Stakt Consulting
The Digital OS for Top‑Producing Agents
Automate showings, follow‑ups, and pipeline updates with a clear, connected OS for solo agents and small teams.

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Discover how to move from lead to close faster with clear, connected workflows.
Discover how to move from lead to close faster with clear, connected workflows.
The Results Speak for Themselves
The Results Speak for Themselves
Independent agents and small teams using intelligent automation see faster responses, happier clients, and higher productivity—making growth sustainable, not exhausting.
Faster lead response. Automated texts and emails follow up within minutes so no lead goes cold.
Faster lead response. Automated texts and emails follow up within minutes so no lead goes cold.
Less manual work. Showings, reminders, and status updates run on autopilot.
Less manual work. Showings, reminders, and status updates run on autopilot.
More deals closed. Streamlined workflows move clients from offer to close with less effort.
More deals closed. Streamlined workflows move clients from offer to close with less effort.
Stay responsive, stay trusted, win more referrals.
Our Process
Our Process
Our proven three-phase approach takes you from scattered inefficiency to streamlined excellence - without disrupting your existing client relationships or requiring massive time investments upfront.

Discovery & Assessment
We begin by mapping your workflow to spot bottlenecks, redundancies, and wasted time. This reveals where automation can deliver the most value—centralizing your systems into a unified command center.

Implementation & Integration
Next, we implement smart systems tailored to your workflow - connecting existing tools and removing friction. Automated lead routing, follow-ups, and centralized client data streamline daily operations, while we handle the tech so you can focus on clients.
The result: seamless operations that feel effortless.

Optimization & Growth
Finally, we monitor and refine your systems as your business grows. By tracking key metrics and optimizing workflows, your operations become smarter over time—boosting efficiency and enabling scalable growth without added chaos.


Discovery
We meet with your stakeholders to understand your existing workflows and uncover opportunities for optimization through AI, automation, or a new set of tools.


Design & Implementation
We design your custom tech stack and create a plan to implement new systems with your team. We provide training and documentation to make sure the transition is smooth.


Iteration
We check in with stakeholders to understand how these new systems are working and start an ongoing process of iterating and improving systems as new tech becomes available and your company needs grow.
Recent Projects
A few ways we've been helping our clients implement quick wins using simple but powerful tech. Just a glimpse of what's possible!
Built in Project Manager
AI automation which reads meeting transcripts and parses out tasks, issues and goals and adds them to the company project manager, goal tracker and issues database. Includes context, due date, and priority based on conversation surrounding each item.

Personalized Digital Second Brain
An always ready AI powered app that captures your thoughts and ideas. Talk to it and it will store your thoughts/ideas, resources, tasks, etc. for later reference. Integrates with your favorite second brain no code tools like Notion, Obsidian, or Guru.
Digital Team Home
A centralized digital workspace where your team can align, collaborate, and move projects forward - complete with the docs, timelines, and embedded/integrated tools you need to stay on the same page.
Slack Resource Bot
Bot accessible through Slack that acts as a connector between your team and your knowledge base. Ask it a question and it will query any resources in your knowledge base, Google Drive, second brain etc. and give an instant, reliable answer - showing it’s sources and offering a link.

AI Powered Voice and
Chat Agents
Voice or chat bots trained on your companies unique brand voice, internal resource docs, and team member trainings to handle inbound and outbound sales calling, customer service requests, and more.

Built in Project Manager
AI automation which reads meeting transcripts and parses out tasks, issues and goals and adds them to the company project manager, goal tracker and issues database. Includes context, due date, and priority based on conversation surrounding each item.

Personalized Digital Second Brain
An always ready AI powered app that captures your thoughts and ideas. Talk to it and it will store your thoughts/ideas, resources, tasks, etc. for later reference. Integrates with your favorite second brain no code tools like Notion, Obsidian, or Guru.
Digital Team Home
A centralized digital workspace where your team can align, collaborate, and move projects forward - complete with the docs, timelines, and embedded/integrated tools you need to stay on the same page.
Slack Resource Bot
Bot accessible through Slack that acts as a connector between your team and your knowledge base. Ask it a question and it will query any resources in your knowledge base, Google Drive, second brain etc. and give an instant, reliable answer - showing it’s sources and offering a link.

AI Powered Voice and
Chat Agents
Voice or chat bots trained on your companies unique brand voice, internal resource docs, and team member trainings to handle inbound and outbound sales calling, customer service requests, and more.

Built in Project Manager
AI automation which reads meeting transcripts and parses out tasks, issues and goals and adds them to the company project manager, goal tracker and issues database. Includes context, due date, and priority based on conversation surrounding each item.

Personalized Digital Second Brain
An always ready AI powered app that captures your thoughts and ideas. Talk to it and it will store your thoughts/ideas, resources, tasks, etc. for later reference. Integrates with your favorite second brain no code tools like Notion, Obsidian, or Guru.
Digital Team Home
A centralized digital workspace where your team can align, collaborate, and move projects forward - complete with the docs, timelines, and embedded/integrated tools you need to stay on the same page.
Slack Resource Bot
Bot accessible through Slack that acts as a connector between your team and your knowledge base. Ask it a question and it will query any resources in your knowledge base, Google Drive, second brain etc. and give an instant, reliable answer - showing it’s sources and offering a link.

AI Powered Voice and
Chat Agents
Voice or chat bots trained on your companies unique brand voice, internal resource docs, and team member trainings to handle inbound and outbound sales calling, customer service requests, and more.

Built in Project Manager
AI automation which reads meeting transcripts and parses out tasks, issues and goals and adds them to the company project manager, goal tracker and issues database. Includes context, due date, and priority based on conversation surrounding each item.

Personalized Digital Second Brain
An always ready AI powered app that captures your thoughts and ideas. Talk to it and it will store your thoughts/ideas, resources, tasks, etc. for later reference. Integrates with your favorite second brain no code tools like Notion, Obsidian, or Guru.
Digital Team Home
A centralized digital workspace where your team can align, collaborate, and move projects forward - complete with the docs, timelines, and embedded/integrated tools you need to stay on the same page.
Slack Resource Bot
Bot accessible through Slack that acts as a connector between your team and your knowledge base. Ask it a question and it will query any resources in your knowledge base, Google Drive, second brain etc. and give an instant, reliable answer - showing it’s sources and offering a link.

AI Powered Voice and
Chat Agents
Voice or chat bots trained on your companies unique brand voice, internal resource docs, and team member trainings to handle inbound and outbound sales calling, customer service requests, and more.

Built in Project Manager
AI automation which reads meeting transcripts and parses out tasks, issues and goals and adds them to the company project manager, goal tracker and issues database. Includes context, due date, and priority based on conversation surrounding each item.

Personalized Digital Second Brain
An always ready AI powered app that captures your thoughts and ideas. Talk to it and it will store your thoughts/ideas, resources, tasks, etc. for later reference. Integrates with your favorite second brain no code tools like Notion, Obsidian, or Guru.
Digital Team Home
A centralized digital workspace where your team can align, collaborate, and move projects forward - complete with the docs, timelines, and embedded/integrated tools you need to stay on the same page.
Slack Resource Bot
Bot accessible through Slack that acts as a connector between your team and your knowledge base. Ask it a question and it will query any resources in your knowledge base, Google Drive, second brain etc. and give an instant, reliable answer - showing it’s sources and offering a link.

AI Powered Voice and
Chat Agents
Voice or chat bots trained on your companies unique brand voice, internal resource docs, and team member trainings to handle inbound and outbound sales calling, customer service requests, and more.

Built in Project Manager
AI automation which reads meeting transcripts and parses out tasks, issues and goals and adds them to the company project manager, goal tracker and issues database. Includes context, due date, and priority based on conversation surrounding each item.

Personalized Digital Second Brain
An always ready AI powered app that captures your thoughts and ideas. Talk to it and it will store your thoughts/ideas, resources, tasks, etc. for later reference. Integrates with your favorite second brain no code tools like Notion, Obsidian, or Guru.
Digital Team Home
A centralized digital workspace where your team can align, collaborate, and move projects forward - complete with the docs, timelines, and embedded/integrated tools you need to stay on the same page.
Slack Resource Bot
Bot accessible through Slack that acts as a connector between your team and your knowledge base. Ask it a question and it will query any resources in your knowledge base, Google Drive, second brain etc. and give an instant, reliable answer - showing it’s sources and offering a link.

AI Powered Voice and
Chat Agents
Voice or chat bots trained on your companies unique brand voice, internal resource docs, and team member trainings to handle inbound and outbound sales calling, customer service requests, and more.

Built in Project Manager
AI automation which reads meeting transcripts and parses out tasks, issues and goals and adds them to the company project manager, goal tracker and issues database. Includes context, due date, and priority based on conversation surrounding each item.

Personalized Digital Second Brain
An always ready AI powered app that captures your thoughts and ideas. Talk to it and it will store your thoughts/ideas, resources, tasks, etc. for later reference. Integrates with your favorite second brain no code tools like Notion, Obsidian, or Guru.
Digital Team Home
A centralized digital workspace where your team can align, collaborate, and move projects forward - complete with the docs, timelines, and embedded/integrated tools you need to stay on the same page.
Slack Resource Bot
Bot accessible through Slack that acts as a connector between your team and your knowledge base. Ask it a question and it will query any resources in your knowledge base, Google Drive, second brain etc. and give an instant, reliable answer - showing it’s sources and offering a link.

AI Powered Voice and
Chat Agents
Voice or chat bots trained on your companies unique brand voice, internal resource docs, and team member trainings to handle inbound and outbound sales calling, customer service requests, and more.

Built in Project Manager
AI automation which reads meeting transcripts and parses out tasks, issues and goals and adds them to the company project manager, goal tracker and issues database. Includes context, due date, and priority based on conversation surrounding each item.

Personalized Digital Second Brain
An always ready AI powered app that captures your thoughts and ideas. Talk to it and it will store your thoughts/ideas, resources, tasks, etc. for later reference. Integrates with your favorite second brain no code tools like Notion, Obsidian, or Guru.
Digital Team Home
A centralized digital workspace where your team can align, collaborate, and move projects forward - complete with the docs, timelines, and embedded/integrated tools you need to stay on the same page.
Slack Resource Bot
Bot accessible through Slack that acts as a connector between your team and your knowledge base. Ask it a question and it will query any resources in your knowledge base, Google Drive, second brain etc. and give an instant, reliable answer - showing it’s sources and offering a link.

AI Powered Voice and
Chat Agents
Voice or chat bots trained on your companies unique brand voice, internal resource docs, and team member trainings to handle inbound and outbound sales calling, customer service requests, and more.

FAQs
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It's a customized framework of connected workflows, automated processes, and integrated tools designed to centralized your startup's operations.
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It's a customized framework of connected workflows, automated processes, and integrated tools designed to centralized your startup's operations.
How quickly will we see results?
Our lean approach means rapid implementation starting with setting up the basics, then quick win automations, which often means you're up and running within weeks, not months and keep iterating from there.
How quickly will we see results?
Our lean approach means rapid implementation starting with setting up the basics, then quick win automations, which often means you're up and running within weeks, not months and keep iterating from there.
Do we need to replace our existing tools?
Not at all. We leverage your current tech stack, integrating AI and no-code solutions to connect existing tools and fill gaps strategically.
Do we need to replace our existing tools?
Not at all. We leverage your current tech stack, integrating AI and no-code solutions to connect existing tools and fill gaps strategically.
What kind of support do you offer after launch?
We believe in a long-term pertnership. After implementation, we offer continuos refinement and optimization, ensuring your operating system evolves with your company.
What kind of support do you offer after launch?
We believe in a long-term pertnership. After implementation, we offer continuos refinement and optimization, ensuring your operating system evolves with your company.
Start converting missed calls into booked jobs
Start converting missed calls into booked jobs
Start converting missed calls into booked jobs
Reach out for a free demo or to learn more!







