Chassis for coaching + consulting businesses.
The PM Drive for coaches and consultants who run cohorts, group programs, or 1:1 engagements. Each cohort is a project. Each weekly module is a milestone. The operator-side work — producing materials, scheduling guests, distributing recordings, sending the Friday accountability email — runs through Chassis instead of through your inbox at midnight.
Pairs naturally with the OPS exec ($299/mo) for delivery and the GROWTH exec ($199/mo) for the content engine that fills your cohorts. Total stack: $498/mo, no per-seat creep as the program grows.
The job.
Coaching businesses live in two parallel planes: the participant-facing experience (the cohort itself, the calls, the curriculum, the accountability) and the operator-side production work (recording the sessions, editing the recap, sending the homework, prepping the guest, drafting the followups, planning next month's enrollment). The PM tool has to track the second plane without the participants ever seeing it, while the first plane lives in a separate participant-facing surface.
Most coaches duct-tape together: a cohort platform (Circle / Slack / Discord) for the participant side, a course platform (Teachable / Kajabi) for the curriculum, a CRM for the leads, a calendar tool for the calls, an email tool for the followups, and a personal task list (Notion / Apple Reminders / a sticky note) for the production side. The seams are where the experience leaks. The followup didn't go out because nobody owned it. The recording wasn't edited in time because the producer didn't know the deadline. The Friday accountability email is a copy-paste from last week's because the operator was too tired to write a fresh one.
Chassis is the operator-side project layer that ties those production tasks together. Cohorts are projects. Weekly modules are milestones. The producer, the coach, the marketing assistant — all real Crew employees, all owners of specific tasks. Forge writes the Friday accountability email from the activity log: what shipped this week, what's coming next, who's behind. Cohort (the program Drive in OPS) handles the participant side; Chassis handles your side.
It is not a course platform replacement. It's the PM Drive for the coach or consultant who runs 2–6 active programs, has a small operator team or a virtual assistant, and wants the production side to stop being a chaotic mess of Slack DMs and forgotten followups.
How Chassis fits the coaching workflow.
One project per cohort or 1:1 engagement.
Cohorts get a Chassis project — Spring 2026 Mastermind, Q3 Founder Group, Annual VIP. 1:1 ongoing engagements get a project per client. Tag with program name + cohort cycle. Milestones map to weekly modules or session checkpoints.
Cohort milestones for curriculum delivery.
Each module is a milestone. Tasks under a milestone: prep the slides, send pre-call homework, run the call, edit the recording, distribute the recap, send the post-call accountability email. Owners are real Crew records — coach + producer + assistant. The week's work is visible in one view, not buried in a Slack channel.
Forge writes the weekly accountability digest.
Hit "Generate weekly digest" on a cohort project. Forge reads the activity log: what got delivered this week, what's coming next, who fell behind. Drafts the operator-side accountability summary grounded in actual work, not your memory after the Thursday call. The producer-coach-assistant alignment meeting becomes a 5-minute review of the digest, not a 30-minute reconstruction.
Auto-written cohort-close retros.
When the cohort ends, close the cycle. Forge writes the retro: which modules landed, which slipped, what to keep / cut / start for the next cohort. Pulls from the activity log. The post-cohort review meeting starts with a real draft instead of a blank doc.
Pairs with Cohort (the program Drive).
Chassis is the operator-side. Cohort (in the OPS bundle) is the participant-facing program-management Drive — enrollment, attendance, completion, milestone unlocks. Cohort + Chassis together gives one cockpit for both views, with neither leaking into the other.
Centerline cadence for the business itself.
Quarterly bearings for the coaching business — launch the next cohort, ship the new curriculum module, hit the revenue target — promote into Chassis projects. The "what we're doing this quarter" conversation is connected to the "what we're shipping this week" view, instead of being a separate Notion page nobody reads.
Workflow walkthrough — running a 12-week cohort.
Concrete five-step example. Spring 2026 Founder Mastermind — 18 participants, 12 weekly group calls, weekly homework, two guest experts.
- Scaffold the project. New Chassis project — Spring 2026 Founder Mastermind. Hit "Scaffold from venture profile" — Forge generates a starter structure based on cohort type (12-week mastermind): 12 weekly milestones, 24 task templates per week (prep, call, edit, distribute, followup), guest-expert milestones for weeks 4 and 8. Adjust dates. Done.
- Assign the team. Pick owners from Crew — coach, producer, assistant. Each weekly milestone has a clear owner per task. Utilization across this cohort and your other 1:1 clients is visible immediately. Adjust if anyone is over-committed.
- Run weekly cadence. Tasks move across To-do / Doing / Blocked / Done. Tuesday: prep the slides, send pre-call homework. Thursday: run the call. Friday: edit the recording, distribute recap, send post-call accountability email. The producer sees their week in one view; the coach sees the whole cohort in one view.
- Forge writes the Friday digest. Hit Generate weekly digest. Forge writes the operator-side accountability email — what shipped, what's coming next, who's behind. The producer-coach-assistant alignment becomes a 5-minute review.
- Close cohort, get retro. Week 12: close the cycle. Forge writes the cohort retro grounded in the activity log: which modules landed, which slipped, what to keep / cut / start for the next cohort. The post-cohort review meeting starts with a real draft, not a blank Notion page.
The other Drives that come bundled.
Coaching businesses rarely run on a PM tool alone. The natural Drive bundle is OPS + GROWTH.
- OPS exec — the COO-shaped exec ($299/mo). Includes Chassis (PM), Cohort (program management), Centerline (cadence), Crew (people), Atlas (knowledge), Onramp (hiring), Gauge (performance), Relay (support). The cohort-running cockpit.
- GROWTH exec — the CMO-shaped exec ($199/mo). Includes Quillsly (content + SAM distribution autopilot), Beacon (SEO/GEO), and 4 others for email, ads, web, affiliates. The marketing engine that fills your cohorts.
- Why this combo. GROWTH fills the funnel; OPS delivers the cohort. Chassis is the operator-side glue between them — content production tracked the same way as cohort production. Total: $498/mo for the whole stack.
Pricing for coaching businesses.
- Standalone Chassis — $49/mo. Just the PM Drive. Right for a solo coach starting out with a single cohort or a handful of 1:1 clients.
- OPS + GROWTH — $498/mo. The natural coaching stack. Chassis + Cohort + Centerline + Crew + Atlas + Onramp + Gauge + Relay (OPS) plus Quillsly + Beacon + 4 others (GROWTH).
- Full C-Suite — $599/mo. All five execs. Adds SALES (Prospector + 2 others), TECH (Atlas + Beacon for technical SEO), FINANCE (free until $3K MRR).
- 7-day free trial on first install. Cockpit itself is free. Annual billing saves 20%. Per-tenant pricing — flat rate as the program grows past one cohort or two.
Run your coaching business on Chassis.
Sign up for Merkava, install Chassis, scaffold your next cohort. Friday accountability emails writing themselves by week two.