to you. This tab is designed to help you prepare for better conversations, faster decisions, and more confident guidance.
Coach Resource Library & Company Resource Delivery
You can upload your own frameworks, playbooks, worksheets, videos, or proprietary materials into your Coach Resource Library. From there, you can assign resources directly to specific companies.
Adopt Grade by Business Area
You can see Adopt Grades across 6 Key Business Areas, showing where teams are performing well and where additional support may be needed. These grades are synthesized indicators built from real behavior, sentiment, and adoption signals.
Employee Attention Insights
Adopt OS® highlights your top three adoption advocates and flags team members who may be at risk. Advocates are your internal champions. These are the people who can help reinforce momentum, model behavior, and influence peers.
Coaching Toolkit, Powered by AI
Each company includes a dynamic Coaching Toolkit that you can refresh at any time. This toolkit includes three powerful components, all generated from live survey data and guided by the Adopt OS® Wisdom Corpus.
AI Tool Usage Insights
Measure adoption beyond implementation.
You can view how AI tools are being used across the organization, including adoption levels and reported benefits. This allows you to move beyond installation and into sustained, meaningful use.
Team Adopt Grades & Adopt Styles™
You can view individual team member Adopt Grades alongside their Adopt Styles™ to see how each person naturally moves through change. Whether someone is an Activator, Analyzer, Anchor, or Adapter, this insight helps you coach leaders to communicate more effectively and lead with awareness.
Embedded Communication Assistant
This embedded communication tool is powered by our proprietary AI engine. This allows admins to draft emails and messages that are tailored to their current stage in the Adopt cycle and the real-time temperature of their team.
Pre-Built Action Pathways
Adopt OS® includes pre-built Action Pathways that help you think strategically with your clients. Instead of starting with tools, you start with outcomes, such as intelligent lead scoring or personalized customer engagement.
Metrics & KPI Framework
Turn strategy into measurable progress.
Each Action Pathway connects directly to metrics and KPIs, organized by key business areas. These include measures such as lead conversion rate, net promoter score, and process automation rate.
Adopt Comparison
The Adopt Comparison allows you to compare where a company began and where they ended across the entire Adopt Cycle. You can view changes in Adopt Grades, alignment, adoption health, and key indicators over time.
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