NewAPeX + ABoS
The ActionCOACH planning
and operating system
Freedom, installed.
See where your business stands. Know exactly what to fix next. Turn strategy into the work your team does every week, so the business stops running through you.
- Clarity
- Structure
- Accountability
Free, 30 minutes, online or in Greenville. Bring one decision you are weighing.
- 33+years of ActionCOACH systems
- 87countries
- 26years of engineering and manufacturing behind your coach
APeX is ActionCOACH's business planning system and ABoS is its business operating system. APeX plans it. ABoS runs it. Together they turn a five-year plan into weekly priorities your team owns. In South Carolina, both are included in our 1:1 Coaching, Group Coaching and GrowthCLUB.
Why ABoS exists
Most owners don't lack ideas. They lack clarity.
As the business grows, every question, every decision and every problem routes back to you. More hours won't fix that. A system will.
ABoS replaces the chaos with one system.
One connected system
APeX plans it. ABoS runs it.
Most business plans die in a drawer. Ours are wired into the week. APeX builds a numbers-based five-year plan. ABoS turns it into the priorities, KPIs and actions your team owns every week. Your coach keeps both moving.
APeX
The planning system
- Five-year direction and targets
- Forecasts built from your numbers
- Growth strategies you choose
- Annual goals and quarterly priorities
ABoS
The operating system
- Diagnostic and business scorecard
- 90-day plans with clear owners
- Weekly KPIs and L.I.O.N.s
- Coaching rhythm and accountability
- 5-year targetDirection
- Annual goalsFocus
- Quarterly prioritiesPlan
- Weekly L.I.O.N.sAction
- Daily activitiesExecution
Step 1 · APeX business planning
Turn ambition into a plan.
A numbers-based five-year plan, built in one connected system, so every goal has a number, every number has a strategy and every strategy has an owner.
- One connected system. Strategy, finance, people and execution in a single plan, not five disconnected files.
- Real financial forecasts. Five-year profit and loss, cash flow, balance sheet, break-even and unit economics, built from your numbers.
- Proven ActionCOACH strategy. More than 500 built-in profit strategies, plus cash and systems strategies, chosen, not guessed.
- Built to be executed. Your priorities flow straight into ABoS and your weekly coaching.
How APeX works
One system. Four stages.
You enter the first two. APeX calculates the third. You and your coach choose the fourth to move the numbers.
Foundations
Where the business is going, and who will take it there. Your plan even sets out how the business will use AI.
- Vision, mission, purpose and brand promise
- AI direction statement
- Key people
- Marketing
- Goals
- SWOT
- Competitors
Financials
What you sell, what it costs and how it is funded.
- Sales by product or service
- Cost of goods
- Overheads
- Funding
- Extraordinary items
- Historic results
Forecasts
Enter the numbers once. APeX does the rest.
- Break-even
- Profit and loss
- Balance sheet
- Cash flow
- Unit economics
Strategies
Switch on the moves that change your numbers, from more than 500 profit strategies in 6 Ways Profit alone.
- 6 Ways Profit
- 6 Ways Cash
- 4 Ways Systems
- Exponential Growth
Real APeX screens from ActionCOACH's demo plan. Demo figures appear in British pounds. Your plan is built in US dollars, with your numbers.
Why the plan pays for itself
Small lifts. Compounding returns.
Five profit levers: leads, conversion, transactions, average sale and margin. They don't add up. They multiply. APeX shows you which ones to pull, and by how much.
Illustrative math based on ActionCOACH's five profit levers. A planning estimate, not a guarantee of results.
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?
Step 2 · ABoS, your business at a glance
A dashboard that drives action.
Everything that matters, on one screen. You, your coach and your leaders all look at the same picture.
- Dashboard
- Diagnostic
- Priorities
- 90-day plan
- KPIs
- Team
- Systems
Overall business health
▲ 6 pts
since last quarter
The six steps
90-day progress
Top priorities
- Increase gross marginOn track
- Lift sales close rateAt risk
- Hire an ops managerOn track
Next actions
- ☐ Supplier price reviewJM
- ☐ Finish sales call scriptSL
- ✓ Complete role profileAK
KPI tracking
$8.4M ▲12%
92% ▲4
- 1Overall business health
- 2The six steps
- 390-day progress
- 4Top priorities
- 5Next actions
- 6KPI tracking
Example dashboard with illustrative numbers. Yours shows your business.
Start with the diagnostic
Know exactly what to fix next.
A complete diagnostic of your business, narrowed down to the priorities that matter most right now. No guessing, no pet projects, no chasing the loudest problem in the room.
Example score
One picture of the whole business. The orange points are the gaps holding everything else back, and they become your first 90 days.
questionsDiagnose
across the businessPrioritize
fix firstFocus
From strategy to execution
Turn strategy into execution.
Every priority gets actions, an owner and a review. Nothing important lives only in your head or in a meeting nobody follows up on.
Priorities
The few outcomes that matter this quarter.
Actions
Broken into weekly steps anyone can follow.
Ownership
One name on every action. No orphans.
Review
Weekly check-ins with your coach and team.
Results
Progress you can see in the numbers.
Planning cadence
Make the next 90 days matter.
Three priorities. Clear targets. One quarter. Reviewed every week, reset every quarter.
Oct 1 to Dec 31
Week 6 of 13
Increase gross margin
Lift sales close rate
Hire an ops manager
Example plan for illustration only.
- Dashboard
- Diagnostic
- Priorities
- 90-day plan
- KPIs
- Team
- Systems
Measurement
Measure what matters.
The numbers that prove your priorities are working, and early warnings before a small slip becomes a bad quarter.
Example figures for illustration only.
Systemization
Get the business out of your head.
From memory to systems your team can run. Every answer you give twice becomes a process, a policy or an assigned task.
In your head
Who can approve a discount?How we onboard a new clientCheck cash every FridayWhich supplier to call firstWhat a good hire looks likeIn ABoS
- Pricing and approvals policyDocumented
- Client onboarding processDocumented
- Weekly cash reviewAssigned
- Supplier contacts and termsDocumented
- Hiring and induction checklistAssigned
The outcome
Build a business that works without you.
- More control
- Stronger managers
- Less firefighting
- More time
- Greater business value
The system alone vs. the system with a coach
Freedom isn't downloaded. It's installed.
A dashboard shows you the gaps. A coach makes sure they get closed. That is why we install ABoS with you, week by week, instead of handing you a login.
A dashboard on its own
What most tools give you- A place to store goals and numbers
- Reminders nobody acts on
- No one asking the hard questions
A system shows you the gaps. On its own, it rarely closes them.
ABoS + ActionCOACH South Carolina
Available now- Everything in ABoS, plus APeX planning
- Your own business coach, in person or online
- A guided install, one focus each week
- Weekly reviews and real accountability
A typical first 12 weeks with your coach
- Weeks 1 to 3
Diagnose
Begin your ABoS journey: the 184-question diagnostic, your scorecard and an alignment session on what you want from the business and your life.
- Weeks 4 to 6
Prioritize
Pick the priorities that move the needle, set targets and put one owner on each.
- Weeks 7 to 9
Execute
Weekly KPIs, L.I.O.N.s and daily priorities become the way your team works.
- Weeks 10 to 12
Measure & reset
Review the numbers, lock in what worked and plan the next 90 days.
What makes this different
A digitized growth platform. Backed by a coach.
APeX and ABoS give you the system. Your coach brings the perspective, accountability, education and motivation no system can. Together they remove the chaos, help you reach your goals faster and make the business easier to run as it grows. Built by ActionCOACH. Only through ActionCOACH.
Our own platforms
Designed by ActionCOACH for the owners we coach, not a generic app with a coach bolted on.
33+ years inside
Built on 33 years of ActionCOACH systems used with owners in 87 countries, now digitized so your plan and progress live in one place.
Plan to daily action
Your five-year plan, 90-day priorities, weekly KPIs and daily actions live in one connected system.
A coach on it with you
Perspective, accountability, education and motivation, week by week, so coaching time goes to decisions instead of paperwork.
The ActionCOACH Growth Stack
APeX and ABoS are two of six layers.
The platforms plan the work and run it. Around them sit a weekly coach, team training, an owner community and a global network of 87 countries. One partner, one system.
- 01 Plan · APeX
- 02 Run · ABoS
- 03 Coach · every week
- 04 Team · MasterCLASS and training
- 05 Community · GrowthCLUB and more
- 06 Network · 87 countries since 1993
Where you get it
Built into three programs.
ABoS and APeX are not sold separately. They come with your coaching.
Questions
Good questions.
What is ABoS?
ABoS is the ActionCOACH Business Operating System. It diagnoses your business with 184 questions across six steps (Mastery, Marketing, Systems, Team, Scale and Freedom), shows you what to fix first, and turns it into an operating rhythm: annual alignment, a 90-day plan, weekly KPIs and L.I.O.N.s, daily priorities and regular review.
What does "Freedom Installed" mean?
It means the goal is a business that runs on systems instead of on you. ABoS gives you the structure, and your coach installs it with you week by week until your team runs it without you in every decision.
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.
Can I get APeX or ABoS without ActionCOACH?
No. APeX and ABoS are ActionCOACH platforms, available only through an ActionCOACH coach. In South Carolina, both come built into our 1:1 Coaching, Group Coaching and GrowthCLUB.
How is APeX different from a spreadsheet or budgeting tool?
A spreadsheet holds numbers. APeX connects your vision, people, market, goals and finances in one plan, calculates the forecasts for you, and links the strategies you choose to weekly execution in ABoS.
Do I need to be good with spreadsheets or technology?
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 and ABoS keeps the plan in one place. Your coach helps you question the assumptions and understand what the numbers mean.
I already run EOS or another system. Do I have to start over?
No. Bring your vision, your quarterly priorities and your scorecard. Your coach maps what you already have into ABoS, keeps what works and fills the gaps, so you don't lose momentum.
How much of my time does it take?
Less than the firefighting it replaces. Expect a weekly coaching session, a short weekly KPI and L.I.O.N.s review with your leaders, and a planning day every quarter. Your coach sets the pace with you so the install fits how your business actually runs.
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.
Stop guessing. Start running your business on a system.
Book a free 30-minute ABoS walkthrough. Here is what happens:
- 01SnapshotWe look at where your business stands across the six steps.
- 02ShowWe walk you through ABoS and APeX on a sample business.
- 03FocusYou leave with the three priorities we would start with in your first 90 days.
Or call 877-269-8055