Use-case stack
Solo Agency Stack
A lean stack for capturing leads, managing clients, delivering work, and keeping follow-up from slipping.
Best for
Freelancers, consultants, and one-person agencies selling services.
Estimated cost
$0-$150/month depending on CRM, forms, and automation usage.
Recommended stack
HubSpot CRM
Lead and client CRMA strong free starting point for tracking contacts, deals, and follow-up.
Typeform
Intake formsGood fit for structured client inquiries and onboarding questionnaires.
Zapier
Lead routingMoves form submissions into CRM, email, sheets, or project management tools.
Canva
Proposal assetsUseful for repeatable proposals, pitch decks, and client-facing visuals.
Suggested workflow
- 1Capture inquiries through a structured form.
- 2Route qualified leads into a lightweight CRM or table.
- 3Send a confirmation email with next steps.
- 4Track project status and follow-up tasks.
- 5Review weekly pipeline and delivery bottlenecks.
Questions before choosing this stack
What should a solo agency automate first?
Automate lead intake first: a structured form, a CRM or spreadsheet entry, and an automatic confirmation email. That reduces missed opportunities without touching sensitive client delivery work.
Do I need a full CRM from day one?
No. A simple CRM, table, or spreadsheet is enough until lead volume becomes hard to track. The important part is having one place for every inquiry and next step.
Can this stack work without client calls?
Yes for early qualification and onboarding. Forms, email templates, and automated routing can remove many manual conversations, but higher-ticket services may still require some human trust building.