Stack Recipe · Run a solo consulting practice

Launch a consultancy

A staged editorial checklist with candidate tools. Trial the complete workflow and quote the required plans before committing.

Easy
Difficulty
Depends on scope
Setup time
Not quoted
Current budget
7 tools
In the stack

Define the service, Set up contact and account access, Build the service page, then validate the complete handoff. This is an editorial plan, not a supplied implementation, documented client outcome or promised launch schedule.

Candidate features, model versions and integrations must be checked on the selected vendor plan. No comparative quality, growth, conversion or setup-time benchmark is established.

The stack

Candidate tools for the required roles.

These are editorial candidates. Check the feature, quote and handoff for each role.

Marketing site
Candidate for the marketing site. Confirm the required feature and trial the handoff before adopting it.
Verify plan
Required tier and usage unquoted
Discovery call bookings
Candidate for the discovery call bookings. Confirm the required feature and trial the handoff before adopting it.
Verify plan
Required tier and usage unquoted
Proposals + client docs + ops
Candidate for the proposals + client docs + ops. Confirm the required feature and trial the handoff before adopting it.
Verify plan
Required tier and usage unquoted
Invoicing + payment links
Candidate for the invoicing + payment links. Confirm the required feature and trial the handoff before adopting it.
Verify plan
Required tier and usage unquoted
Async client deliverables
Candidate for the async client deliverables. Confirm the required feature and trial the handoff before adopting it.
Verify plan
Required tier and usage unquoted
Site analytics
Candidate for the site analytics. Confirm the required feature and trial the handoff before adopting it.
Verify plan
Required tier and usage unquoted
Domain + Email
Custom domain + Google Workspace
Candidate for the custom domain + google workspace. Confirm the required feature and trial the handoff before adopting it.
Verify plan
Required tier and usage unquoted
The setup order

Do this. Then this. Then this.

Use this sequence as a starting point. Record a trial result for each handoff.

01
Define the service
Write who you serve, the problem, deliverables and boundaries. Test whether a prospective buyer understands the offer.
02
Set up contact and account access
Quote the actual domain renewal and required email seats. Configure recovery and test sending and receiving; no yearly domain price is renewed here.
03
Build the service page
Publish the offer, scope, genuine background and contact path. Check phone layout and form delivery.
04
Trial booking
Create a meeting type that suits the service. Test availability, confirmation, cancellation and any paid-booking entitlement before offering it.
05
Prepare a proposal
Create a template for scope, deliverables, dependencies, fees and acceptance. Review each actual engagement; no proposal-time benchmark is established.
06
Trial invoicing and delivery
Check processor eligibility and enabled-product fees. Use sandbox or an appropriate internal test for invoices, payment failure and the agreed delivery path.
07
Measure appropriate outreach
Share the offer with relevant people using a channel where contact is permitted. Record responses; no seven-day launch or customer outcome is promised.
When you scale

The upgrade path.

Change plans when a required feature, eligibility rule or measured limit calls for it.

A required feature, eligibility rule or measured limit calls for change
Obtain the eligible quote, trial the change and record migration, recovery and operating costs before committing.
Want this set up properly?

Work out the next step for your project.

Check whether your existing tools cover the workflow, then send your requirements if you need help choosing or setting it up.

Price observations have a separate scope.

The full workflow cost is unknown. The existing 20-tool receipt covers specific public price rows and billing conditions, not this entire configuration.

Read the 9 October 2026 pricing receipt and its limits

  • Notion: USD · USD selected in the vendor UI; annual and monthly billing both inspected. GBP prices are a separate regional display, not currency conversions of this table. Custom Agent credits and other add-ons are separate. The displayed GBP Business price was £16.50/member/month billed yearly; this table preserves USD scope. Official pricing
  • Framer: USD · Monthly-equivalent site prices with yearly billing selected on the public page. Additional editors are $20/month. Usage expansion, localization, AI credits and other add-ons can increase cost; applicable tax is added at checkout. Official pricing