Set up my practice
Starter stack
CalendlyFree, paid from $10/mo89
HubSpot CRMFree, paid from $7/mo87
BonsaiFrom $9/mo79
Notion AIFrom $20/mo83
Step 1: Keep the pipeline
EssentialKeep every prospect in one pipeline with a next step and a date.
Every consultant who tracks more than 5 active prospects or clients.
Step 2: Find prospects and send outreach
Add when you growApolloFree, paid from $49/mo82
Build a short list of good-fit prospects and send a few personal messages each week.
Independent consultants testing outbound for the first time — free tier covers real campaigns.
Step 3: Book the call
EssentialPut your booking link in every message, post and email signature.
Every consultant — eliminates scheduling friction for discovery calls, kickoffs, and recurring check-ins.
Step 4: Newsletter
Add when you growBeehiivFree plan88
Send one useful issue on a fixed schedule. Every two weeks is fine.
Consultants building thought leadership through newsletters with built-in growth and monetization features.
Step 5: Schedule LinkedIn posts
EssentialBufferFree, paid from $5/mo83
Write a week of LinkedIn posts in one sitting and queue them.
Consultants who post on LinkedIn and one or two other channels and want a simple weekly queue.
Step 6: Simple website
Add when you growFramerFree, paid from $10/mo83
One page that says who you help, how, and how to book a call.
Tech-savvy consultants who want a polished, design-forward portfolio site without WordPress maintenance.
Why this pick: Tied at 83 with Wix. We pick Framer because it scores higher on setup speed (16 vs 13).
Client-ready brief
Email me this stack as a checklist
The picks and setup steps from this page, in one email.
- HubSpot CRM
- Apollo
- Calendly
- Beehiiv
- Buffer
- Framer
What usually comes next
Track hours and get paid
Get-paid stack
PandaDocFree, paid from $19/mo81
HarvestFree, paid from $9/mo86
Stripe InvoicingFree, usage-based fees82
QuickBooks OnlineFree, paid from $38/mo78
Each step starts from the top-scored tool for that job. When we pick a different one, the step says why. How we score →