Skip to main content
Starter kits › For solo consultants

The consultant kit

This kit equips a Solo Consultant to research clients, capture meeting notes, write proposals, design slides, and manage projects without a team.

5 tools
  1. 1
    Research & analysis

    Perplexity

    AIME Score 72Proven · 100+ reviewsAI search & research assistant

    Finds and summarizes client and market information fast through conversational search.

    See the profile →Try Perplexity ↗

    Alternative: Claude (AIME Score 76)

  2. 2
    Meeting notes

    Scribbl

    AIME Score 92Proven · 500+ reviewsMeeting notetaker

    Records, transcribes, and makes client calls searchable so nothing gets lost.

    See the profile →Try Scribbl ↗

    Alternative: Fathom (AIME Score 85)

  3. 3
    Proposals & reports

    Grammarly

    AIME Score 88Proven · 10,000+ reviewsGrammar & style checker

    Polishes proposals and reports for clarity before they reach a client's inbox.

    See the profile →Try Grammarly ↗

    Alternative: Notion (AIME Score 75)

  4. 4
    Slides & visuals

    Canva

    AIME Score 84Proven · 5,000+ reviewsGraphic design platform

    Turns consulting findings into clean slides and visuals without design skills.

    See the profile →Try Canva ↗

    Alternative: Prezi (AIME Score 69)

  5. 5
    Clients & projects

    ClickUp

    AIME Score 79Proven · 10,000+ reviewsProject & work management

    Tracks client projects, tasks, and deadlines in one organized workspace.

    See the profile →Try ClickUp ↗

    Alternative: PandaDoc (AIME Score 78)

How we build kits: every pick is a proven tool (rated 4.0★ or better by 25+ verified reviewers) that does the job, chosen for how a solo consultant works and refreshed weekly. Partner tools are marked; a partnership never buys a place in a kit.

More kits: The freelancer kit · The creator kit · The agency kit · The course kit · The founder kit