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The Day One Stack
- Calendly
- Bonsai
- Notion AI
- HubSpot CRM
What does your practice need right now?
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Real tool stacks built for consultants like you
Just starting out?
Winning more deals?
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Stacks
Each stack is a curated workflow — pick a bundle, customize it, and launch in minutes.
Playbooks
Your tool needs change at every growth stage. A practical guide to the technology, processes, and decisions that take you from solo consultant to small firm — without losing what made you great.
Curated
Scheduling tool that lets clients book meetings based on your real-time availability. Share a link, skip the back-and-forth, and start every engagement on time.
Effortless call notes. Join a meeting, get summaries and action items synced to your tools. No configuration, no manual work. Generous free tier.
AI-powered research engine that answers questions with cited sources. Skip the 20-tab Google rabbit hole — get synthesized answers backed by real references in seconds.
B2B sales intelligence and engagement platform. Build targeted prospect lists → enrich data → reach out with multichannel sequences. Generous free tier available.
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Categories
Workflow lane
Prospecting and outbound workflows
Workflow lane
Scoping, proposals, and signature flow
Workflow lane
Client delivery and reporting workflows
Workflow lane
Research and content production workflows
Workflow lane
Operations, finance, and back-office workflows
Recently Added
Scheduling tool that lets clients book meetings based on your real-time availability. Share a link, skip the back-and-forth, and start every engagement on time.
Newsletter platform built for growth — referral programs, a recommendations network, and built-in monetization. Strong analytics, custom domains, and full branding. A community favorite for consultants building thought leadership, now expanding into websites and podcasts.
OpenAI's flagship assistant and the most widely used AI tool in consulting. Handles brainstorming, content drafting, and data analysis (Advanced Data Analysis) — your first stop for quick tasks and exploratory work.
Anthropic's assistant, preferred by consultants for deep document analysis (500K-token context on the latest models), contract review, and research synthesis — with writing that sounds human. Connects natively to Microsoft 365, Google Workspace, and Slack.
Free CRM with deal pipeline, contact management, email tracking, and meeting scheduling — plus the Breeze AI assistant on every plan, including free. Scales from solo consultant to full agency without switching platforms.
Collaborative whiteboard with 5,000+ templates — Business Model Canvas, SWOT, Porter's Five Forces, and more. The de facto whiteboard for strategy workshops, with Miro AI for generating boards, timelines, and summaries from a prompt.
Simple time tracking with one-click timers, project reports, and billable hour calculations. Know exactly where your hours go and invoice accurately.
Time tracking and timesheets with a free tier for up to 5 users, billable reporting on paid plans, and solid project tracking for consulting work.