01
Present your expertise
Create a credible professional website that explains your services and approach.
Solo industries
Solo for consultants
Consultant booking software, from discovery call to invoice.
Give prospects a clear place to book a discovery call. Keep client details and consultation notes together, then prepare a quote for the agreed project and an invoice for your work.
Professional websiteOnline bookingsProducts and customer management£0 per additional staff member
Built for Consultants
Your business. Connected.
Solo brings together
Website + Bookings + Customers + Finance
A practical guide for your trial
Follow a consulting enquiry from discovery call to agreed work
Try a discovery call for a small advisory project. Check whether the prospect understands the appointment, whether you can find the discussion notes, and whether your quote describes a clear next step.
1
Distinguish a discovery call from a paid consultation
Present each as its own service with a description, price and duration. Explain what the prospect should prepare and what the appointment covers. Your Solo website and booking page give them a place to choose a service and request an available time.
2
Keep the discussion with the client record
Record the prospect's objectives, contact details and agreed next steps in customer notes. When preparing the next consultation, use those notes alongside the appointment history. Agree how and where the meeting will take place with the client.
3
Quote for a defined piece of work
Use Solo's branded quotes and invoices to describe the advisory work you agree to provide. State the scope and price clearly, and review the document before sharing it. You define the deliverables and terms for each engagement.
What to check before you commit
- Can prospects distinguish the discovery call from a paid session?
- Can you retrieve the objectives and next steps before following up?
- Does the quote describe the agreed scope and price?
- Have you checked how repeat or retainer appointments will be arranged?
Discovery callStrategy consultationBusiness reviewProject advisoryRetainer consultationImplementation support
Built around your industry
Spend less time managing disconnected tools.
Solo gives Consultants a professional customer experience and one place to manage the everyday work behind the business.
02
Book consultations
Let prospective clients select discovery calls and consultation sessions online.
03
Manage the client journey
Keep client information, notes, quotes and invoices connected.
Your website included
Look professional before the customer ever contacts you.
Create a professional consultancy website that communicates your expertise, services and approach.
Mobile-friendly design
Industry-relevant services
Your own business images and branding
Connected booking and enquiry experience
Your consultant website
Powered by Solo by VCMP
Professional local service
Your business deserves more than a social-media profile.
Publish services, images, contact details and booking options through your own business website.
One connected workspace
The core tools your business needs every day.
Bookings and appointments
Allow prospects to book discovery calls and paid consultation sessions through your website.
Customers and CRM
Keep prospect and client details, notes, communication and service history organised.
Quotes and invoices
Prepare branded quotes and invoices for projects, retainers and advisory work.
AI-assisted website setup
Describe your business and use Solo to help create professional website wording around your services.
Replace everyday friction
Built around the challenges Consultants face.
Solo helps turn scattered business administration into a clear, connected workflow.
Turning expertise into clearly presented services
Managing discovery-call requests
Following up with prospective clients
Preparing professional proposals and invoices
Frequently asked questions
Solo — Consultants
Can clients book discovery calls with Solo?
Yes. You can create discovery-call and consultation services connected to your availability.
Can I create consulting quotes and invoices?
Yes. Solo includes quote and invoice functionality using your business information and branding.
Can Solo build my consultancy website?
Yes. Solo includes a website builder suitable for professional and consulting businesses.
Related guidance
Explore related industries
More ways Solo adapts.
Ready to run your consultant business with Solo?
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