Plan my stackROLE DOSSIER / DIAGNOSE × PROPOSE × DELIVER × CLOSE
See plan cost, the Lean route, and the human gate for every stage.
PURCHASE SIZE / ROLE TEAM
1 operatorPer-member plans scale with the team; account, site, usage, and one-time plans stay fixed until checkout.
DIAGNOSE × PROPOSE × DELIVER × CLOSE
Independent consultants diagnose from cited evidence, scope proposals, book working sessions, keep delivery context, record handoffs, and control financial access.
MEMBERSHIP ROUTE / 6
PLAN DELTA / PROFESSIONAL → LEAN
| Tool | Professional | Decision | Lean | Monthly delta |
|---|---|---|---|---|
| Perplexity | Pro$16.67/mo | Change plan | Free$0/mo | Save $16.67 |
| ChatGPT | Plus$20/mo | Keep plan | Plus$20/mo | No change |
| Notion | Free$0/mo | Keep plan | Free$0/mo | No change |
| Calendly | Standard$10/mo | Change plan | Free$0/mo | Save $10 |
| Loom | Business + AI$24/mo | Change plan | Starter$0/mo | Save $24 |
| QuickBooks | Simple Start$38/mo | Keep plan | Simple Start$38/mo | No change |
FRONTIER WORKFLOW / HUMAN IN LOOP
Source ledger, client facts, assumptions, contradictions, diagnostic questions, and a decision-focused brief.
Open primary sources and confirm confidential client facts before forming a recommendation.
Outcome, scope, exclusions, milestones, meeting cadence, dependencies, price, and acceptance criteria.
The consultant owns feasibility, commercial terms, rights, and every promise.
Working sessions, source-linked artifacts, decision records, open questions, owners, and reviewable revisions.
An expert reviews generated analysis in the client context before submission.
Recorded walkthrough, transcript, operating guide, unresolved risks, next actions, and access-controlled archive.
Review sensitive material, accessibility, and recipient permissions before sharing.
Accepted deliverables, issued invoice, reconciled payment, lessons, reusable method, and client-data retention decision.
The consultant or accountant approves tax, categorization, write-offs, and data deletion.
RESEARCH SIGNALS / OFFICIAL SOURCES
Perplexity Research searches, reads, reasons across multiple passes, and exports a cited report while the consultant remains responsible for source quality.
perplexity.ai02Loom AI Workflows can turn a walkthrough into a transcript or step-by-step guide for a durable client handoff.
loom.com03QuickBooks describes Intuit AI as surfacing insights and acting with permission across accounting, customer, payment, and project workflows.
quickbooks.intuit.com