AI for Independent Consultants

Stop Doing Admin. Start Doing the Work That Matters.

Sentia+ is the AI-powered personal operator built specifically for independent consultants. Sentia+ replaces the CRM, the project boards, the proposal templates, and the networking reminders. It knows your clients, your pipeline, your deliverables, and your network — and keeps everything moving without the admin overhead. At $75 per month, Sentia+ replaces crm, project management, spreadsheets, and more — giving independent consultants a single workspace for client management, pipeline tracking, AI briefings, automated follow-ups, meeting recording with transcription, lead generation, and daily pulse summaries. It replaces CRM (HubSpot, Pipedrive, Salesforce). It replaces Project Management (Asana, Monday, Notion, Trello). It replaces Spreadsheets (Excel trackers, Google Sheets). It replaces Calendar Apps (Calendly, Cal.com). It replaces Meeting Notes (Otter, Fireflies, Fathom). It replaces Proposal Tools (PandaDoc, Proposify, Google Docs).

Independent consultants are drowning in the business of consulting.

You left the big firm to do meaningful work on your own terms. But now you're spending half your time on the business of consulting — updating pipelines, chasing invoices, prepping for client meetings, writing proposals, and trying to keep your network warm — instead of actually consulting.

Key Challenges for Independent Consultants

• Business Development is a Full-Time Job: When you're heads-down on a client engagement, prospecting stops. When the engagement ends, you scramble. The feast-or-famine cycle never ends because your pipeline has no system behind it.
• Meeting Prep Eats Into Billable Hours: Before every client workshop or steering committee, you're reviewing past notes, pulling project status, building agendas, and catching up on stakeholder context — across email, docs, and your own memory.
• Deliverable Tracking is Manual: Workstreams, milestones, action items — they live in Notion, Asana, email threads, or your head. There's no single view of what's due, what's blocked, and what's been delivered across all engagements.
• Proposals Take Too Long to Write: Every new opportunity needs a tailored proposal. You're starting from scratch each time, pulling from old templates, customising scope and pricing. Hours of work for an uncertain outcome.
• No Practice-Level Visibility: Revenue this quarter, utilisation rate, pipeline value, average engagement length — building a dashboard for your practice means Excel gymnastics every month.
• Network Nurturing Falls Off: Your network is your lifeline. But keeping up with 200+ contacts — former colleagues, past clients, referral partners — is impossible without a system. Relationships go cold.

One AI. Every engagement. Every prospect. Handled.

Sentia+ replaces the CRM, the project boards, the proposal templates, and the networking reminders. It knows your clients, your pipeline, your deliverables, and your network — and keeps everything moving without the admin overhead.

Sentia+ is the AI-powered personal operator built for independent management, strategy, and operations consultants. Manage client engagements, track deliverables, prep for workshops, and win new business — all in one workspace. No CRM. No project boards. No scattered tools.

Sentia+ Features for Independent Consultants

• AI Client Briefings: Before any client meeting, ask Sentia to brief you. Get the engagement history, last meeting actions, open deliverables, stakeholder map, and personalised talking points — in seconds.
• Engagement & Prospect Pipeline: Kanban board tracks every engagement and prospect: Lead, Proposal Sent, Negotiation, Active Engagement, Delivery, Complete. See your entire practice — active work and upcoming pipeline — at a glance.
• Automated Follow-Up Cadences: Set follow-up intervals on prospects, past clients, and referral partners. Weekly check-ins, monthly touches, quarterly catch-ups. Sentia auto-creates the next task so relationships never go cold.
• Meeting Recording & AI Notes: Record client workshops, steering committees, and discovery calls. AI transcribes, summarises, extracts action items per stakeholder, and creates follow-up tasks. A complete record of every interaction.
• Unified Inbox — Every Channel: Email, LinkedIn, WhatsApp, Slack — every client and prospect conversation in one view. Auto-linked to the right engagement or contact record. No more searching across platforms.
• AI-Powered Prospect Research: Define your ideal client — mid-market companies seeking operational transformation, startups needing strategy support — and let Sentia find qualified prospects with company details, decision-maker contacts, and industry context.
• AI Proposals & Deliverables: Generate tailored consulting proposals, scope documents, and project plans with one click. AI uses your engagement history and client context to produce professional, ready-to-send documents.
• Industry & Company Research: Research any company, industry trend, or competitive landscape with AI-powered web search. Get cited, real-time data for client deliverables, proposals, and thought leadership content.
• Practice Revenue & Utilisation Analytics: Track revenue, utilisation rate, pipeline value, average deal size, and engagement conversion rates. Visual dashboards for practice management — see where to focus business development time.

How Independent Consultants Use Sentia+

1. Morning: Your Daily Pulse: Open Sentia+ and see today's client meetings, deliverables due, follow-ups to make, and networking touches. Prioritised across all engagements. No digging through multiple tools.
2. Before a client workshop: AI briefing: Ask Sentia to brief you. Get the engagement timeline, last meeting actions, open workstreams, stakeholder dynamics, and agenda suggestions — in 10 seconds.
3. After a discovery call: Proposal in minutes: Record the call, get AI-extracted requirements, and generate a tailored proposal with scope, timeline, and pricing. What used to take 4 hours now takes 30 minutes.
4. Between engagements: Pipeline nurturing: Sentia reminds you to follow up with warm prospects, past clients due for a check-in, and referral partners. Your pipeline stays warm even when you're deep in delivery.
5. End of quarter: Practice review: See revenue per engagement, utilisation rate, pipeline value, and win rate. Know exactly where your practice stands and what to adjust for next quarter.

Software Sentia+ Replaces for Independent Consultants

• CRM (HubSpot, Pipedrive, Salesforce)
• Project Management (Asana, Monday, Notion, Trello)
• Spreadsheets (Excel trackers, Google Sheets)
• Calendar Apps (Calendly, Cal.com)
• Meeting Notes (Otter, Fireflies, Fathom)
• Proposal Tools (PandaDoc, Proposify, Google Docs)

One workspace. One subscription. Everything handled for $75/month.

Frequently Asked Questions about Sentia+ for Independent Consultants

Sentia+ Pricing for Independent Consultants

Sentia+ Individual costs $75 per user per month — an introductory price that will increase. Teams plans start at $100/user/month, and Enterprise at $200/user/month. This includes unlimited contacts, AI assistant, email sync, calendar, meeting recording and transcription, pipeline management, lead generation, analytics, and follow-up automation. Integration add-ons (WhatsApp, Telegram, Instagram, Messenger) are $10 per month each.

What Independent Consultants Say About Sentia+

I spent 10 hours a week on admin — updating my pipeline, prepping for meetings, writing proposals, following up. Sentia cut that to 2 hours. That's 8 more billable hours per week at my rate.

— Independent Strategy Consultant

The AI briefings before client meetings are a game-changer. I walk in knowing every detail of the engagement. My clients think I have a photographic memory. I have Sentia.

— Operations Consultant, Solo Practice

My biggest problem was feast-or-famine. Sentia's automated follow-ups keep my pipeline warm even when I'm buried in delivery. I haven't had a gap between engagements in 6 months.

— Management Consultant, 15 Years Independent