Stacks

Curated consultant workflows

Opinionated bundles that solve specific consultant workflow problems.

Why trust these stacks

  • Each stack is scored tool-by-tool with a transparent rubric.
  • We optimize for consultant time-to-value and workflow continuity.
  • You can launch with a checklist and resume anytime.
13 stacks 12 personas 3.8 avg steps
Or build a custom stack

I want to...

13 bundles

Facilitation Top pick

The Workshop Stack

Run workshops your clients talk about long after the session ends.

Consultant facilitator
86 Strong
Starter

The Day One Stack

Your first client said yes. Here's exactly what happens next.

Solo consultant (newly independent)
85 Strong
Operations

The Billable Hours Stack

Stop doing unpaid admin. Start billing for every hour you work.

Solo consultant (established)
84 Strong
Onboarding

Client Onboarding Stack

Turn "welcome aboard" into a repeatable system your clients love.

Service consultant
84 Strong
Acquisition

Client-Getting Stack

Stop waiting for referrals. Build a pipeline that fills itself.

Solo consultant
84 Strong
Strategy

The Strategy Delivery Stack

From whiteboard to boardroom deck in one workflow.

Management / strategy consultant
83 Strong
Operations

Back-Office Stack

Automate the work you'll never bill for. Run your practice on 30 minutes a day.

Solo consultant drowning in admin
83 Strong
Knowledge

The Knowledge Vault Stack

Stop starting from scratch. Build on everything you have ever learned.

Consultant who wants to stop recreating past work
81 Strong
Research

Research & Thought Leadership Stack

Research deeply. Publish consistently. Build authority while you bill.

Knowledge consultant
80 Strong
Scaling

The Productization Stack

Turn your expertise into products that earn while you sleep.

Established consultant breaking the billable-hours ceiling
79 Good
Proposal

Proposal-to-Payment Stack

From proposal to payment in two tools. No middleware required.

Solo consultant
79 Good
Marketing

The Visibility Stack

Build the brand that makes clients come to you.

Consultant building a personal brand
75 Good
Delivery

Delivery & Reporting Stack

Turn every client meeting into a decision-ready deliverable.

Ops consultant
74 Good

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