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Browse our Frequently Asked Questions to find quick answers to common questions.

FAQs

What is Collective OS and how can it benefit my professional services firm?

Collective OS is a strategic matchmaking platform built exclusively for professional services firms ready to grow. Unlike directories or networks, we intelligently match you with the right partners—firms who complement your capabilities, expand your offerings, and help you win bigger deals. By engineering high-trust partnerships, Collective OS helps you scale without added overhead and unlock new revenue, faster.

The platform includes a diverse range of professional services—from brand and strategy consultancies to product development, creative studios, legal, data science, and more. What they share is not a service category but a mindset: outcome-focused and partnership-ready.

Collective OS is invite-only to ensure every firm on the platform meets a high standard of credibility, capability, and alignment. Most firms are referred by existing members or vetted through our selection process. If you’re a fit, you’ll be invited to onboard with support and insight tailored to your goals.

The firms that succeed here are those ready to grow through partnership. They are confident in their core offering, open to strategic collaboration, and focused on outcomes. Whether boutique or scaled, they understand that the right match can unlock faster wins and larger opportunities.

Once matched, you will get tools and context to explore the opportunity together. That includes a shared workspace, strategic prompts, and optional onboarding support. From co-pitching to delivery, we help matched firms move quickly from connection to execution.

Once matched, you will get tools and context to explore the partnership together. That includes a shared workspace, opportunity sharing, and optional onboarding support. From co-pitching to delivery, we help matched firms move quickly from connection to execution.

Yes. If you already have a trusted partner, Collective OS can help formalize and expand that relationship. Bringing them in gives you both access to shared opportunities, deeper collaboration tools, and exposure to a network of high-quality firms built to grow together.

Matches are made based on aligned goals, complementary capabilities, deal history, and partner fit. Our AI driven platform uses both data and human insight to surface firms that are ready to work together and built to scale. Every match is curated to reduce noise and accelerate outcomes.

No. Collective OS is designed for global reach. While many matches happen locally or regionally, the platform also supports cross-border partnerships. Whether you’re expanding internationally or delivering globally, we match you with firms who can move with you.

Collective OS strengthens client relationships by expanding what your firm can offer through trusted, on-demand partnerships. When you’re matched with the right partner, you can solve more complex problems, deliver broader solutions, and scale client impact without scaling headcount. It is not about managing relationships. It is about elevating them through capability and confidence.

Not in the way you might think. Collective OS is not a staffing platform. It is a matchmaking engine for firms. Instead of sourcing individual talent, we match you with trusted partner firms that bring the capabilities, experience, and scale you need to deliver more. Whether you’re looking to expand service lines, enter new markets, or win larger engagements, Collective OS connects you with the right partners to make it happen with no recruiting required.

Collective OS is not a PSA tool. It is a growth engine. While traditional platforms help firms manage internal workflows, Collective OS focuses outward. We match you with the right partner firms to scale services, win bigger deals, and grow faster. Our invite-only model ensures every match is built on trust, alignment, and shared ambition. You are not just operating better. You are competing smarter.

Collective OS helps firms scale by matching them with trusted partner firms who expand their capabilities without adding overhead. Whether you’re facing a surge in demand, pursuing a larger client, or entering a new market, the right match allows you to grow without overextending your team. Instead of building capacity from scratch, you unlock it through strategic, vetted partnerships—so you can move faster, deliver more, and scale smarter.

Collective OS enhances business operations by intelligently matching you with firms that unlock new capabilities, extend your service offering, and accelerate deal flow. Key platform features include data-driven partner matching, dynamic firm profiles that evolve with your growth, and built-in tools for managing shared opportunities. For firms on our Enterprise product, additional tools support match analytics and multi-firm workflows. Every feature exists to drive one thing—faster, smarter growth through trusted partnerships.

Yes. Collective OS helps you win more client engagements by matching you with the right partner firms to expand your capabilities, increase your credibility, and go after bigger opportunities. When the right match accelerates delivery or fills a capability gap, your firm competes at a higher level without taking on more overhead. It is not just about getting in the room. It is about being ready to win once you’re there.

Collective OS facilitates collaboration by matching firms that are strategically aligned and built to win together. Through curated partnerships, firms can co-pitch, co-deliver, and scale their offerings without sacrificing focus or quality. These are not casual collaborations. They are high-trust matches that turn mutual strengths into shared wins, whether that means tackling larger engagements or expanding into new verticals.

Collective OS is built for firms that are ready to grow, regardless of size. What matters most is not how big you are, but how serious you are about trusted partnerships and strategic growth. Our invite-only model ensures that every firm in the network is aligned in ambition, capability, and credibility. Whether you’re a specialized boutique or a scaled agency, if you’re built to partner and ready to win more, you’re in the right place.

Collective OS is built on trust, and that includes how we handle your data. We follow strict security protocols and comply with industry standards to ensure your firm’s information stays private, protected, and only accessible to the right parties. Matches are curated, not broadcast, and all shared data is safeguarded with care. When you work inside Collective OS, confidentiality is not a feature. It is a foundation.

Yes. Collective OS is built to integrate with the tools your firm already uses. Our API allows for custom integrations, and pre-built options are on the way. Whether you want to streamline workflows, sync data, or connect reporting systems, we make it easy to plug Collective OS into your existing stack so growth continues without interruption.

Collective OS offers support designed for momentum. From guided onboarding to strategic check-ins, we help your firm activate the right matches faster and navigate partnership growth with confidence. You also get access to a trusted network of peers, insights, and partner success tools so your next opportunity is never far off. When you’re on Collective OS, support is not just reactive. It is a growth resource.

During economic downturns, Collective OS helps firms stay competitive by unlocking capability without adding cost. Instead of pulling back, matched firms can move forward by pursuing shared opportunities, co-delivering services, and maintaining client momentum through trusted partnerships. It is not just about surviving a slowdown. It is about navigating it with the right partner at your side.

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In-App Support

If you are an existing Collective OS user, log into the System and find the Intercom icon on the bottom right of your screen.  You can find in-depth help center content or message us directly.