Research layer
Perplexity AI
AI-powered search engine with real-time citations and research capabilities
Why it is included
Lets you build source-backed briefs quickly before discovery calls.
Works with
Claude and Gamma.
Audience stack
The AI Stack for Consultants
A stack for client research, proposal writing, workshops, and deliverable production.
By DiscoverAI editorial teamEditorially independentMay include affiliate links
Why this stack exists
Consultants need trustworthy research, clear writing, and fast packaging of expertise into deliverables.
Stack principle
Each tool needs a clear role, a clear handoff, and a clear reason to stay.
These pages are designed to become the future handoff layer for an interactive advisor that recommends complete AI stacks by situation.
individual
Writing layer
Claude
Anthropic's thoughtful, safety-focused AI with exceptional long-form reasoning
Why it is included
Better than generic tools for nuanced client language.
Works with
Perplexity and Notion AI.
Presentation layer
Gamma
A practical AI tool for presentations workflows
Why it is included
Fastest way to move from outline to deck.
Works with
Claude and Canva AI.
Knowledge layer
Notion AI
A practical AI tool for productivity workflows
Why it is included
Keeps notes, scope, and client context in one place.
Works with
Fathom and Claude.
CRM and customer automation layer
HighLevel
An all-in-one CRM, marketing automation, funnel, website, messaging, and AI employee platform for agencies and service businesses
Why it is included
HighLevel is useful when leads, customer conversations, calendars, follow-up, and automation need to stay connected instead of living in separate tools.
Works with
Claude, ChatGPT, ElevenLabs, Metricool, and Zapier AI.
Workflow guide
Create Client Proposals with AI
Create better proposals with less blank-page time.
Workflow guide
Run a Webinar with AI
Turn one live event into a full content and sales asset.
Workflow guide
My Complete AI Marketing Workflow
Run marketing as a connected operating system instead of scattered campaigns and disconnected tools.
Workflow guide
How I Use HighLevel, Claude, ChatGPT, ElevenLabs, and Metricool Together
Use five tools as one business system instead of five disconnected subscriptions.
Solution hub
Create Better Content
Turn one idea into multiple polished assets without building a sprawling tool stack.
Solution hub
Improve Productivity
Create a workflow where decisions, notes, and next steps stay connected instead of disappearing into tools.
Solution hub
Automate My Business
Systemize the work you repeat every week before adding more headcount or more software.
Solution hub
Improve Marketing
Build a marketing engine where research, copy, design, and distribution work together.