AI for Marketing Consultants
Stop Juggling Tools. Start Delivering Results.
Sentia+ is the AI-powered personal operator built specifically for marketing consultants. Sentia+ replaces your project management tools, your reporting workflows, and your scattered client communications. It knows your retainers, your deliverables, your timelines, and your clients — and keeps everything moving without you micromanaging it. At $75 per month, Sentia+ replaces project management, crm, spreadsheets, and more — giving marketing 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 Project Management (Asana, Monday, Trello, ClickUp). It replaces CRM (HubSpot, Salesforce, Pipedrive). It replaces Spreadsheets (Excel, Google Sheets). It replaces Reporting Tools (Google Data Studio, manual decks). It replaces Meeting Notes (Otter, Fireflies, handwritten). It replaces Calendar Apps (Calendly, Cal.com).
Marketing consultants are drowning in client chaos.
Between managing multiple client retainers, tracking deliverables across Asana and Trello, pulling analytics from six different platforms, writing reports, and chasing approvals — you're spending more time on project management than actual marketing strategy.
Key Challenges for Marketing Consultants
- Too Many Clients, Too Many Tools: Client A uses Slack, Client B wants email updates, Client C lives in Monday.com. You're context-switching between platforms all day instead of doing strategic work.
- Deliverable Tracking is a Nightmare: Blog posts, social campaigns, email sequences, ad creatives — across five clients. What's due this week? What's waiting for approval? You need a spreadsheet to track your spreadsheets.
- Reporting Eats Half Your Week: Pulling data from Google Analytics, Meta Ads, HubSpot, and Mailchimp. Then formatting it into client-ready reports. Every. Single. Month. That's billable time you're not billing.
- Business Development Falls Off: When you're buried in client work, prospecting for new retainers stops. Then a client churns and your pipeline is empty. The feast-or-famine cycle never ends.
- Meeting Notes and Action Items Get Lost: You had a great strategy call with a client. They loved the ideas. But the action items are buried in a Zoom recording nobody will rewatch.
- No Visibility Across Your Book of Business: How much retainer revenue are you managing? Which clients are at risk? What's your utilisation rate? If you can't answer instantly, you're flying blind.
One AI. Every client. Every campaign. Handled.
Sentia+ replaces your project management tools, your reporting workflows, and your scattered client communications. It knows your retainers, your deliverables, your timelines, and your clients — and keeps everything moving without you micromanaging it.
Sentia+ is the AI-powered personal operator built for marketing consultants and freelance marketers. Manage client retainers, track campaign deliverables, automate reporting, and grow your book of business — without drowning in project management tools.
Sentia+ Features for Marketing Consultants
- AI Client Briefings: Before any client call, ask Sentia to brief you. Get their retainer scope, recent deliverables, open action items, and campaign performance — in seconds.
- Client & Retainer Pipeline: Kanban board with stages for every client engagement: Prospect, Proposal, Active Retainer, At Risk, Churned. See every client relationship and its health at a glance.
- Automated Deliverable Tracking: Set recurring deliverables on every retainer — monthly blog posts, weekly social content, quarterly strategy reviews. Sentia auto-creates tasks and tracks approvals.
- Unified Inbox — Every Client Channel: Email, Slack, WhatsApp, and LinkedIn — all in one view. See every conversation with every client, auto-linked to their retainer record and project.
- AI-Powered Lead Generation: Define your ideal client — DTC e-commerce brands, $5M-$20M revenue, no in-house marketing team — and let Sentia find qualified prospects automatically.
- Strategy Call Recording & Notes: Record client strategy sessions, kickoffs, and reviews. AI transcribes, extracts action items and decisions, and creates deliverable tasks automatically.
- Competitor & Market Research: Research any competitor, industry trend, or market opportunity. AI pulls real-time data with citations — perfect for client strategy decks and competitive audits.
- Daily Pulse Emails: Every morning: today's client calls, deliverables due, approvals pending, and which retainers need attention. Start your day knowing exactly what to work on.
- Revenue & Utilisation Analytics: Track retainer revenue, utilisation rates, client lifetime value, and pipeline for new business. Set revenue targets and see your performance in visual dashboards.
How Marketing Consultants Use Sentia+
- Morning: Your Daily Pulse: Check Sentia+ and see today's client calls, deliverables due, approval bottlenecks, and which retainers haven't had a touchpoint this week. No juggling five different tools.
- Before a client call: AI briefing: Ask Sentia to brief you on the client. Get their retainer scope, recent deliverables, campaign performance, and outstanding action items — in 10 seconds.
- After a strategy session: Everything captured: Meeting transcribed. Action items extracted. Deliverable tasks auto-created with deadlines. The client gets a summary email before you've even closed the Zoom window.
- Business development: Win new retainers: Tell Sentia you want to target B2B SaaS companies without a CMO. AI finds qualified prospects with company details, LinkedIn profiles, and recent marketing job postings.
- End of month: Client reporting: Dashboard shows deliverables completed, campaigns running, retainer utilisation, and upcoming renewals. Build client reports in minutes instead of hours.
Software Sentia+ Replaces for Marketing Consultants
- Project Management (Asana, Monday, Trello, ClickUp)
- CRM (HubSpot, Salesforce, Pipedrive)
- Spreadsheets (Excel, Google Sheets)
- Reporting Tools (Google Data Studio, manual decks)
- Meeting Notes (Otter, Fireflies, handwritten)
- Calendar Apps (Calendly, Cal.com)
One workspace. One subscription. Everything handled for $75/month.
Frequently Asked Questions about Sentia+ for Marketing Consultants
Is Sentia+ a project management tool?
No. It's a Personal Operator — it handles your clients, deliverables, communications, meetings, and business development in one workspace. Unlike Asana or Monday, you don't spend time managing the tool itself. AI tracks your work and creates tasks automatically.
Can I manage multiple client retainers?
Absolutely. Each client gets their own record with retainer details, deliverable schedules, communication history, and campaign notes. Switch between clients instantly without losing context.
Does it integrate with marketing platforms?
Sentia+ focuses on your client relationships, deliverables, and communications — not replacing your marketing execution tools. Use it alongside Google Ads, Meta, HubSpot, and Mailchimp for the complete picture.
How does the AI research work?
Ask Sentia anything — competitor analysis, industry benchmarks, content ideas, market trends. It searches the web in real time and gives you cited, sourced answers you can use in client strategy decks.
What does it cost?
Pro is $75/month per user. Enterprise is $150/user/month and adds team dashboards, shared client pipelines, role-based access, and priority support. Both include unlimited clients, projects, and AI queries.
Does it work on mobile?
Yes. Sentia+ has a fully responsive mobile interface. Check your deliverables, respond to clients, take voice notes, and get AI briefings from your phone between meetings.
Sentia+ Pricing for Marketing 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 Marketing Consultants Say About Sentia+
I manage 8 retainer clients now instead of 5 because Sentia handles all the deliverable tracking and follow-ups. I'm doing strategy work again instead of project management.
— Freelance Digital Marketing Consultant
Client reporting used to take me a full day per month per client. Now I ask Sentia for a briefing and have the key data in seconds. I reinvested that time into actual marketing.
— Marketing Strategy Consultant
I was paying for Asana, HubSpot, and Calendly separately. Sentia replaced the project management and CRM at $75/month. The client pipeline view alone is worth it.
— Fractional CMO