Run a Consulting Practice from Tidy Meetings
Prep every call, capture notes and actions, book follow-ups and invoice on time.
How It Works
| # | Who | Input | Does | Output |
|---|---|---|---|---|
| 1 | Meeting Brief | Calendar and Docs | Preps calls | Hand-off to Meeting Notes Assistant |
| 2 | Meeting Notes Assistant | Output from Meeting Brief | Writes notes | Hand-off to Post Call Assistant |
| 3 | Post Call Assistant | Output from Meeting Notes Assistant | Drafts follow-ups | Hand-off to Dispatch |
| 4 | Dispatch | Output from Post Call Assistant | Books calls | Hand-off to Invoice Hunter |
| 5 | Invoice Hunter | Output from Dispatch | Chases invoices | Hand-off to you |
| 6 | You | Output from Invoice Hunter | Run calls | Call briefs, Notes and follow-ups and Paid invoices |
Money Potential: $$ Medium Our estimate of relative earning potential, not a promise or income claim
$500 to $3k/mo Estimate. Assumes 3 to 10 hours a month moved to billable work. Not a promise of income. Disclaimer
Our estimate. Assumes admin time saved becomes billable time.
Money tiers are our estimates (labelled Estimate) of relative earning potential, each with its assumption. They are not promises, income claims or advice. Results depend on your market, offer and effort.
How It Makes Money
- More billable hours, less admin.
- Clients see a professional process.
- Estimate math: 3 to 10 hours a month moved to billable work = about $500 to $3k a month.
Who It's For
- Independent consultants and coaches.
- B2B sales teams
- Founders who run their own sales calls
What It Does
- Meeting Brief: Preps each call.
- Meeting Notes Assistant: Writes notes and actions.
- Post Call Assistant: Drafts follow-ups.
- Dispatch: Books agreed calls.
- Invoice Hunter: Chases invoices.
How to Set It Up
- Time to Set Up
- About 2 to 4 hours (our estimate)
- Difficulty
- Beginner
- Tools Needed
- Grok Bot: Grok Bot account needed
- Google Calendar: Free with a Google account
- Google Docs: Free plan available
- Add the 5 bots in the stack: Meeting Brief, Meeting Notes Assistant, Post Call Assistant, Dispatch and Invoice Hunter.
- Connect the tools they use: Google Calendar and Google Docs.
- Write a short brief: who you serve, what you sell and what each bot must never do.
- Run each bot once, in the order shown in the flow, and check every output by hand.
- Fix instructions where results were off, then run the whole flow end to end.
- Schedule the routine parts and keep an approval step before anything reaches a customer.
The Bot Stack
Grok
Google Calendar
Google Docs Cost to Run Our estimate of relative earning potential, not a promise or income claim
A Grok Bot plan, plus an account on each tool the stack connects to: Grok, Google Calendar, Google Docs. We show a price only when we have checked it on a public page, with the source and date below.
Guardrails
- Every message and document stays a draft until you approve it.
- Handle customer and candidate data under your local privacy rules.
Results to Expect Our estimate of relative earning potential, not a promise or income claim
- Our estimate: $500 to $3k a month. Basis: 3 to 10 hours a month moved to billable work. Not a promise of income.
- What you should see first: call briefs, notes and follow-ups and paid invoices.
Our estimate, not a promise or a typical result. Results depend on your effort, skills, market and costs.
Tips and Pitfalls
- Feed it accurate product facts; it repeats what it is given.
- Get consent before recording any call.
- Keep it small at first: one bot running well beats five half set up.
Questions
How much money can you make if you run a consulting practice from tidy meetings?
Our estimate is $500 to $3k a month, assuming 3 to 10 hours a month moved to billable work. It is an estimate, not a promise; results depend on your market, offer and effort.
What tools do I need to run a consulting practice from tidy meetings?
The 5 bots in the stack, plus Google Calendar and Google Docs. Each tool may need its own plan.
How long does this setup take?
Our estimate is 2 to 4 hours for a first end-to-end run at beginner level. Plan a few more runs to tune it.
Related Links
Sources
Inspired by Starter Story (consulting business idea). Steps and wording are our own.
- Meeting Brief, post by @Limok_igit · share page
- Meeting Notes Assistant, post by @mvanhorn
- Post Call Assistant, post by @itspriyaptl · share page
- Dispatch, post by @FilippoFonseca · share page
- Invoice Hunter, post by @scheemunai · share page
Labels: V verified by us on the linked page, Estimate our own estimate, A the creator's own claim. This page is our own write-up; the bots belong to their creators.
More Grok Bot ideas: Grok Bot for Small Business · Use Grok Bot to Make Money