Welcome to EOS One™
We're here to help take your team from sign-up to meetings they'll actually look forward to. Ready? Getting started with EOS One® software is free and this page has the self-guided resources you need to jump in.
White Glove OnboardingWe set it up with you, step by step.Set it up yourselfFollow the 3 steps below.First user free · No credit card required
Start with a 5-minute demo
Start your self-guided EOS One onboarding
Whether you haven't created your account yet or are stuck and think you might be missing something, this 'own your onboarding' experience lets you drop in wherever you're at.
What your first minutes unlock
Get your leadership team into one shared workspace and start using EOS One in a real weekly rhythm.
Invite your team
Your leadership team is in the system before this tab closes.
Set up your real data
Your Rocks and Scorecard are in a system, not a spreadsheet.
Run your first L10
Your next leadership meeting is scheduled, with an agenda that runs itself.
- 1
Invite your team
Your leadership team is in the system before this tab closes.
Account Creation
To create an organization in EOS One, start by creating your account.
- START: Click 'Create My Account' or sign up via Single Sign On (SSO) with your Google account.
- VERIFY: Enter your email address and click 'Send verification code.' Enter that code in the 'Verification Code' field, and click 'Verify code.'
- CREATE: Create your password, finish entering your information, check the box accepting the Terms and Conditions, and click 'Create.'
Invite Teammates to Your Organization
Great meetings have more than one attendee! Invite your team to join your organization so they can start tracking their Rocks, Scorecard Measurables, and To-Dos in EOS One once they're invited to meetings.
- SETTINGS MENU: Click 'Settings' and then navigate to the License tab.
- ADD THEIR NAMES: Click 'Add Team Member,' enter their name and email address, and click the plus button.
- REPEAT AS NEEDED: Repeat as needed for each person you would like to invite.
- SEND THE INVITES: Once everyone has been added, simply click 'Invite.'
NOTE: Each person invited will increase your user count by 1 for an additional $10 per user per month (after their 30-day free trial). When initially inviting new people, your card is not charged immediately. The prorated amount is added to the next invoice.
- 2
Set up your real data
Your Rocks and Scorecard are in a system, not a spreadsheet.
Scorecard
A Scorecard is a weekly report containing five to 15 high-level numbers for the organization, and EOS One provides the one place for keeping an eye on trends, staying on track toward achieving your goals, and using those numbers to act faster and smarter.
Build your team's Scorecard in EOS One.
Try It Now →Rocks
Rocks are 90-day priorities for an individual, department, or company to focus on achieving in the coming quarter. EOS One helps you track Rock completion rate, review the team's most important priorities, help each other tackle roadblocks, and drive Traction®.
Set SMART Rocks in EOS One.
Try It Now →To-Dos
To-dos are seven-day action items assigned to an individual team member and captured on your team's To-Do List. EOS One keeps your team accountable when To-dos are reviewed and confirmed as 'done' or 'not done' every week.
Create one to-do in an EOS One meeting.
Try It Now →IDS Issues
IDS is the process of identifying, discussing, and solving your team's problems, obstacles, and opportunities. EOS One helps you solve more issues at their root so they go away forever.
Add an issue to your Level 10 Meeting's Issues List.
Try It Now →V/TO®
The Vision/Traction Organizer is a two-page strategic planning document that clarifies and simplifies your vision and plan for the future. EOS One grants everyone on your team universal access so you can get everyone moving in the same direction.
Start answering The 8 Questions of your V/TO.
Try It Now →Accountability Chart™
The Accountability Chart is a supercharged organizational chart that drives clarity and confidence in your team structure. EOS One creates next-level insight and transparency by sharing that structure with your team.
Build seats for your team in EOS One.
Try It Now → - 3
Run your first L10
Your next leadership meeting is scheduled, with an agenda that runs itself.
Create a Meeting
Really experiencing EOS One begins with meetings. Meetings 'unlock' your ability to fully interact with EOS One including your ability to set Rocks, Scorecard Measurables, and To-Dos.
- START CREATING: From the homepage, click 'Create a Meeting' to the right of 'My Meetings.'
- SELECT MEETING TYPE: Level 10 Meeting®, Same Page, or Custom Agenda.
- EDIT MEETING: If desired, make edits to the order and length of each meeting segment.
- SELECT ATTENDEES: Already invited users to your organization? Use the search bar and select attendees from there.
- ADD USERS: To invite new users to your organization and add them as meeting attendees, click 'Invite New Users To Join Your Meeting.'
- NAME THE MEETING: Give your meeting a name and set the date and time of the next meeting.
- CREATE: Click 'Create Meeting,' and the meeting will now appear on your dashboard!
First user free · No credit card required
Atlas helps you set up
Ask Atlas AI Chief of Staff to help draft your first Rocks, shape your Scorecard or prepare your first Level 10 Meeting®.
Question: Help me draft our first Rocks. Atlas: Happy to. Rocks are your 3 to 7 most important priorities for the next 90 days, each with one clear owner. Tell me what matters most this quarter and I’ll suggest drafts your team can review before saving.
Question: Help me set up our Scorecard. Atlas: Let’s start simple. A Scorecard is 5 to 15 weekly numbers, each with an owner and a goal. Share what you track today and I’ll suggest measurables for your team to review.
Question: Prepare our first L10 agenda. Atlas: Your Level 10 Meeting® follows the same agenda every week: Segue, Scorecard, Rock review, Customer/Employee Headlines, To-Do List, IDS and Conclude. Once your Rocks, Scorecard and To-Dos are in EOS One, they appear right in the meeting.
Built-in AI included in all EOS One plans; no third-party AI required, and ChatGPT, Claude, Gemini, Grok, Grok Bot and Copilot can also be connected.
- ChatGPT
- Claude
- Gemini
- Grok
- Grok Bot
- Copilot
You're never on your own.
Every team gets hands-on onboarding, live help from real people, and weekly webinars led by certified EOS Implementers.
White Glove Onboarding we help you set up, step by step
Live Human Support real people, not bots
Weekly Webinars from certified EOS Implementers
Explore More Resources
If you are just starting your EOS Journey or are looking for a quick EOS Tool brush-up, visit the EOS Learning Center or head to the EOS One Knowledge Base. We'll help you wrap your mind around setting Rocks, establishing Scorecard Measurables, creating to-dos, and more.
EOS One is the only EOS software from the makers of EOS.
- THE LEARN MENU: From anywhere in EOS One™, click the 'Learn' button in the top-right of your screen.
- CHOOSE YOUR TAB: Select from videos ranging from EOS One, The EOS Toolbox™, Traction Library, and the EOS One Knowledge Base.
- START LEARNING: Watch any of the free, high-level videos about The EOS Toolbox or order a copy of one of the titles from the best-selling Traction Library.
