Minimalist Client CRM & Retainer Suite for Solo Consultants
Manage client advisory retainers, strategy session notes, automated booking, and clean billing with zero enterprise bloat.
By eliminating 14 hours/month of unpaid admin work (progress reporting, invoicing, scheduling) at an average rate of $175/hr, TheBookOfBiz delivers $2450/month in value for a $14/month investment.
Common Administrative Challenges Resolved
Overwhelmed by heavy corporate CRMs requiring complex pipeline configuration.
Tracking client advisory retainers in messy manual spreadsheets.
Unpaid admin time spent drafting post-consultation summaries.
Features Purpose-Built for Independent Business Consultants
Advisory Retainer Ledger
Track client retainer credit balances with automated low-balance notifications.
AI Advisory Meeting Recaps
Convert quick consultation notes into structured executive summaries.
2-Way Calendar Sync
Sync client booking slots to Google Calendar effortlessly.
Frequently Asked Questions
Can I start with a 7-day free trial?
Yes! Test all CRM features risk-free for 7 days with full functionality.