Run meetings and report
Meetings and reporting stack
FathomFree, paid from $16/mo83
ClickUpFree, paid from $7/mo85
Looker StudioFree77
LoomFree, paid from $15/mo83
Step 1: Research with AI
EssentialChatGPTFree, paid from $20/mo88
Use it to draft research questions and summarise sources. Check every fact before it reaches the client.
Consultants who need a generalist AI assistant for brainstorming, drafting, and data analysis.
Step 2: Run the workshop
EssentialMiroFree, paid from $8/mo87
Prepare the board before the session and share it with the client afterwards.
Consultants running strategy workshops, brainstorming sessions, and framework exercises with clients.
This is the only tool we have scored for this step so far.Step 3: Engagement notes and docs
Add when you growNotion AIFree, paid from $20/mo83
Keep interview notes, decisions and drafts for the engagement in one place.
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:Step 4: Build the deck
EssentialGammaFree, paid from $9/mo77
Turn the write-up into a first draft of the deck, then edit it by hand.
Consultants creating client decks and workshop materials without touching PowerPoint.
Also scored:Canva Docs 71
Step 5: Async walkthrough
Add when you growRecord a short walkthrough of the findings for people who missed the 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.
- ChatGPT
- Miro
- Notion AI
- Gamma
- Loom
What usually comes next
Reuse past work
Knowledge vault stack
Readwise ReaderFrom $9.99/mo74
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 →