Choosing the Right Platform as a Consultant
The best email marketing tool depends on the size of your practice, your sales process, and how you generate leads.
If you are building an audience, Kit and Beehiiv are excellent for content-first consultants. Kit's free tier supports 10,000 subscribers. Beehiiv's referral program grows your list organically.
If you need pipeline tracking, ActiveCampaign gives you CRM and email in one platform. Brevo offers a free CRM alongside email. For consultants managing multiple prospects, having pipeline visibility alongside email is valuable.
If time is your biggest constraint, Sequenzy's AI generates complete sequences so you can set up your email marketing quickly and get back to client work.
The Consultant Email System
Three email strategies drive the most value for consultants:
Thought leadership newsletter establishes authority. One email per week sharing insights, frameworks, and analysis positions you as the expert. Consistency compounds over time. After 6-12 months, you become the person decision-makers turn to.
Lead nurture sequence converts subscribers into clients. When someone downloads your lead magnet, a 4-email sequence builds trust through value and social proof, then invites a discovery call. This works while you sleep.
Client retention emails generate repeat business. Regular check-ins and proactive insights between engagements keep relationships warm. Past clients become repeat clients and referral sources.
Getting Started
Start with these steps regardless of which platform you choose:
- Create a high-value lead magnet that demonstrates your expertise and attracts your ideal clients
- Set up a nurture sequence that builds trust and invites discovery calls
- Commit to a weekly newsletter sharing one actionable insight per email
- Automate proposal follow-ups so no opportunity goes cold
- Build client retention emails to generate repeat business
The consultants who build thriving practices are not always the most skilled. They are the ones who consistently demonstrate expertise and stay visible. Email marketing is the most efficient way to do both.