# Agency and Consultant AI Stack

> A stack for consultants and agencies to create proposals, case studies, client reports, SOPs, webinars, and follow-up workflows faster.

- Canonical: https://gptnavi.com/stacks/agency-consultant-ai-stack
- Estimated monthly cost: $50-$300/month
- Last materially updated: 2026-08-24
- Best for: Consultants, Agencies, Fractional operators, Service businesses

## Problems this stack solves

- Proposal writing
- Case study creation
- Client reporting
- SOP documentation
- Lead nurture

## Recommended tools

### Client intake

Recommended: Typeform, Jindata, Feishu Base

Why: Collect structured client needs and route them into delivery workflows.

### Writing and synthesis

Recommended: ChatGPT, Claude, Kimi

Why: Turn calls, notes, and research into proposals, reports, and case assets.

### Presentation and visuals

Recommended: Gamma, Canva, Napkin AI

Why: Create client decks, diagrams, and visual summaries.

### Meeting and SOPs

Recommended: Granola, Loom, Notion

Why: Capture calls, document processes, and create reusable delivery playbooks.

### CRM and follow-up

Recommended: HubSpot, WeCom, Zapier

Why: Manage opportunities, follow-up tasks, and client communication.

## Beginner setup plan

1. Create one client intake form and one delivery workspace.
2. Turn every successful project into a case asset and one sales proof page.
3. Record repeatable delivery tasks and convert them into SOPs.
4. Use webinars or workshops as repeatable lead nurture assets.

## Included workflows

- https://gptnavi.com/workflows/customer-case-to-wechat-article-and-sales-one-pager
- https://gptnavi.com/workflows/screen-recordings-to-sops-and-training-docs
- https://gptnavi.com/workflows/webinar-to-lead-nurture-sequence
- https://gptnavi.com/workflows/founder-notes-to-pitch-deck