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Ready to build out your account?

Upload your EOS® content and data

Does your Accountability Chart™ currently live in a spreadsheet?
Do you run your Level 10 Meetings™ in Microsoft Word?

If you house EOS content in other platforms, we can help you migrate it into Traction® Tools.

Just send us what you have, and we’ll do the rest! Most clients send us the following information, but you can send as much or as little as you’d like: User list (including first name, last name and email address), Scorecard, Rocks, To-Dos, Issues list, V/TO™ and Accountability Chart.

Excel (.csv) files work best, but we can work with PDFs, Word docs or photos as well.
We’re pretty agile. 👍

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  • This helps us ensure your data is uploaded and ready to go before your next Level 10 Meeting. We appreciate 24 hours notice on uploads. Please let us know if your request is urgent, we'll do everything we can to get your account set up quickly.
  • We allow 4 file uploads per form submission. Have more than 4 files you need us to upload? No problem, resubmit this form or contact us for additional options.
    Drop files here or
    Max. file size: 100 MB, Max. files: 4.
    • This field is for validation purposes and should be left unchanged.

    Note: Please use our primary support form to connect with us on any non-data upload requests.


    Run Better Meetings

    Level 10 Meetings

    Team meeting portal

    One-on-one Meetings

    One-on-one meeting portal

    Texting Actions

    Capture items from your phone


    Visualize and give live examples of your ideas

    Measure Success


    Measurables to track each week


    Goals to complete each quarter

    Optimize workflows


    Items to complete each week


    Identify issues to discuss and solve

    Zapier Integration

    Connect with your favorite platforms

    Promote Transparency

    Accountability Chart

    Company functions and roles


    Company and department vision and traction


    Keep your EOS Docs in one convenient place

    Process documentation

    Made possible by Whale

    See all solutions