Keep the stack tight
A solo business usually needs a better assistant, a better note system, and a cleaner way to handle calls or proposals. Too much tooling adds overhead faster than it adds leverage.
Solo Advisory Guide
Best AI tools for solo consultants and coaches.
Solo advisory businesses usually win more from clarity, research, and meeting cleanup than from heavy automation. The best stack is often smaller than people expect.
Typical solo stack
- Claude or ChatGPT for analysis, drafts, and client materials
- Perplexity when research and cited answers matter
- Notion AI for SOPs, reusable prompts, and client delivery notes
- Otter or Calendly when meetings create friction
Automate later, after the workflow is stable
Once the core client workflow is clean, adding Zapier or a light automation layer makes sense. Before that point, it is usually better to improve decisions, notes, and draft quality first.