Win clients
Win-clients stack
HubSpot CRMFree, paid from $20/mo87
ApolloFree, paid from $49/mo82
CalendlyFree, paid from $10/mo89
BeehiivFree plan88
Step 1: Build the product
EssentialNotion AIFree, paid from $20/mo83
Write the framework or template as a product others can follow without you.
Consultants building a reusable knowledge base across clients and engagements.
Why this pick: ClickUp scores 85 overall and Notion AI 83. We pick Notion AI because it scores higher on fit for consultants (23 vs 21).
Also scored:ClickUp 85
Step 2: Make the materials
Add when you growGammaFree, paid from $9/mo77
Make the guide, slides or one-pager that comes with it.
Consultants creating client decks and workshop materials without touching PowerPoint.
Also scored:Canva Docs 71
Step 3: Sell and deliver
EssentialGumroadFree, usage-based fees84
Put up a product page with a fixed price and deliver the file after payment.
Consultants productizing their expertise into sellable templates, frameworks, and digital downloads.
Also scored:Stripe Invoicing 82
Step 4: Email your list
Add when you growTell your list about it, and send buyers a short follow-up.
Consultants building thought leadership through newsletters with built-in growth and monetization features.
Client-ready brief
Email me this stack as a checklist
The picks and setup steps from this page, in one email.
- Notion AI
- Gamma
- Gumroad
- Beehiiv
What usually comes next
Reuse past work
Knowledge vault stack
Readwise ReaderFrom $9.99/mo74
LoomFree, paid from $15/mo83
ZapierFree plan84
Each step starts from the top-scored tool for that job. When we pick a different one, the step says why. How we score →