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The AI Stack for Solo Consultants

Feb 14, 2026

5 minutes on Curalo vs 5 days of research. A complete AI-powered stack for lead gen, proposals, and delivery.

The AI Stack for Solo Consultants

You bill $150+/hr. Every hour spent researching tools is an hour not consulting.

This guide maps the complete AI-powered workflow for independent consultants: lead generation → proposals → delivery → reporting.

Why a stack, not random tools

Isolated tools create context-switching. A stack creates flow. Each tool in this guide thinks about the next step — your data moves forward without you copying and pasting between tabs.

The recommended stack

Lead gen: Apollo (87/100) — Build intelligent lead lists with 250M+ contacts.

Outreach: Instantly (84/100) — Email sequences that adapt based on engagement.

Scheduling: Calendly — Self-scheduling that understands your availability patterns.

Pipeline: HubSpot CRM (87/100) — Pipeline that thinks in deals, not contacts.

Setup time

~2 hours spread over 2 weeks. Total cost: $79/mo or $0 with free tiers.

The downside

Every stack has tradeoffs. This one optimizes for solo consultants. If you run a team of 5+, the Proposal-to-Payment Stack may be a better fit.

Continue Building

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