Consulting & Services
As a consultant or service provider, your time is your most valuable asset. Marin handles client communications, proposal management, scheduling, and follow-ups so you can focus on delivering great work.
Daily Tasks for Consultants
Client Communication
Stay on top of client emails without spending hours crafting responses.
EXAMPLE REQUESTS
"Draft a response acknowledging their project request and saying I'll send a proposal by Friday"
"Reply to this client inquiry explaining my consulting process and hourly rate"
"Send a professional follow-up email checking if they received my proposal"
Creating Proposals and Documents
Generate professional proposals, meeting notes, and project documents quickly.
EXAMPLE REQUESTS
"Create a Google Doc with a project proposal template for [client name]"
"Draft meeting notes from today's client call and save them to my Projects folder"
"Create a spreadsheet to track project milestones and deliverables"
Scheduling Client Meetings
Eliminate the scheduling back-and-forth that eats up your day.
EXAMPLE REQUESTS
"Schedule a discovery call with jane@company.com for next week, any day between 2-4pm"
"Create a Zoom meeting for my project kickoff with the team tomorrow at 10am"
"Move my Tuesday client call to Thursday at the same time"
Managing Follow-ups
Never miss a follow-up or let potential clients slip through the cracks.
EXAMPLE REQUESTS
"Remind me to follow up with the prospect I sent a proposal to in 3 days"
"Check in next Monday if the client has signed the contract"
"Set a reminder to send the project update to the client next Friday"
Organizing Client Information
Keep all client details, project notes, and deliverables organized in one place.
EXAMPLE REQUESTS
"Create a Notion page for my new client [company name] with their contact info and project scope"
"Add to my client database: New client from meeting today - interested in Q2 strategy work"
"Search my Drive for the contract template I used last month"
Research and Information Gathering
Quickly gather background information on clients or industry insights.
EXAMPLE REQUESTS
"Search the web for recent news about [client's company] to prepare for our meeting"
"Find industry trends in [specific field] from the past 6 months"
"Look up best practices for [specific consulting topic]"
Complete Daily Workflow Example
Here's how a management consultant might use Marin throughout the day:
7:30 AM - Morning Prep
"What meetings do I have today and are there any urgent client emails?"
9:00 AM - Respond to Inquiry
"Draft a response to this consulting inquiry explaining my services and suggesting a discovery call"
10:30 AM - Meeting Notes
"Create a Google Doc with notes from my client call: key points discussed, action items, and next steps"
1:00 PM - Schedule Follow-up
"Schedule a check-in call with my client for 2 weeks from today"
3:00 PM - Proposal Work
"Create a proposal document for [client name] including project scope, timeline, and deliverables"
5:00 PM - Set Reminders
"Remind me Friday to send the finished proposal and follow up if I don't hear back in 5 days"
What Consultants Connect
- Gmail - Essential for client communication
- Google Calendar - Schedule client meetings and manage availability
- Google Drive - Store proposals, contracts, and project documents
- Zoom - Quick video meeting setup for client calls
- Notion - Organize client information, project notes, and workflows
- Web Search - Research clients and industry trends