Run a high-performance practice without a team. AI captures every commitment, surfaces context during calls, and helps you deliver 10x the value— built for coaches and consultants who are operational, not managerial.
Built for coaches and consultants who run every session themselves. AI handles the admin so you stay focused on delivering value.
"I'll send that by Friday" becomes a tracked deliverable instantly. No more lost action items buried in meeting notes.
Send revised proposal to Sarah
Due: Tomorrow
Schedule follow-up call with engineering
Due: Friday
Share competitive analysis deck
Due: Next week
Strategy Advisor
ACTIVESales Coach
Technical Reviewer
Executive Coach
Strategy Advisor mode:
"Consider asking about their Q3 budget timeline..."
Strategy session? Sales call? Technical review? Switch personas instantly and get suggestions tailored to your current context.
Q4 Strategy Deck.pdf
PDF · 2.4 MB
acmecorp.com
Website · Indexed
Product Roadmap 2025
Doc · 1.1 MB
Competitor Analysis
PDF · 3.2 MB
Key Insight
Budget cycle ends March 15th
Decision Maker
Sarah Chen, VP Strategy
Priority
Cost reduction initiatives
Watch as AI listens to your conversation and surfaces the perfect question or captures action items as they happen. Zero effort, maximum insight.
AI Suggestions
💡 Ask This
"What's the hiring timeline for Q1?"
✓ Action Detected
"Review capacity plan before next call"
📊 Context
"Last quarter they mentioned budget freeze..."
Phase 1: Foundation
Q1 2026 · 12 weeks
Success Metrics
Start typing and watch AI complete your thoughts. From high-level strategy to granular tasks — build executable plans in minutes, not hours.
One click to share plans, strategies, and progress. Clients see a beautiful, branded view — you stay in control of what's visible.
Acme Corp's Workspace
Shared by Your Consulting
Shared Items
Growth Plan — Phase 1
75% complete · 3 items remaining
Get started in under 5 minutes
Create client profiles, upload documents, add website URLs — we build the context automatically.
Plan your agenda, start recording, and let AI assist you with real-time insights and suggestions.
Auto-generated summaries, tracked action items, and full context ready for every follow-up.
Whether you're an executive coach, business strategist, or solo advisor — ConsultantOS scales your impact without scaling your team.
Run transformational coaching sessions with AI capturing insights. Track client progress across sessions and surface patterns.
Facilitate strategy sessions with built-in frameworks. AI tracks deliverables and keeps clients accountable.
Review pipelines, build playbooks, design outreach sequences. AI assists with messaging and deal strategy.
Support founders on product, fundraising, and GTM. All context organized and ready for every call.
Start free. Scale as you grow.
For trying out the platform
For active consultants
For consulting firms
Everything you need to know about running your practice with ConsultantOS.
ConsultantOS is built for solo consultants and independent coaches who do the work themselves—not firms that delegate. Whether you're an executive coach, business consultant, strategy advisor, or any professional who runs client sessions independently, ConsultantOS helps you operate at a higher level without additional staff.
During client sessions, ConsultantOS transcribes the conversation in real-time and provides AI-powered suggestions. The AI detects action items as they're mentioned, suggests relevant questions based on the context, surfaces insights from previous sessions, and helps you stay fully engaged while never missing a commitment.
AI personas are specialized modes that adapt the AI's suggestions to your current context. Switch between Strategy Advisor, Sales Coach, Executive Coach, or create custom personas for your specific practice. Each persona provides contextually relevant prompts and insights.
Yes! ConsultantOS includes a client portal feature that lets you share plans, strategies, and progress updates directly with clients. You control exactly what's visible, and clients see a beautiful, branded view that updates in real-time.
The Clarity Method™ is a built-in strategic diagnosis framework that helps you guide clients from confusion to clarity. It includes structured canvases for defining strategic truth, setting north star constraints, identifying what to kill, mapping risks, and creating execution swimlanes.
Do The Thing™ is an execution planning tool within ConsultantOS. It helps you turn strategy into action by creating structured plans with objectives, success metrics, and trackable initiatives. AI assists by suggesting tasks, tracking progress, and keeping plans aligned with client goals.
Absolutely. All data is encrypted in transit and at rest. Each client's data is completely isolated. We never train AI models on your client data, and you maintain full ownership and control of all information stored in the platform.
ConsultantOS offers three tiers: Starter (free) with 3 clients and 10 sessions/month, Pro ($499/month) with unlimited clients, sessions, and priority AI processing, and Enterprise (starting at $4,999/month) with dedicated infrastructure and custom integrations.
Join hundreds of solo coaches and consultants delivering more value — without hiring a team.