BOS-UP Materials

Guidebooks. | Decks. | Correspondence.

Explore the core frameworks of the Business Operating System. These session materials are designed to help you deliver immediate value, whether you are hosting a short introductory talk or leading a year-long transformation.
All programs and correspondence templates are fully localized in English and Spanish.

BOS 101

This introductory module is your primary tool for conversion and brand awareness. Use the BOS 101 to anchor your marketing efforts, deliver a high-impact webinar or provide a high-level overview during your Fit Meeting. It is designed to give prospects a clear taste of the transformation the Business Operating System provides before they commit to a full program.

Starter Program

Designed for speed and clarity, the Starter Program is an intensive workshop that introduces every foundational element of the

Business Operating System. You can deliver this as a streamlined one-day event or choose to break the modules into a multi-week cohort experience. It is the perfect entry point for businesses that need to address growth, change, or issues quickly.

Builder Program

The Builder Program is a 90-day implementation journey that focuses on the three pillars of a resilient company: Foundation Setting, Vision Setting, and Goal Setting. This comprehensive series equips you with everything needed to help clients build and grow a high-performing organization from the ground up, ensuring they have the discipline to execute their long-term strategy.

Scaler Program

As our most advanced offering, the Scaler Program provides the framework for long-term, intensive support. It includes the full Builder Program curriculum while adding the essential disciplines of Quarterly and Annual Planning. These materials empower you to act as a true partner to your clients, facilitating executive coaching and strategic sessions that ensure sustainable growth.

Maintain a consistent, high-quality presence with these essential assets. From the first email to your final marketing push, these tools ensure you show up as a disciplined and modern partner to your clients.

Correspondence Templates

Master your client communication with these professional email frameworks. Designed to streamline your workflow, these templates ensure every pre- and post-session touchpoint is clear, consistent, and focused on driving the next transformation in your client’s journey.

Marketing
Materials

Grow your coaching practice using our library of approved promotional assets. These materials are designed to help you communicate the value of the Business Operating System effectively, making it easier to attract and convert high-value clients.

BOS-UP Logo Files & Brand Information

Access official BOS-UP Solution & Academy logos and brand standards here. To keep our visual identity strong and resilient, we ask that you avoid altering colors or designs, using these files exactly as provided for all your professional needs.

Frequently asked questions

Can I share these documents directly with my clients?

Absolutely. Our interactive PDFs are designed specifically for digital sharing and client engagement. For in-person sessions, our printable guidebooks are formatted for high-quality production, allowing you to hand your clients a professional, physical resource.

Am I allowed to edit and brand the session decks?

Yes! We want these materials to reflect your unique style. You are encouraged to customize the decks to fit your branding. We simply ask that the "In partnership with BOS-UP" section remains on the first page and the BOS-UP watermark stays on each slide to maintain the integrity of the framework. We even provide templates so you can seamlessly integrate your own specialty content into the sessions.

Are the Spanish materials included in my membership?

YES! We believe in providing the tools you need to scale without hidden costs. Access to our full library of Spanish translations for decks, guides, and templates is included as part of your standard access.

Can I promote myself as a BOS-UP Coach?

We encourage it! After you join the BOS-UP Solution & Academy, you can list us in the Experience or Organizations section of your professional profiles (like LinkedIn) to build immediate authority. To maintain clear professional boundaries, we ask that you refer to yourself as an Independent Coach.

How do I become a BOS-UP Certified Coach?

Certification is the gold standard for our partners. While all coaches have access to these materials, the Certified Coach designation is reserved for those who complete the full certification track, including all coursework, practical assignments, and the final exam.
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