Stacks
Run workshops your clients talk about long after the session ends.
How this stack works
Create a dedicated workshop booking type. Include prep questions in the booking form: what outcome do they want, who will attend, what decisions need to be made. Confirmation email auto-sends with pre-read materials and the Miro board link.
What your client sees: A professional scheduling experience with clear prep expectations.
Verification: Workshop booking type live with intake questions. Confirmation email includes Miro link.
Set up the workshop board before the session. Choose framework templates (BMC, SWOT, impact/effort matrix, or custom). Prepare facilitator notes, activity instructions, and timer settings. A well-prepared board is the difference between a productive workshop and a glorified meeting.
Verification: Workshop board prepared with framework templates, facilitator notes, and activities staged.
Facilitate the live session. Guide participants through structured activities: individual brainstorming (private mode), group discussion, dot voting on priorities, and action item capture. The board becomes the shared artifact of the group's thinking.
What your client sees: A structured, engaging facilitation that produced clear outcomes — not another meeting.
Verification: Workshop complete. Board shows participant inputs, votes, and prioritized outcomes.
Within 24 hours, record a 5-10 minute Loom walkthrough of the workshop outcomes. Summarize key decisions, prioritized items, and next steps. Send to all participants — including those who could not attend. This single recording replaces a lengthy written summary.
What your client sees: A personal video summary they can share with stakeholders and reference later.
Verification: Loom follow-up sent to all participants. Views tracked for engagement.
Document workshop outcomes in the client workspace. Use AI to structure raw sticky notes into organized themes, decisions, and action items with owners and deadlines. The workshop board is the raw data — the Notion page is the actionable output.
Verification: Workshop outcomes documented in Notion with action items, owners, and deadlines assigned.
Sourced from independent practitioner research. Enter your rate to see dollar impact.
| Activity | Without stack | With stack | Handled by | Saved |
|---|---|---|---|---|
| Workshop scheduling and logisticsBusinessDojo: Calendly productivity study (2024) | 1.5 hr | 0 hr | Calendly | -1.5 hr |
| Workshop board preparationMiro: Workshop facilitation time study (2024) | 3 hr | 0.8 hr | Miro | -2.3 hr |
| Post-workshop summary creationLoom: Async communication ROI study (2024) | 2 hr | 0.3 hr | Loom | -1.8 hr |
| Workshop documentation and action itemsNotion: AI-powered documentation study (2024) | 2.5 hr | 0.5 hr | Notion Ai | -2 hr |
| Total weekly time saved | 5.5 hr | |||
Why this stack
Workshops are the highest-value delivery format in consulting — and the hardest to do well remotely. This stack solves the three common failure modes: logistics friction (Calendly handles scheduling and prep), participant disengagement (Miro provides interactive activities, not passive slides), and lost momentum (Loom + Notion capture and distribute outcomes immediately).
Miro is chosen over MURAL for one reason: template breadth. Miro offers 1,000+ templates including every major strategy framework. For solo consultants who facilitate across industries and frameworks, Miro's template library means you never start with a blank board.
The Loom follow-up is the secret weapon. A 5-minute video summary of workshop outcomes, recorded while your thinking is fresh, replaces the 2-hour written summary most consultants dread writing. Participants can share it with stakeholders who missed the session. It is faster to create, faster to consume, and more personal than a document.
The tools
Your session scheduler. Clients book workshop slots directly. Confirmation emails include prep materials and Miro board links automatically. No scheduling back-and-forth.
Integrates with
GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.
HubSpotClient ManagementAll-in-one CRM with email sequences, meeting scheduling, and pipeline automation.
ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.+12Your facilitation canvas. Run brainstorming, voting, framework exercises, and group prioritization in real-time. 1,000+ templates for strategy workshops. Private brainstorming mode prevents groupthink.
Integrates with
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.+13Your async follow-up tool. Record a 5-minute Loom walking through workshop outcomes, next steps, and decisions made. Participants who missed the session get the full context.
Integrates with
GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.NotionKnowledge ManagementWorkspace for project wikis, deliverable tracking, and shared knowledge bases.HubSpotClient ManagementAll-in-one CRM with email sequences, meeting scheduling, and pipeline automation.+11Your documentation hub. Workshop outputs, decisions, action items, and follow-up materials all live in a shared Notion workspace. AI summarizes raw sticky notes into structured insights.
Integrates with
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.+11What you're getting
Setup timeline
How these tools connect
Make it yours
Swap options
