Curious about what's inside?
Watch this walk through of the OS Daily Dashboard (6 mins)
Who it's for:
You're a consultant, freelancer or solopreneur without business systems in place to keep you organised and effective
You're a one-(wo)man-band and need help organising your tasks and time, so you spend less time on busy work and more time on the things that matter
You've recently become self-employed and are overwhelmed with everything you could and should be doing, and need a proven portfolio career methodology to follow
You're a CEO, Executive, Manager or high performing IC who wants to exit the rat race and build a portfolio career, but aren't 100% sure how to lay the groundwork
Who it's not for:
You’re curious about portfolio careers but aren’t ready to commit
You see your portfolio career as a hobby or side project, not a real business
You prefer to wing it rather than setting up systems and processes to support your growth
What's included:
The Daily Dashboard
Stay organised and manage your tasks across sales, marketing, client and customer delivery, personal brand building, creative projects, daily habits and admin. All from one simple hub.
Daily Habit Tracker
Track progress as you build consistent, highly impactful habits to support your future success. Over time these tiny actions will compound into something bigger than you could possibly imagine.
Your Foundation
Worksheets to help you get clarity on your vision, purpose, values and energy, so you intentionally design your portfolio career as a unique expression of who you are.
Product & Service Hub
Sharpen your positioning, simplify your offers and manage client work effectively with frameworks, trackers and fully customised project management tools.
Idea Capture System
A place to capture, organise and store your wild and wonderful ideas. This is where creativity begins.
Personal Brand & Content Hub
Develop a content plan, map out your calendar, write your posts and show up online in a way that feels true to your multi-faceted self. No more overthinking it, friends.
Lead Gen & Sales System
Convert leads into deals by staying on top of your sales pipeline with this lightweight CRM, and leverage email and discovery call scripts so you're never stuck not knowing what to say (or how to pitch).
Project & Planning Hub
A place to set goals and map out your annual activity, as well as templates for monthly planning and reviews.
Admin Hub
Remove the mental clutter with this space for the not-so-fun-but-necessary stuff, including weekly and monthly recurring tasks, birthday reminders and one-off bits and bobs.
Bonuses
Guided Onboarding & 1-1 Email Support
A four step onboarding process and checklist so you can immediately make the OS your own and see the value within the first hour, plus unlimited 1-1 email support until you get confidently up and running.
Integrated Training Videos
Over 3 hours of integrated videos plus a dedicated training library to explain how to implement the OS, so that you start seeing results immediately.
Video Walkthrough
Of how I use this OS in my own portfolio career. A peek under the hood, so to speak. (Please note, all client, contact and project info remains confidential).
Recommended Reading List
Of all the books that changed the game for me (and may do the same for you!).
Portfolio Productivity Tips
To help keep your head above water while spinning all the necessary plates.
This is a digital product and there are no refunds.
The Portfolio Career OS helps you do three things:
Focus on the right things
No more wondering where to spend your time and energy. The OS helps you identify important tasks and stay focused on the ones that actually lead to change.
Improve your productivity
From systemising workflows to leveraging sales, content, and planning templates, you'll achieve a higher quality and quantity of work without getting burnt out.
Earn more money
By making sure you consistently and effectively working across all key areas of your business: sales, marketing, product & service development, customer experience, ops & finance.
Makenna Wesley
Director of Real Estate & Fitness Instructor
"I don't know how I kept everything in my brain organized before using the Portfolio Career Operating System! I used to juggle multiple notebooks, planners, and sticky notes for my various tasks and reminders, but the OS has simplified everything into one streamlined system. The amount of value packed into this operating system is incredible, and Anna's clear, detailed video tutorials made every step easy to follow. 10/10 recommend investing in this system - having everything organized in one place is a total game-changer!"
Bea Trinidad
Comms Director & Food Copywriter
"I work in food and beverage communications, which means juggling lots of roles and responsibilities. The Portfolio Career OS has been a game-changer. It’s like the best filing system you can have, without the heaviness of a physical one. The Kanban boards, monthly reviews, idea dump, content calendar, and daily dashboard make staying organized simple. The pipeline value tracker keeps me clear on where to spend my energy. This OS has transformed how I work, plan, and stay on top of everything. Now I get a clear picture on the small actions I can take without losing the big picture."
Angela Davies
Wellbeing Speaker & Founder, Mind Your Grit
"This operating system is EXACTLY what I need as a portfolio careerist. Previously I had all of my information across multiple systems like excel, one note, notion and on my whiteboard. This system has pulled it all into one place and kept me so much more focussed on what I need to be doing. The daily dashboard particularly has been a game changer for me to set my day up with intentions, because when I have multiple projects, focuses and ideas it can be easy to be busy but get nothing done! Highly recommend this system for solopreneurs, portfolio careerists and consultants!"
Zepha Jackson
Founder, Standard Procedure
“I first caught a glimpse of Anna’s notion board months ago in a sneaky little screenshot on socials. Now it's in my hot little hands, I can confidently say it has exceeded all expectations. This isn’t just a tool; it’s a game-changer. For someone with a busy brain like mine, trying to juggle it all, this system is pure gold.”
Ruby Goss
Content Lead
“As a freelancer juggling multiple clients and projects – the Portfolio Career OS is what I dreamed of and more! It helps me run my day to day and acts as a home-base for my entire business. There's a generous amount of onboarding video content and nuggets of wisdom in there, so getting to know the system itself becomes a crash course in how to optimise running your solo business. It's both an OS and a giant boost in confidence that you’ve got this portfolio career thing.”
Abigail Bruce
Fractional Marketing Leader
“I’m a huge fan of the Portfolio Career OS! It’s the first system I’ve found that genuinely thinks from the point of view of the person AND the business(es) they run. It's quick and easy to set up and maintain, and now I actually look forward to checking my progress every day of the week and I can really feel the momentum. Anna's transparency about her own portfolio career throughout the video training, and the visibility she provides into her own OS, is massive. It's so helpful not only learning but also seeing these tactics in action."
Estelle Polevoy
Leadership Coach, Mentor & Podcast Host
“I’m loving your OS, the value I’ve already received blows my mind. I’m someone that has many ideas, lots of things I want to execute on and many different projects, clients and offers on the go - so this OS has been incredible for my business and my capacity to manage many things at once. Thank you so much for this incredible system!”
Helen Dehen
Communications Consultant & Writer
"I've been struggling with different systems and this brings the threads together in a way which makes so much sense to me. I can see how it will allow me to move more seamlessly between working both IN and ON my business. The functionality is underpinned by such good business, productivity and wellbeing philosophies, and it’s sooo valuable getting insights into how Anna runs her own business. I can see how it's been built from a combination of deep thinking and her own business/life lessons.”
Sarah Waugh
Freelance Creative Director
“The OS is truly incredible. The training videos are absolutely spot on and the IP Anna shares about how she's built her own portfolio career is invaluable. Anna's process to capture ideas on the fly and convert to content is so refined and straightforward that it makes the usually overwhelming task feel so achievable. I am obsessed.”
Millie Marconi
Co-Founder of Yesterday
"Building a business that combines services revenue with a tech product means managing countless moving parts while constantly deciding where to focus my energy. Discovering the Portfolio Career Operating System changed everything! It’s like having neatly organised boxes for every aspect of work (and life), each with a clear time to open. This system has turned what once felt overwhelming into something manageable, helping me focus on what matters most while keeping everything else in check."
Jill Kravetz
Strategic Advisor to Founders and the C-Suite
"Run, don’t walk!!! I’ve already started using this and it is jam packed with value. It literally covers every major process you need as a portfolio careerist and the best part is you get courtside seats to how Anna Mackenzie’s brain works and her success tools. It’s also efficient - like Anna - not overwhelming and just what you need. PHENOMENAL."
Ash Stapleton
Freelance Strategist
"I am a freelancer at the moment and starting to expand my offer and income streams and I can already see the cost to value ratio is an absolute no-brainer. The ideas capture system! My gosh, my excitable brain needed that! Absolutely game changing. The client info page structure is so beautifully, thoughtfully and intuitively created. This is a thoughtful, brilliant, USEFUL structure that will fit my business today and as I grow. And I cant wait to see all the bits I've yet to discover and continue to make it my own."
Learn
Discover proven strategies and tactics to grow your portfolio career through 3+ hours of video tutorials.
See
Get a detailed look into how I've grown my own portfolio career, with real-life examples and videos showcasing my personal OS in action.
Do
Take action using the Daily Dashboard and other tools and templates, all designed to keep you focused and ensure you follow through.
The only system you'll ever need to build a financially lucrative and creatively fulfilling portfolio career that you love, without running yourself into the ground.
$497
$397
USD
Client hub and task manager
Vision and goal setting hub
FAQs
Got questions? I have answers.