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GetInto AI

AI for Consultants

Independent consultants are paid for expertise but lose hours to proposals, unbilled scope creep, note-taking and admin. Proposal, time tracking, CRM and meeting tools take much of that away, and an assistant can draft reports from anonymised outlines. The judgment and the recommendations stay with the consultant.

8 ideastypical cost $21£16€19A$31C$30 a monthtypical saving about $499£375€446A$720C$705 a month

Ideas for Consultants

Paid strategy sessions for consultants booked in Calendly

Calendly lets prospects book and pay for a diagnostic session up front, instead of free 'pick your brain' calls. Including card fees, from about $23£17€20A$33C$32 a month.

  • Costs $23–24£17–18€20–21A$33–35C$32–34/mo
  • Worth $798£600€714A$1,152C$1,128/mo
  • Pays for itself in a few days
  • Easy to set up

Perplexity for consultants: sourced sector briefings

Perplexity's Deep Research builds a briefing on a prospect's sector before a pitch, with a source behind every point. From about $17£13€15A$25C$24 a month.

  • Costs $17£13€15A$25C$24/mo
  • Worth $665£500€595A$960C$940/mo
  • Pays for itself in a few days
  • Easy to set up

Fixed-fee project budgets for consultants with Harvest

Harvest tracks time against each fixed-fee project's budget as you work, so scope creep shows up while you can still raise a change. From about $27£20€24A$38C$38 a month.

  • Costs $27–33£20–25€24–30A$38–48C$38–47/mo
  • Worth $532£400€476A$768C$752/mo
  • Pays for itself in a few days
  • Easy to set up

Proposals for consultants: signed online, Better Proposals

Better Proposals builds consulting proposals from your templates, shows when they're opened and gets them signed and paid online. From about $13£10€12A$19C$19 a month.

  • Costs $13–19£10–14€12–17A$19–27C$19–26/mo
  • Worth $499£375€446A$720C$705/mo
  • Pays for itself in a few days
  • Easy to set up

Referral follow-ups for consultants: pipeline in Capsule CRM

Capsule CRM tracks every warm lead and referral with a next step and due date, so promising conversations don't go cold. From about $36£27€32A$52C$51 a month.

  • Costs $36–45£27–34€32–40A$52–65C$51–64/mo
  • Worth $499£375€446A$720C$705/mo
  • Pays for itself in a few days
  • Easy to set up

Findings report first drafts for consultants with AI

ChatGPT, Claude or Gemini turn your anonymised themes and evidence into a first draft of a findings report for you to rewrite. Free to about $27£20€24A$38C$38 a month.

  • Costs Free–$27Free–£20Free–€24Free–A$38Free–C$38/mo
  • Worth $399£300€357A$576C$564/mo
  • Pays for itself in a few days
  • Easy to set up

Stakeholder interview notes for consultants with Fathom

Fathom records and summarizes online stakeholder interviews, so you check notes rather than write them and keep the quotes. From about $16£12€14A$23C$23 a month.

  • Costs $16–20£12–15€14–18A$23–29C$23–28/mo
  • Worth $399£300€357A$576C$564/mo
  • Pays for itself in a few days
  • Easy to set up

Rechargeable expenses for consultants captured with Dext

Dext reads travel and hotel receipts from a photo into Xero, ready to recharge to the right client. From about $32£24€29A$46C$45 a month.

  • Costs $32–40£24–30€29–36A$46–58C$45–56/mo
  • Worth $189£142€169A$273C$267/mo
  • Pays for itself in about a week
  • Easy to set up