Deliver client work
Strategy engagement stack
ChatGPTFree, paid from $20/mo88
MiroFree, paid from $8/mo87
Notion AIFree, paid from $20/mo83
GammaFree, paid from $9/mo77
Step 1: Record and summarise calls
EssentialFathomFree, paid from $16/mo83
Record client calls (with their consent) and keep the summary and action items.
Consultants who want zero-friction call notes and task capture.
Step 2: Track the project
EssentialClickUpFree, paid from $7/mo85
Turn action items into tasks with an owner and a due date.
Consultants who want one workspace for client projects, docs and tasks, and will spend an afternoon setting it up.
Step 3: Client dashboard
Add when you growLooker StudioFree77
Build one dashboard per client with the few numbers you agreed to report.
Consultants delivering recurring client dashboards on a budget.
Step 4: Send the weekly update
Add when you growLoomFree, paid from $15/mo83
Send a short weekly video update instead of a status meeting.
Consultants onboarding clients, explaining deliverables, or replacing status update meetings.
This is the only tool we have scored for this step so far.
Client-ready brief
Email me this stack as a checklist
The picks and setup steps from this page, in one email.
- Fathom
- ClickUp
- Looker Studio
- Loom
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 →