Start Session
Run it live, or wrap it up after
One button opens the whole day: agenda timers, every EOS tool, and notes that save themselves. Prefer a marker and a whiteboard? Record the Rocks, Issues, To-Dos and ratings in minutes afterward.
For EOS Implementers and their teams
Implement well.Together.
Venzy runs your practice whether you're solo or have a practice manager and an assistant: clients, pipeline, sessions, email, tasks and invoicing, all in one place. So your days go to the room, not the admin.
Free during the beta. Built by an EOS Implementer.
Built for your team
Keep the work you love. Hand off the rest.
Each person gets their own login and sees only the pages they need. Solo for now? Venzy's automations cover more than you'd think, and your team can join the day you hire.
You, the Implementer
The work only you can do
- Running sessions
- Coaching Visionaries
- Teaching the process
- Biz dev conversations
Your practice manager
The business side
- Scheduling the year
- Invoicing and collections
- Pipeline and referrals
- Playbooks and the Outbox
Your assistant
The details
- Calendar and invites
- Contacts and welcome forms
- Travel booking
- Follow-ups and tasks
Venzy
Automatically
- Pre-session emails
- Reminders and follow-ups
- Invoices on delivery
- Overdue nudges
Why one place
One place instead of eight tabs
Most practices run on a CRM, a task app, a calendar, an inbox, a spreadsheet and QuickBooks, and the practice lives in the gaps between them. Venzy puts it on one record: open a client and their deals, sessions, tasks, emails and invoices are already there.
- Instead of:
Working out of the EOS CRMClients & pipeline
Clients, contacts and a sales pipeline from first call to Focus Day.
- Instead of:
A separate task appTasks that know the client
To-dos tied to the client and session they're about.
- Instead of:
Inbox tabsYour Gmail, inside
Read and reply next to the client you're emailing.
- Instead of:
A scheduling spreadsheetOne calendar
Every session, travel day and protected day together.
- Instead of:
Chasing invoicesInvoices on autopilot
Invoices go out on each client's terms, overdue ones get followed up automatically, and payments track themselves.
- Instead of:
A planning spreadsheetThe year you want
Capacity, forecast and the EOS Life you're aiming for.
Highlights
What you'll use every day
Playbooks & automations
Your playbook runs itself
Before, on and after every session, the right emails and tasks show up on their own: auto-sent, or waiting in your Outbox for a quick review. One playbook per session type, from Focus Day to Annual.
Task management
Tasks that know the client
Every to-do is tied to the account and session it's about, whether you added it or a playbook did. Your whole team sees what's overdue, what's this week and who owns it.
Email in one place
Your Gmail, inside Venzy
Read, reply and compose next to the client you're working on. Share a mailbox with your practice manager, and every email lands on the client's history.
Clients needing attention
Know who needs you before they tell you
Your week on one screen: priorities, upcoming sessions, and the clients who need a call. Each session's scores feed a health traffic light on every account.
Money & planning
Get paid without chasing. Plan the year you want.
Invoices go out through QuickBooks on each client's payment terms. If one goes overdue, Venzy follows up for you: reminders at 1 and 14 days, then a task for you at 21. Paid status comes back on its own, and EOS Life shows where the year is heading.
Getting started
Up and running in an afternoon
- Step 1
Bring your history
Export three reports from the EOS CRM and import your clients, contacts and past sessions. Duplicates are caught, and one click undoes it.
- Step 2
Follow the checklist
Getting started walks you through practice details, session days, Gmail, calendar and QuickBooks.
- Step 3
Make it yours
Your practice name, your fees, your session and protected days, and a playbook for every session.
“Venzy is the system I run my own EOS practice on every day. When something slows a practice down, it gets fixed.”
Built by a working Implementer
Lyn runs his own EOS practice on Venzy every day, and he's been building for the web since the 1990s.
About Venzy →Your data
Your practice's data stays yours
Walled off. Every practice is separate from every other. No shared client lists, ever.
Encrypted connections. Connected accounts use their own secure sign-ins.
You decide access. Choose what each person on your team can see.
Undo and export. Imports can be undone, and your data can be exported.
Private beta
Free while we're in beta
Sign up and set up your practice yourself, or book a demo for hands-on setup with Lyn. Beta practices help shape what gets built next. When beta ends, you'll get plenty of notice and a founding-practice price before anything changes.
$0during beta
Questions
Questions implementers ask
Does it replace the EOS CRM?
For running your practice, yes. Clients, contacts, pipeline, sessions and follow-up all live in Venzy. The EOS CRM stays your official record with EOS Worldwide, so you still log completed sessions there for designation. Bring your history in from it on day one.
Do I need QuickBooks?
Venzy works without it; invoicing connects to QuickBooks today.
Can my practice manager set it up for me?
Yes. Practice managers can run setup and control what everyone sees.
What does my team need?
A Google account for each person. Most Implementers already sign in with their EOS Google account.