Independent consulting has one structural problem: the months you are busy delivering are the months you stop selling, so the pipeline empties exactly when the project ends. Wysera keeps the other half running. It drafts the proposal from your call notes within the hour, chases it on a schedule you set, keeps a LinkedIn cadence publishing in your voice, and follows up with past clients at the moments a repeat engagement is plausible.
The short answer
Wysera is the back office for a consultancy of one: it drafts the proposal while the call is fresh, chases it without you feeling like a nuisance, and keeps your LinkedIn presence running during the months you are too busy delivering to post.
- Built for
- Independent consultants, fractional executives, coaches and boutique advisory practices of one to five people, where the same person sells and delivers and selling stops during delivery.
- Not built for
- Consultancies with a dedicated business development team, and anyone who wants the CRM to be the system of record for complex multi-party enterprise deals with custom objects and forecasting hierarchies.
- Category
- Services vertical
- Replaces
- HubSpot, Notion
- Pricing
- One flat bundle price, 20% off annual
- Approval model
- Wyse drafts, a human approves before anything ships
Comparing directly? Wysera vs HubSpot · Wysera vs Notion
Put your own numbers on itTake it with you
The consultant playbook, printable
The four leaks, what to fix in what order, a blank ROI worksheet, and the six questions to ask every vendor on your list. No email required.
What breaks today
The feast and famine cycle: delivery crowds out selling, so pipeline dries up the month a project ends and the next one starts from zero.
Proposals take a day to write and go out three days late, by which point the urgency the discovery call created has gone.
Follow-up feels like nagging, so it stops after one message, and deals that were only ever slow get recorded as lost.
LinkedIn is the channel that generates the inbound, and it goes quiet for the exact months you are billable, which is when it would compound.
How Wysera handles it
Proposals drafted from the call (OpsWyse, Wyse agent)
Wyse turns discovery notes into a proposal against your own template: scope, phases, pricing and terms in the structure you already use. It arrives as a draft you edit and approve, so the proposal goes out the same day while the conversation is still live rather than three days later.
Follow-up that runs without you (OpsWyse)
Every proposal gets a follow-up sequence on the cadence you choose, drafted in your voice and referencing the specific thing you discussed rather than 'just circling back'. The pipeline shows what is genuinely stalled against what is simply waiting, so you stop rewriting the same chase email at eleven at night.
LinkedIn and content on a drumbeat (PostWyse)
PostWyse clones your voice from what you have already published and keeps a posting cadence running through the delivery months. Drafts land in one inbox, you approve or edit, and nothing publishes without your yes. The point is that the channel keeps compounding while you are billable.
Past clients and referrals (PostWyse + OpsWyse)
Past clients are the cheapest pipeline a consultant has. Wysera tracks when an engagement ended and drafts the check-in at the point a repeat or expansion is plausible, plus the referral and testimonial ask while the result is still recent and quantifiable.
Honest context
Why not HubSpot, Notion, or a spreadsheet?
A spreadsheet is genuinely fine for tracking fifteen deals, and plenty of consultants run a good practice on Notion plus a scheduling link. The reason those stop working is not tracking, it is drafting. A spreadsheet reminds you to follow up; it does not write the follow-up, which is the step that actually gets skipped when you are billable. HubSpot's free CRM handles the tracking well and its paid tiers price for teams rather than for one person. Wysera's difference is that the agent produces the proposal, the chase and the LinkedIn post as drafts you approve, so the work happens on the weeks you have no time to do it.
Wysera is the right pick for
Independent consultants, fractional executives, coaches and boutique advisory practices of one to five people, where the same person sells and delivers and selling stops during delivery.
Wysera is not the right pick for
Consultancies with a dedicated business development team, and anyone who wants the CRM to be the system of record for complex multi-party enterprise deals with custom objects and forecasting hierarchies.
For consultant ops
See a proposal drafted from call notes in under an hour.
Live walkthrough: discovery notes to a scoped proposal, a follow-up sequence in your own voice, and a LinkedIn cadence that keeps running while you deliver. 20 minutes.
Frequently asked
Can Wysera write consulting proposals?
Yes. Wyse turns your discovery call notes into a proposal against your own template, with scope, phases, pricing and terms in the structure you already use. It is a draft, not a send: you edit and approve it. The value is timing, because a proposal that goes out the same afternoon lands while the discovery conversation is still live, and one that goes out on day three does not.
How does Wysera keep my LinkedIn going while I am delivering?
PostWyse clones your writing voice from posts you have already published, then keeps a cadence of drafts arriving in one inbox. You approve, edit or skip each one. Nothing publishes without your approval. This is aimed squarely at the failure mode where the channel that generates your inbound goes silent for the three months you are busy, which is exactly when it would have compounded.
Is Wysera overkill for a one-person consultancy?
It depends on where your bottleneck is. If you are tracking a handful of deals and have time to write your own proposals and follow-ups, a spreadsheet and a scheduling link are genuinely enough, and we would rather say so. Wysera earns its place when the drafting is the bottleneck: when proposals go out late and follow-up stops after one message because you are billable.
Will Wysera post or email anything without me seeing it?
No. Approval is the default on every outbound action. Wyse drafts and waits, whether that is a LinkedIn post, a proposal cover note or a follow-up email. Autonomous mode exists but is opt-in per category, and for a personal brand where the writing is the product, most consultants leave it off.
Does Wysera replace HubSpot for a solo consultant?
For most solo practices, yes. HubSpot's free CRM is good at tracking and its paid tiers are priced and built for sales teams, which is a poor fit for one person who also delivers the work. Wysera covers the same tracking and adds the drafting: the proposal, the follow-up and the content. If you need HubSpot's marketing automation depth or its ecosystem of integrations, keep HubSpot.
What happens to my pipeline when a project ends?
That is the case Wysera is built for. Follow-up sequences keep running on proposals while you are delivering, the content cadence keeps publishing, and past clients get a drafted check-in at the point a repeat or expansion is plausible. The intent is that the month a project ends is not the month the pipeline starts from zero.
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