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Wysera playbook · wysera.ai/for/consultants

Solo consultants: where the revenue leaks, and what to fix first

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.

1. The four leaks

  1. 01The feast and famine cycle: delivery crowds out selling, so pipeline dries up the month a project ends and the next one starts from zero.
  2. 02Proposals take a day to write and go out three days late, by which point the urgency the discovery call created has gone.
  3. 03Follow-up feels like nagging, so it stops after one message, and deals that were only ever slow get recorded as lost.
  4. 04LinkedIn is the channel that generates the inbound, and it goes quiet for the exact months you are billable, which is when it would compound.

2. What to fix, in order

Step 1. 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.

Step 2. 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.

Step 3. 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.

Step 4. 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.

3. Questions to ask any vendor

  1. Can Wysera write consulting proposals?
  2. How does Wysera keep my LinkedIn going while I am delivering?
  3. Is Wysera overkill for a one-person consultancy?
  4. Will Wysera post or email anything without me seeing it?
  5. Does Wysera replace HubSpot for a solo consultant?
  6. What happens to my pipeline when a project ends?

Wysera answers all six at wysera.ai/for/consultants. Ask every vendor on your list the same ones and compare the answers side by side.

4. The honest fit test

Good fit: 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.

Poor fit: 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.

Wysera · wysera.ai · Every number in the worksheet is yours to supply. Nothing in this playbook is a promise about results.