AI-Powered Sales Platform for Consultancies

Turn your portfolio into a lead generation engine

Deploy a white-labeled AI chat agent trained on your completed projects. Prospects explore your work through conversation — and convert through smart, engagement-driven CTAs.

Try the Chat See Lead Tracker

Acme Consulting AssistantWhite-labeled

What supply chain projects have you done?

We've completed 3 supply chain engagements. Here's the most impactful:

Data EngineeringLogistics

Demand Forecasting Platform

ML-driven demand planning across 12 distribution centers with real-time inventory optimization.

34%reduction in overstock costs

more qualified leads vs. forms

< 2 min

average time to first CTA

68%

lead-to-conversation rate

engineering hours to deploy

Based on internal testing

Two products. One sales pipeline.

portfolioOS replaces your static portfolio page and disconnected CRM with an integrated conversation-to-conversion platform.

White-labeled AI Chat Agent

Trained on your mission portfolio — not generic data
Smart CTAs that trigger based on engagement, not timers
White-labeled with your brand, domain, and colors
OAuth login for frictionless prospect identification

Acme Consulting AssistantWhite-labeled

What supply chain projects have you done?

We've completed 3 supply chain engagements. Here's the most impactful:

Data EngineeringLogistics

Demand Forecasting Platform

ML-driven demand planning across 12 distribution centers with real-time inventory optimization.

34%reduction in overstock costs

Try the demo chat →

Lead Tracker Dashboard

Engagement scores from 10 behavioral signals
Dual view: by user (aggregate) and by lead (per conversation)
Signal timeline showing full engagement journey
Status management: new → contacted → qualified → converted

Lead Tracker

Total Leads

68%

Conversion

Avg Score

This Week

Lead	Score	Status
Sarah Chen Meridian Corp	82	qualified
James Okafor NovaTech Ltd	61	contacted
Emily Russo Apex Partners	45	new
David Park Summit AI	93	converted

See the lead tracker →

Live in three steps

Upload Your Portfolio

Add your completed missions with outcomes, tech stacks, and industries

Deploy Your Agent

White-label the chat with your brand. Point your domain. Your AI is live

Track & Convert

Watch leads flow in. See what they asked, which missions resonated

CTAs that know when to ask

Most chat tools fire popups on timers. portfolioOS watches 10 engagement signals and offers CTAs only when the prospect is genuinely interested.

What we track

Conversation started

Messages sent

Categories explored

Missions queried

Mission details viewed

High-intent keywords detected

CTA shown

CTA clicked

CTA completed

What we offer

Book a CallBuying intent detected

Request Pitch DeckMeaningful exploration time

Request More InfoGentle nudge for engaged visitors

Anti-pushiness guarantee: Grace periods prevent repeated offers. If a prospect declines, portfolioOS waits for new engagement before asking again.

Ready to turn conversations into pipeline?

portfolioOS is in early access. We're onboarding consultancies one at a time.

White-labeled chat agent
Lead tracker dashboard
Smart CTA system

Get in Touch

Or email us directly at hello@portfolioos.dev