What Changes for the Business
- Each inbound request gets a fit brief and a go or no-go summary before you reply.
- Meeting briefs arrive before calls, and notes and actions arrive after.
- Follow-up calls get booked and invoices go out on schedule.
Where It Slips Today
- Hours go on discovery calls with people who were never a fit.
- Action items from calls live in a notebook and slip.
- Invoicing waits for a quiet Friday that never comes.
The Setup
- Screen the inbox. A vetting bot writes a short fit brief for each new request and sorts the rest of the inbox.
- Prep and capture every call. Briefs before, notes and actions after, filed where you keep client work.
- Write down what you know. Interview yourself once with a knowledge bot so proposals and answers reuse your own methods.
- Invoice on time. Approve invoices and reminders from one sheet.
Start with the first step, run it for a few weeks, then add the next. Bots draft, you approve.
Matching Use Cases and Bots
Qualify Inbound Consulting Leads
Every collab or consulting request gets a fit brief and a go or no-go summary, so you answer the good ones first.
- Lead Vettingby @anzevojeScreens leads from your inbox and sends a short decision summary to Slack.
- Inbox Triageby @rchaseSorts the rest of your email and DMs into tasks.
Run a Consulting Practice from Tidy Meetings
Prep every call, capture notes and actions, book follow-ups and invoice on time.
- Meeting Briefby @Limok_igitPreps each call.
- Meeting Notes Assistantby @mvanhornWrites notes and actions.
- Post Call Assistantby @itspriyaptlDrafts follow-ups.
- Dispatchby @FilippoFonsecaBooks agreed calls.
- Invoice Hunterby @scheemunaiChases invoices.
Go from Sales Call to Signed Proposal to Paid Invoice
After each call, get to-dos, a proposal deck, a quote routed for approval and invoice chasing.
- Post Call Assistantby @itspriyaptlDrops to-dos and a follow-up draft.
- Post Call Proposal Builderby Gerald DenorBuilds the proposal deck.
- Quote Request Routerby Baptiste FortRoutes the quote for approval.
- Deal Desk Autopilotby ericosiuFlags stalled deals.
- Invoice Hunterby @scheemunaiChases invoices.
Chase Unpaid Invoices from One Sheet
Keep open invoices in one sheet and send firmer reminders on a schedule, each one approved by you. Read the blueprint.
- Unpaid Invoice Reminder Flowby Nick SaraevDrafts polite, escalating Gmail reminders from a Google Sheet.
Build a Company Knowledge Base Your Bots Can Use
Interview the owner, rebuild messy folders into a wiki, keep memory current and publish help articles.
- Business Context Interviewerby @nateherkInterviews you about the business.
- Drive Wiki Rebuilderby @ericzakariassonRebuilds Drive folders into a wiki.
- Notion Memory Keeperby @benlnKeeps team memory current.
- Help Center Updaterby @damonchenPublishes help articles.
More Listed Bots for Consultants
Other bots in the directory whose job names this kind of business, beyond the use cases above. Check each one's source before you add it.
- Customer Call Coach & Assistantby Anoop BaligaSales-call support
- Partnerships Call Coachby Jenna NanpeiSales-call support
- Sales Call Coachby SpaceXSales-call support
- X Posting Advisorby @mattypX posting
Tools these bots use most: X.
Costs We Checked
From the matching blueprints. Each line keeps its label: V with the vendor page and the date we checked it, E with the basis for our estimate. Check each vendor page before you buy.
- VRun It With Us setup: $1,500 founding price for the first 3 setups (normally $2,500), one time for one bot setup, starting with a $300 deposit that counts toward it. Source, checked 30 Oct 2026.
- EMonthly tools, Invoice Chasing: About 20 euros a month plus under $1 of API use Basis: The example monthly bill in this blueprint, on n8n Cloud Starter.
- EYour time, Invoice Chasing: About 15 minutes twice a week to approve drafts and update the sheet. Basis: Our estimate for 10 to 30 open invoices.
Rules to Follow
- Client confidential material stays in your own accounts.
- You decide who gets a reply. The vetting brief is advice, not a filter that deletes mail.
FAQ
Is this for solo consultants?
Yes. Every setup here works for one person and grows with a small team.
Will it write my proposals?
It drafts them from your call notes and past work. You edit and send.
What does it cost to run?
See the cost lines from the matching blueprints below; each price is labelled and linked.