Stacks

Research & Thought Leadership Stack

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

50–70%Research time saved4Core tools~$40/moEstimated cost3–5x moreContent output

How this stack works

Your weekly workflow

Perplexity AI

Start every research task here. Ask Perplexity for market data, competitive landscape, industry trends, or regulatory context. Every answer comes with inline source citations — no hallucination risk, no manual fact-checking. Save research threads by topic.

Verification: Research brief complete with cited sources. No uncited claims in your analysis.

Notion AI

Paste research findings into your Notion knowledge base. Use AI to summarize long reports into key takeaways, extract data points into tables, and draft preliminary analysis. Tag by client, industry, and framework for future retrieval.

Verification: Research organized in Notion with tags. AI-generated summary captures key insights.

Notion AI

Develop your analysis and recommendations in Notion. Use AI to help structure arguments, identify gaps in your reasoning, and draft sections of client deliverables. Your knowledge base grows with every engagement.

Verification: Draft deliverable structured with clear recommendations and supporting evidence.

Gamma

Turn your Notion analysis into a polished presentation. Import your structured content and let Gamma generate professional slides. Customize with your branding. Export to PowerPoint if the client requires it.

What your client sees: A polished deck backed by cited research — not generic consultant slides.

Verification: Client-ready presentation generated from your analysis. No manual slide formatting.

Typefully

Extract 2-3 key insights from your research and publish on LinkedIn. Schedule a week of posts from one research session. Build thought leadership from work you are already doing — no separate content creation time needed.

Verification: LinkedIn posts scheduled for the week. Each post references original research or client insight (anonymized).

A polished deck backed by cited research — not generic consultant slides.

Time recovered each week

Sourced from independent practitioner research. Enter your rate to see dollar impact.

/hr
ActivityWithout stackWith stackHandled bySaved
Industry and market researchAI consulting benchmark: 50-70% research time reduction (HBR, 2025)5 hr1.5 hrPerplexity Ai -3.5 hr
Knowledge organization and synthesisNotion: AI-powered knowledge management study (2024)3 hr1 hrNotion Ai -2 hr
Presentation creation and formattingGamma: AI presentation creation benchmark (2024)4 hr1 hrGamma -3 hr
Content creation for LinkedInTypefully: LinkedIn content scheduling ROI study (2024)3 hr0.5 hrTypefully -2.5 hr
Total weekly time saved8.5 hr
At $150/hr$1,275/weekin recovered billings
vs. ~$35-100/mo for the full stack

Why this stack

Why these tools, in this order

This stack turns research from a cost center into a compound asset. Every hour of client research produces three outputs: the client deliverable (Gamma), your knowledge base (Notion), and your public authority (Typefully). Most consultants produce one output from their research — this stack produces three.

Perplexity Pro is the cornerstone. Unlike ChatGPT, every claim comes with source citations. For consultants, this matters — you cannot present uncited market data to a client. Perplexity gives you the research rigor of a junior analyst at $20/month instead of $80,000/year.

The Notion → Gamma → Typefully pipeline is where the compound effect happens. The same research that becomes a client deck also becomes a LinkedIn post. Over time, your Notion knowledge base becomes a searchable library of everything you have ever researched — the independent consultant equivalent of McKinsey's Lilli. For engagements requiring proprietary data, consider adding Statista (~$700/year) or IBISWorld for industry-specific benchmarks that public AI tools cannot access.

The tools

What you're working with

  • 1
    Perplexity AI
    Strong Choice83/100
    Core step

    AI-powered research engine that answers questions with cited sources

    5 min setup From $20/mo

    Integrates with

    SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.NotionKnowledge ManagementWorkspace for project wikis, deliverable tracking, and shared knowledge bases.ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.MAMakeWorkflow AutomationVisual automation platform for building advanced multi-app consultant workflows.+3
    Swap options:
  • 2
    Notion AI
    Strong Choice83/100
    Core step

    All-in-one workspace for docs, wikis, databases, and project management — now with built-in AI that drafts, summarizes, and organizes your consulting knowledge base

    30 min setup From $10/mo

    Integrates with

    SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.MAMakeWorkflow AutomationVisual automation platform for building advanced multi-app consultant workflows.+11
    Swap options:
  • 3
    Gamma
    Strong Choice77/100
    Core step

    AI-generated presentations, documents, and webpages from a text prompt

    5 min setup From $8/mo

    Integrates with

    PDFDocument OutputPDF generation for polished proposals, contracts, and client-ready deliverables.CSCSVData ExchangeData import/export for migrating client data between tools and systems.
    Swap options:
  • 4
    Typefully
    Strong Choice75/100
    Core step

    Distraction-free editor for crafting and scheduling LinkedIn posts, X threads, and short-form content

    5 min setup From $8/mo

    Integrates with

    SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.
    Swap options:
  • What you're getting

    Cost, timeline, and connections

    Core tools~$46/mo
    vs. $200-800 average consultant tech spend$200-800/mo
    Day 1Perplexity AI + Notion AI + Gamma + Typefully
    Total setup1h 45m
    • Perplexity AINotion AICited research findings feed knowledge baseVia Zapier
    • Notion AIGammaStructured analysis becomes presentation contentVia Zapier
    • Notion AITypefullyKey insights extracted for LinkedIn publishingVia Zapier

    Make it yours

    Customize this stack

    Swap tools, add automation, or adjust for your budget.Customize →
    • Perplexity AI
    • Notion AI
    • Gamma

    Next steps

    Get started

    Client-ready brief

    Get this as a step-by-step guide with templates

    We'll send you this stack as a fillable checklist with setup notes and verification milestones.

    • Perplexity AI
    • Notion AI
    • Gamma

    Launch mode

    Turn this stack into a delivery sprint

    Build a practical checklist, track progress, and resume from a link anytime.

    • Dependencies and handoff checks are included.
    • Prompt and asset templates are included per step.