OTP is the operating protocol your clients run on, and the one their AI plugs into. Your playbook defines the protocol. One operating layer per client. An infrastructure of learning across your whole book.
Your playbook · Your clients · One protocol
Not an AI expert? Good. Most of your clients are not either. Here is the whole thing in 90 seconds.
OTP started inside a real, running operating system: 14 AI agents working alongside 12 humans, every week in the same meeting, every seat with a name, a KPI, and an SOP. Once the pattern proved out, we opened the protocol up. EOS coaches are a natural fit because the tools your clients already use are exactly the tools OTP runs on.
Each seat, AI or human, has a name, a role, a KPI, and an SOP. Click an AI seat and you see what it does, the number it hits, who it reports to. Click a human seat: same. Under the hood it does more, carrying SOPs into the AI's runtime so they do not drift. But the surface is the chart.
Right now it lives in Notion docs, Zaps, ChatGPT tabs, and the IT person's head. It is becoming a People and Process issue, except the EOS toolkit does not have a seat type for "AI agent" yet. OTP fills that gap with tools your clients already speak fluently. We just add the AI seats.
Every leadership team you work with shows up on one screen: their chart, their AI footprint, their KPIs. Side by side. The patterns get visible.
Each client's data stays private to them. You have visibility because you are their coach.
When your client says "I tried ChatGPT, it didn't help," that is not slow adoption. That is intelligence bolted onto a broken operating model. You cannot coach them out of it. You have to change the layer.
of enterprise AI pilots fail.
Not because the AI is bad. Because it is overlaid on the org instead of integrated into it. Your clients are sitting in that 95%, unless you change the layer.
One kind walks into client meetings with frameworks in a binder and watches the client burn budget on AI tools that do not stick. The other walks in with the operating protocol their humans and their AI both run on. In 18 months your clients will know which kind you are, by results.
"Every dollar your clients spend on AI without an operating protocol is a dollar that goes to someone else's protocol next quarter."
The advisors who bring the protocol layer first own the next decade of client relationships. The ones still presenting decks will not catch up. You do not get this window back.
Shows up with the same deck. Watches the client buy AI tools that gather dust. Gets quietly replaced when a sharper operator walks in with the system the client's team actually adopts.
Clients run your methodology every day, humans and AI on the same operating layer. You stop being the meeting facilitator. You become the system architect of how their company runs.
Each client's outcomes feed back into your playbook. The next client gets a smarter version of you. Your IP gets better while you sleep. The book of business stops trading time for money.
OTP does not replace the coach, the consultant, or the operator. It puts everyone on the same page, literally and structurally, and lets the whole book of business get smarter together.
Your methodology. Your frameworks. The cadence, the meetings, the scorecards, the way you guide a client to actually run their business, your way. You don't bend your playbook to fit a tool. OTP meets it where it lives.
Inside every client engagement, their team works in OTP. Your AI agents work in OTP. Same data, same context, same playbook, yours. Not a chatbot in another tab. Not a copilot stitched to a vendor's roadmap. One operating layer, end to end.
Meetings prep themselves. Scorecards update automatically. Issues surface and get worked. Your IP is in their daily operations, with or without you on the call. You become the strategic relationship, not the meeting facilitator.
When Client A solves a problem, Client B's OTP learns from it. Patterns surface across your portfolio. Best practices flow up. Your playbook isn't static, it gets sharper every quarter. You build an infrastructure of learning that compounds across your whole book of business.
An infrastructure of learning. Every client makes every other client better. Your playbook compounds.
OTP is opening to 25 founding coaches. You bring your clients. Every client you onboard runs OTP free for life. No seat fees, no tier upgrades, even if they are already on Bloom Growth or Ninety.
Ninety and Bloom Growth charge $12 to $16 per seat per month. They have to. Seats are how meeting software makes money.
OTP is not selling seats. We are the accountability layer for AI agents in your client's org, a different layer of the stack with a different business model. They cannot match free without killing their business. We can offer free because free is how an accountability layer reaches scale.
The math: a 10-person leadership team pays roughly $1,920/year on Ninety. A coach with 20 clients sits on $38,400/year of client SaaS spend. OTP takes that to zero, and you become the coach who brought them better tools that cost less.
Permanent. Not granted to anyone after coach 25. Visible to every client you bring.
Monthly cadence. You see the roadmap before anyone else and weigh in on what we ship.
Founder cohort Slack, quarterly product office hours, and a direct vote on what ships next.
When OTP becomes the place AI-aware companies find coaches, the founding 25 list first.
If you are listed in the EOS Worldwide implementer directory, your profile is already on OTP. Claim it in one click.
OTP is not affiliated with EOS Worldwide, Ninety, or Bloom Growth
If you have a methodology, a book of clients, and an instinct that AI is about to remake who they keep on retainer, this conversation pays for itself. If we are not a fit, you walk away with a sharper read on where AI is headed for advisory businesses. Either way you win. Doing nothing has a price.
30 minutes · No deck, no pitch · A live look at OTP for your practice