Tool stack
Agency and Consultant AI Stack
A stack for consultants and agencies to create proposals, case studies, client reports, SOPs, webinars, and follow-up workflows faster.
Who it is for
Problems it solves
Proposal writing
Case study creation
Client reporting
SOP documentation
Lead nurture
Recommended tools
Client intake
Collect structured client needs and route them into delivery workflows.
Writing and synthesis
Turn calls, notes, and research into proposals, reports, and case assets.
Presentation and visuals
Create client decks, diagrams, and visual summaries.
Meeting and SOPs
Capture calls, document processes, and create reusable delivery playbooks.
CRM and follow-up
Manage opportunities, follow-up tasks, and client communication.
Workflows included
Turn a customer case into a WeChat article and sales one-pager
Convert a customer success story into a WeChat article, sales one-pager, objection handling notes, and follow-up message.
Setup
90 minutes
Saves
3-6 hours
Turn screen recordings into SOPs and training docs
Convert a recorded process into a step-by-step SOP, checklist, training guide, and improvement notes.
Setup
45 minutes
Saves
2-6 hours
Turn a webinar into a lead nurture sequence
Repurpose a webinar into follow-up emails, sales talking points, clips, FAQs, and segmented nurture content.
Setup
2 hours
Saves
4-8 hours
Create a pitch deck from founder notes
Turn rough founder notes, market research, and product ideas into a clear investor, partner, or customer pitch deck.
Setup
90 minutes
Saves
4-8 hours
Beginner setup plan
Create one client intake form and one delivery workspace.
Turn every successful project into a case asset and one sales proof page.
Record repeatable delivery tasks and convert them into SOPs.
Use webinars or workshops as repeatable lead nurture assets.