Who it’s for · Consultants and agencies

An AI business advisor for consultants and agencies

Win your first clients, package your services, set your rates and grow beyond your own hours, with a week-by-week plan and advice whenever you need it.

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Then from $19 a month
Cancel before it ends and pay nothing
Sign up with Google or email

Questions founders like you ask Wren

Wren answers with your business, where you’re based and your numbers in mind, and ends each answer with a next step you can add to your plan.

“Should I charge by the hour or a fixed fee?”
“Where will my first clients come from?”
“When should I hire help or move clients to retainers?”

Your first 12 weeks

A typical starting plan. Yours is built from your answers in setup, so the steps, order and providers change with your stage, location, time and budget.

Week 1
Prove people will pay Strategy
List 30 people who could hire or refer you, and talk to 10 of them this week.
Week 1
Write a one-page plan Strategy
Fill in a Lean Canvas: customer, problem, offer, channels, revenue, costs and your unfair advantage.
Week 1
Check your name and protect your brand Legal & setup
Search the trademark register and company register for conflicts before you print anything.
Week 1
Choose a structure and register the business Legal & setup
Choose between sole proprietorship (simplest) and a limited company (protects personal assets and is what investors expect).
Week 2
Register for taxes Legal & setup
Register with your tax authority for a business tax ID.
Week 2
Open a business bank account Money
Keep every business payment out of your personal account from day one.
Week 2
Create your brand basics Brand & web
Pick a logo, two colours and two fonts, and write them on one page so everything stays consistent.
Week 3
Set up bookkeeping Money
Connect your bank feed to accounting software so transactions sync automatically.
Week 3
Get contracts and policies in place Legal & setup
Use a Master Services Agreement plus a Statement of Work for each project.
Week 3
Get the right insurance Legal & setup
Professional indemnity is the essential cover for consultants; many clients require it in contracts.
Week 3
Choose where you’ll work Space
Working from home is fine early on. Use a virtual office for a professional registered address and mail handling.
Week 3
Launch your website Brand & web
One page is enough: who you help, results, case studies and a booking link.
Week 3
Protect your privacy and safety Legal & setup
Use a business address instead of your home address on your website, invoices and listings: a virtual office, mailbox service or coworking address.
Week 4
Set up how you get paid Money
Invoice with clear due dates (14 days) and accept cards and bank transfer.
Week 4
Set up booking and client management Operations
Use one tool for proposals, contracts, invoices and scheduling.
Week 4
Claim startup credits and perks Money
Before paying for email, accounting, website, booking or marketing tools, check a deals marketplace for a discount or free months.
Week 5
Pick 3 numbers to track every week Strategy
Track pipeline value, utilisation (billable ÷ available hours) and effective hourly rate.
Week 5
Pick two social channels and a posting rhythm Socials
LinkedIn is your main channel. Post 3 times a week about problems you solve, with real examples.
Week 6
Plan your launch Getting customers
Announce on LinkedIn with a clear offer and invite people to a free 20-minute call.
Week 6
Find a mentor and a peer group Programs
Book a free session with a business mentor or advice centre near you.
Week 7
Land your first 10 customers Getting customers
Ask your 10 warmest contacts for one introduction each.
Week 8
Track every lead in a simple CRM Getting customers
Log every conversation with a next step and a date.
Week 8
Start an email list Getting customers
Collect emails from your website, checkout and events.
Week 10
Work out what it costs to win a customer Getting customers
Divide what you spent on marketing, events and proposals (including your time) by new clients won.
Week 10
Review your pricing Strategy
Move from hourly to fixed-price packages or retainers.
Week 11
Collect reviews and testimonials Getting customers
Ask happy customers within 48 hours of a great moment, with a direct link.
Week 12
Measure your sales pipeline Getting customers
Track proposals sent, your win rate and the average value of a project.
Week 12
Set up customer support Hiring & team
Use a shared inbox or chat widget and reply within one business day.

Numbers to watch

Track pipeline value, utilisation (billable ÷ available hours) and effective hourly rate.
Divide what you spent on marketing, events and proposals (including your time) by new clients won.
Track the share of clients who come back for a second project or move to a retainer.
Customer value over time: average monthly spend × gross margin × average number of months a customer stays.

Log your main number (revenue booked) in each weekly check-in, and Wren tells you what it means and what to do next.

Providers Wren may suggest

For each step, Wren picks the three best fits for your business and location from a directory of 300+ providers. Some that often come up, depending on where you’re based:

FreshBooksAccounting & bookkeeping
DubsadoBooking & client management
BonsaiContracts & policies
DocusignContracts & policies
CalendlyBooking & client management
Acuity SchedulingBooking & client management
International Coaching FederationAccelerators, incubators & mentoring
ContraFreelancers & agencies
HunterMarketing & sales tools
CloseMarketing & sales tools
SCOREAccelerators, incubators & mentoring
MicroMentorAccelerators, incubators & mentoring

Listings aren’t endorsements. Providers can’t pay to be recommended.

Questions

What should a consultancy track each week?

The value of the proposals you have open, the share of your hours you can bill, and what you really earn per hour. Wren checks these in your weekly check-in and suggests what to fix first.

Can Wren help with proposals and contracts?

Wren helps you structure proposals, scope and payment terms, and tells you what to have a lawyer review. It points you to contract tools that suit where you’re based.

How does the free trial work?

Answer the setup questions, choose Starter or Pro and add your card. Nothing is charged for 14 days. We email you 3 days before your trial ends, and you can cancel any time before then in one click so you’re never charged.

Other businesses Wren helps

Every plan is built for the kind of business you run.

Start your plan this week

Start your 14-day free trial

Then from $19 a month
Cancel before it ends and pay nothing
Sign up with Google or email