Building an AI-Powered CRM That Actually Works for Solo Consultants

Most CRM software is built for sales teams of 10+. Solo consultants need something different. The Architecture Notion database for contact records (free tier) Claude API for email analysis and lead scoring Zapier for automated data entry (free tier) Calendar integration for meeting tracking Total cost: $20/month. AI Lead Scoring Every new contact gets scored 1-100 automatically based on company size, urgency signals, fit with AI services, and decision-making authority. Automated Follow-Up Sequences 80-100: Immediate personal outreach + free audit offer 60-79: Email nurture sequence 40-59: Newsletter list Below 40: Archive Meeting Intelligence After every call: Whisper transcribes, Claude generates structured summary with action items, summary syncs to Notion, follow-up email drafted and queued. Results Lead response time: 4 hours to 12 minutes Follow-up consistency: 60% to 100% CRM maintenance: 5 hours/week to 15 minutes Complete blueprint: wedgemethod.gumroad.com/l/ai-automation-playb