# Mindie for consultants

> Mindie keeps a consultant's proposal follow-ups, client deliverables, invoices and call notes in WhatsApp, captured by voice note between calls. 7-day free trial.

Source: https://www.getmindie.app/for/consultants (updated 2026-10-29)

## Messages to send Mindie
- After sending a proposal: "Remind me next Wednesday at 10am to follow up with Megan on the proposal"
- A deliverable with a buffer: "Remind me on the 18th at 9am the market report for Acme is due on the 20th"
- Notes from a client call: "Note: Acme wants pricing benchmarks for 3 competitors, not 5"

Mindie is a WhatsApp assistant that keeps a consultant's proposal follow-ups, deliverables, invoices and call notes in one chat. After a pitch, send "remind me next Wednesday at 10am to follow up with Megan on the proposal" and the follow-up is set before you've closed the laptop.

Consulting work is spread across several clients at once, each with its own deadlines, asks and unpaid invoices. The work itself gets done. The small promises around it are what slip: the benchmark you said you'd send, the proposal nobody chased.

## What consultants use it for

- **Proposal follow-ups,** a few days after sending.
- **Deliverable deadlines,** with a reminder two days before.
- **Call notes per client,** by voice note straight after the call.
- **Invoices,** with a reminder to chase if unpaid. See [invoice follow-up reminders](/reminders/invoice-follow-up).
- **Renewals of retainers and contracts,** a month ahead.

## Why it fits

- **Capture takes seconds.** A voice note between calls is enough.
- **One place for every client.** Ask "what's due for Acme this week?" instead of checking five tools.
- **Calendars.** Google or Outlook Calendar events from a message.

## How it works

Link your WhatsApp number, then send reminders, notes and lists in plain words, voice notes or screenshots. Mindie confirms each one and messages you on time, in your timezone. Reply to a reminder to move it. Every Sunday it sends a recap of the week ahead.

## What Mindie doesn't do

- **It doesn't message clients** or send invoices.
- **It isn't a CRM or time tracker.** It makes sure you remember what you promised.

## FAQ

### Can I keep notes per client?
Yes. Start each note with the client's name, then ask "what did Acme ask for?" and Mindie finds it.

### Does Mindie send follow-ups to clients?
No. Mindie only messages you. The follow-up itself comes from you.

### Can it add client calls to my calendar?
Yes. Connect Google or Outlook Calendar and ask Mindie to add the call.

## Related
- [Mindie for freelancers](https://www.getmindie.app/for/freelancers)
- [Client follow-up reminder](https://www.getmindie.app/reminders/client-follow-up)
- [Invoice follow-up reminder](https://www.getmindie.app/reminders/invoice-follow-up)
- [Voice note reminders](https://www.getmindie.app/features/voice-note-reminders)