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The Day One Stack
- Calendly
- Bonsai
- Notion AI
- HubSpot CRM
What does your practice need right now?
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Real tool stacks built for consultants like you
Just starting out?
Winning more deals?
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Stacks
Each stack is a curated workflow — pick a bundle, customize it, and launch in minutes.
Playbooks
A stage-by-stage guide to setting up your consulting practice in the first month — from entity formation to first client delivery, with budget tiers at every step.
Curated
Scheduling tool that lets clients book meetings based on your real-time availability. Share a link, skip the back-and-forth, and start every engagement on time.
Effortless call notes. Join a meeting, get summaries and action items synced to your tools. No configuration, no manual work. Generous free tier.
AI-powered research engine that answers questions with cited sources. Skip the 20-tab Google rabbit hole — get synthesized answers backed by real references in seconds.
B2B sales intelligence and engagement platform. Build targeted prospect lists → enrich data → reach out with multichannel sequences. Generous free tier available.
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Categories
Workflow lane
Prospecting and outbound workflows
Workflow lane
Scoping, proposals, and signature flow
Workflow lane
Client delivery and reporting workflows
Workflow lane
Research and content production workflows
Workflow lane
Operations, finance, and back-office workflows
Recently Added
Scheduling tool that lets clients book meetings based on your real-time availability. Share a link, skip the back-and-forth, and start every engagement on time.
Won 2025 Best Newsletter Tool award. Powerful growth features including referral programs, recommendations network, and monetization options. Strong analytics dashboard. The community favorite for consultants building thought leadership through newsletters. Supports custom domains and full branding.
OpenAI's flagship AI assistant. Used by 65% of consulting organizations for brainstorming, content drafting, data analysis via Code Interpreter, and rapid iteration. The most widely adopted AI tool in consulting — your first stop for quick tasks, content variations, and exploratory analysis.
Anthropic's AI assistant, preferred by consultants for long document analysis (200K token context), contract review, detailed research synthesis, and natural-sounding writing. Produces more nuanced, less "AI-sounding" prose than competitors. Strong for reviewing lengthy RFPs, research papers, and strategy documents.
Free CRM with deal pipeline, contact management, email tracking, and meeting scheduling. Scales from solo consultant to full agency without switching platforms.
Collaborative whiteboard with 1,000+ templates including Business Model Canvas, SWOT, Porter's Five Forces, and strategy frameworks. The de facto whiteboard for consulting strategy delivery and workshop facilitation. Voting, timers, sticky notes, and presentation mode built in.
Simple time tracking with one-click timers, project reports, and billable hour calculations. Know exactly where your hours go and invoice accurately.
Time tracking and timesheet platform with a strong free tier, billable reporting, and team-friendly project tracking.