Stacks

The Strategy Delivery Stack

From whiteboard to boardroom deck in one workflow.

Workshop to deckFramework delivery4Core tools~$45/moEstimated costOne afternoonSetup time

How this stack works

Your weekly workflow

Miro

Set up a strategy workshop board with the relevant framework template — Business Model Canvas, SWOT, Wardley Map, or stakeholder map. Invite client participants. Run the collaborative session with voting, timers, and structured activities. Capture raw strategic inputs directly from the people who know the business.

What your client sees: An interactive, professional facilitation experience — not a consultant lecturing from slides.

Verification: Workshop board populated with participant inputs. Voting results recorded.

Notion AI

Export workshop outputs to your Notion analysis workspace. Use AI to cluster and categorize sticky notes, identify themes, and draft preliminary findings. Structure raw inputs into a logical framework with supporting evidence.

Verification: Workshop outputs organized in Notion with AI-generated theme clusters and preliminary analysis.

Perplexity AI

Ground your strategy recommendations in market data. For each key finding from the workshop, research supporting evidence — market sizing, competitive benchmarks, industry trends, case studies. Cite sources for every data point.

Verification: Each strategic recommendation backed by 2-3 cited data points from current sources.

Notion AI

Synthesize workshop insights and research into a structured strategy document. Draft executive summary, key findings, recommendations, and implementation roadmap. AI assists with structuring arguments and identifying logical gaps.

Verification: Complete strategy document with executive summary, findings, recommendations, and roadmap.

Gamma

Transform your Notion strategy document into a polished client presentation. Import sections directly, customize with client branding, and generate professional slides. The deck tells the story your analysis supports.

What your client sees: A professional strategy presentation grounded in their own inputs and current market data.

Verification: Client-ready strategy deck generated from analysis. Exported to PowerPoint if needed.

An interactive, professional facilitation experience — not a consultant lecturing from slides.
A professional strategy presentation grounded in their own inputs and current market data.

Time recovered each week

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

/hr
ActivityWithout stackWith stackHandled bySaved
Workshop setup and facilitation prepMiro: Workshop facilitation time study (2024)3 hr0.5 hrMiro -2.5 hr
Analysis structuring and synthesisNotion: AI-powered analysis study (2024)4 hr1.5 hrNotion Ai -2.5 hr
Supporting research and evidence gatheringAI research benchmark: 50-70% time reduction (HBR, 2025)4 hr1 hrPerplexity Ai -3 hr
Presentation creation and formattingGamma: AI presentation creation benchmark (2024)4 hr1 hrGamma -3 hr
Total weekly time saved9 hr
At $150/hr$1,350/weekin recovered billings
vs. ~$35-100/mo for the full stack

Why this stack

Why these tools, in this order

This stack replicates the strategy delivery workflow that firms like BCG built proprietary tools to solve. BCG's Deckster (trained on 800-900 consulting templates) automates slide creation for their consultants. This stack gives independents a similar pipeline: collaborative input gathering (Miro), structured analysis (Notion), evidence gathering (Perplexity), and professional delivery (Gamma).

The critical difference from a generic "research and present" workflow is the Miro starting point. Strategy consulting is not about presenting your analysis — it is about facilitating the client's own strategic thinking. Miro enables that collaborative discovery. The analysis that follows is grounded in what the client actually said, not what you assumed they meant.

At ~$45/month, this stack delivers strategy-consulting-grade output at a fraction of the cost of enterprise tools. Think-Cell alone costs $342/year. Miro + Notion + Perplexity + Gamma gives you broader capabilities for less than Think-Cell's annual fee.

The tools

What you're working with

  • 1
    Miro
    Default87/100
    Core step

    Your strategy workshop canvas. Run Business Model Canvas, SWOT, Wardley Maps, and stakeholder mapping sessions with clients — all in one shared board with voting, timers, and real-time collaboration.

    5 min setup From $8/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.+13
    Swap options:
  • 2
    Notion AI
    Strong Choice83/100
    Core step

    Your analysis workspace. Synthesize workshop outputs, research findings, and client data into structured insights. AI assists with summarization, pattern recognition, and draft recommendations.

    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
    Perplexity AI
    Strong Choice83/100
    Core step

    Your research engine. Ground every recommendation in current data — market sizing, competitive landscape, industry trends. Inline source citations mean clients can verify your claims.

    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:
  • 4
    Gamma
    Strong Choice77/100
    Core step

    Your deliverable builder. Turn Notion analysis into polished client-ready presentations in minutes. AI-generated slides from your structured content — not generic templates, but your actual insights.

    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:
  • What you're getting

    Cost, timeline, and connections

    Core tools~$46/mo
    vs. $200-800 average consultant tech spend$200-800/mo
    Day 1Miro + Notion AI + Perplexity AI + Gamma
    Total setupOne afternoon
    • MiroNotion AIWorkshop outputs feed analysis workspaceVia Zapier
    • Perplexity AINotion AICited research grounds strategic recommendationsVia Zapier
    • Notion AIGammaStructured analysis becomes client presentationVia Zapier

    Make it yours

    Customize this stack

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

    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.

    • Miro
    • Notion AI
    • Perplexity AI

    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.