ABoS + APeX · The ActionCOACH platform
Plan it in APeX. Run it on ABoS.
Most coaching lives in a notebook. Ours runs on two systems built from 33 years of coaching in 87 countries. APeX maps where your business is going and whether the numbers work. ABoS turns that plan into what your team does every week.
- APeX plan
- Annual alignment
- 90-day plan
- Weekly KPIs & L.I.O.N.s
- Daily priorities
- Review & adjust
What it does for you
Manage. Grow. Simplify. Exit.
Four jobs every owner has. One connected system to do them, with a coach who keeps you honest.
See the whole business on one page.
Your vision, people, goals and numbers in one plan. Profit, cash and break-even in plain view, reviewed every month instead of guessed at.
Test the move before you make it.
A price change, a new hire, new equipment, a second location, new funding. See what it does to profit and cash across five years before you commit.
One rhythm instead of a hundred to-dos.
A 90-day plan, weekly KPIs and daily priorities. Everyone knows what matters this week and who owns it.
Build a business that runs without you.
Systems, a team that leads, and profits a buyer can trust. Step back, sell or expand, and get on with the life you started the business for.
APeX · Business planning
APeX defines the destination.
Most planning tools hand you a blank document or a spreadsheet that never talks to your strategy. APeX starts with what you already know and connects it to the numbers. It answers five questions:
- What is this business here to achieve?
- Who are the right people, customers and markets?
- Where is the business going over the next five years?
- What must improve to make that future possible?
- What actions and accountability will move the plan forward?
Five-year revenue projection
- Raise average job value 8% Q1 · Sales lead
- Hire operations manager Q2 · Owner
- Cut cash cycle to 45 days Q3 · Finance
Illustrative example for a fictional company. Your plan uses your numbers.
What your APeX plan includes
- Five-year profit & loss
- Balance sheet
- Cash flow
- Break-even
- Unit economics
- Working capital
- Key people plan
- Market & competitors
- SWOT & risks
- Funding needs
- Improvement strategies
- Plan on a Page
Exports to Word or PDF, with forecasts available for Excel, so you can share it with your leaders, your banker or your board.
Questions you can answer before you commit
What happens to profit and cash if we change our prices?
Can we afford the next hire, and when should we make it?
What does new equipment or new funding do to the numbers?
Do we grow this location or open another one?
What sales volume and margin do we need to hit the owner's goals?
Where will growth squeeze working capital?
ABoS · The ActionCOACH Business Operating System
ABoS organizes the execution.
A plan only matters if it changes what happens on Tuesday. ABoS starts with a 184-question assessment across six steps, scores every area as Needs Work, In Progress or On Track, and points your first 90 days at the gaps that matter most.
184 questions · 6 steps
Illustrative example. Your first 90 days start with your two lowest areas.
Mastery
Control of your time, money, delivery and direction. Clear budgets, a clear schedule, a clear destination.
Marketing
A clear niche and the 5 Ways formula, so leads, conversions and profit become predictable.
Systems
Processes that make the work consistent and let it scale without breaking.
Team
The right people, clear roles and accountability, so results don't depend on you.
Scale
A growth roadmap, a mission the team rallies around, and execution that compounds.
Freedom
Step back, sell or expand. The business runs without you, and you choose what's next.
What the first year looks like
Twelve months from busy to free.
This is the 1:1 coaching path. Group Coaching and GrowthCLUB run on the same system at their own pace.
- Month 1
Foundation
Onboarding, the 184-question assessment, your scorecard, and an alignment session on what you want from the business and your life.
- Months 2–3
Momentum
Install the first strategies, track KPIs every month, and hold your first quarterly planning day.
- Months 4–6
Systems & team
Document how the work gets done and hand real ownership to your people.
- Months 7–9
Scale
Execute growth strategies while your day-to-day involvement keeps shrinking.
- Months 10–12
Freedom
A self-running, saleable business, and your choice of what comes next.
Is this the right moment?
Six signs you've outgrown guessing.
A decision is coming
Funding, premises, equipment, hiring, a partner, an acquisition, succession or an exit.
The numbers are unclear
You can't explain your margin, break-even or how much cash growth will take.
The business outgrew your head
Decisions and knowledge still run through one person: you.
Revenue is up, profit isn't
Growth is creating pressure instead of freedom.
The team is busy, not aligned
Goals never turn into owners, measures and weekly action.
You're ready to do the work
You'll bring the information, make the calls and accept a challenge.
Questions
Good questions.
What is ABoS?
ABoS is the ActionCOACH Business Operating System. It is a proven framework built on six steps (Mastery, Marketing, Systems, Team, Scale and Freedom) that turns your plan into an operating rhythm: annual alignment, a 90-day plan, weekly KPIs and L.I.O.N.s, daily priorities and regular review. A 184-question assessment shows exactly where your business needs work.
What is APeX?
APeX is ActionCOACH's business planning system. It brings your vision, people, market, competitors, goals and financial drivers into one connected plan and produces five-year projections for profit and loss, balance sheet, cash flow and break-even. The finished plan can be exported to Word or PDF, with forecasts available for Excel.
How do APeX and ABoS work together?
APeX defines the destination and tests whether the numbers support it. ABoS organizes the execution: it turns the outcomes that matter now into a 90-day plan, weekly KPIs and actions your team owns, and then reviews and adjusts as you go.
Do I need to be good with spreadsheets?
No. You bring what you already know about your business: what you sell, your prices, your volumes, your costs and your goals. APeX does the calculations. Your coach helps you question the assumptions and understand what the numbers mean.
Will an APeX plan get me a loan or an investor?
It builds the commercial case behind a funding request: how much you need, when, what it will do, and what happens to cash before and after. It does not guarantee funding, replace a lender's own forms, or replace advice from your accountant, attorney or financial advisor.
Which programs include ABoS and APeX?
ABoS and APeX are built into our 1:1 Coaching, Group Coaching and GrowthCLUB programs. Book a free strategy call and we will show you which fits where your business is today.
See your business in APeX and ABoS.
Book a free 30-minute strategy call. Bring one decision you are weighing, and we will show you how the system would test it.
Or call 877-269-8055