Telos
Demo

Features

Everything You Need To Run Your Practice 

Future-proofed With AI At Its Core

Twelve small mock-ups of Telos features: a dashboard, clients, a calendar, courses, a website, email automations, video sessions, accounting, payments, social posts and an AI assistant
Clients And Community: A few client profiles with tags
  • Contact records with notes, tags, and history
  • Import your existing contacts
  • A client sign-in area for your clients
  • Coaching logs for your sessions
  • A community space for your clients
Scheduling And Live Sessions: A calendar with a booked session
  • Online booking pages and a calendar
  • Built-in video sessions that run in the browser
  • Session recordings
Personal Development: A course with a progress bar
  • Courses and lessons
  • Challenges and checklists
  • Agreements your clients can sign online
  • Multiple Life Wheels (build your own)
  • Client Reflections Journal
Websites And Funnels: A website page layout
  • A drag-and-drop page builder
  • Landing pages, funnels, and order forms
  • A blog, testimonials, and lead magnets
  • A booking widget you can place on any page
  • AI tools that help draft-build your site and funnels
  • Funnel Mapper Whiteboard with A/B testing & automated Email sequence builder
Messaging And Automations: An email followed by an automation path
  • Email messaging
  • Automations that follow up for you
  • Remove person anywhere in a sequence
  • Auto send notices to yourself when you desire
Strategic Planning & Kan Ban: A kanban board
  • Comprehensive strategy tools
  • Dashboards that quickly search & summarize
  • Track as many initiatives and tasks as needed
  • List any priority task from any initiative in a few keystrokes (save these lists)
Payments: A payment card and a check
  • Sell your programs through your own Stripe account
  • You keep your payments; Telos is not a party to your sales
  • Free Marketplace so you have your own storefront
  • Connect marketplace products to any funnel
Accounting: A ledger with income and expense bars
  • Simple to use Chart of accounts and double-entry bookkeeping
  • Transactions, invoices, and reports
  • Connect your bank accounts securely through Plaid, or import a CSV
  • Review imported transactions before they are recorded
  • Reconcile your accounts against your statements
Social Publishing (Telos Social): Scheduled social posts
  • Create and schedule posts (including your own Telos community)
  • Publish to the Facebook Pages, Instagram professional accounts, and Threads profiles that you own or manage
  • Record post without leaving
AI That You Control: An AI assistant chat
  • Draft content with your own AI account
  • Review and approve everything before it is used
  • An AI setup helper while you get started
Business Tools To Provide An Advantage: A set of business tools
  • SOP Tracker
  • Testimonial Tracker
  • Discount Coupons
  • Lead Magnet Architect
  • Course Builder Architect
  • Education Studio
  • Client Agreement Creator-Tracker
  • Email Designer for HTML based emails & newsletters
  • Weekly highlight auto send summary newsletter for community members
  • Studio for 3d Images and YouTube covers & social post
  • And many, many more.

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Clients, scheduling, programs, your website, messaging, live sessions and bookkeeping, all connected.

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Telos

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