# ConnectMachine for consultants

> ConnectMachine gives consultants one digital business card for every client meeting and conference, an AI scanner that turns collected cards into clean contacts, and a note on each person recording what you discussed. When a project ends and the next one starts, your network is organized and ready to work.

ConnectMachine is an AI agent for digital business cards and contact management.
Web version of this page: https://www.connectmachine.ai/for/consultants/

## How it works

### Share a card that fits the room

Keep one card for client work and another for conferences or advisory roles, and choose what each shows. Share by QR, link, or tap, with nothing for the client to install.

### Capture every stakeholder

Kickoffs and steering meetings produce a table full of names. Scan their cards or exchange digitally, and each person lands as a clean contact tagged to the engagement.

### Keep the thread across engagements

Attach notes on scope, politics, and promises to each contact. Months later, ask the AI Concierge who you met at that client and pick the relationship back up with the detail intact.

## Why consultants choose ConnectMachine

### A network that compounds

Consulting careers are built on people from past projects. Notes and searchable contacts mean every engagement adds to a network you can actually use, not a pile of names.

### Follow-up with the exact context

Reference the workshop, the objection, or the initiative they mentioned. Specific follow-up is what turns a former client into the next engagement.

### Private by design

Your relationships are your asset. Contacts and notes stay private to you, and you can export to CSV or your CRM whenever you need to.

## FAQ

### What is the best digital business card for consultants?

One that handles both directions of the exchange: sharing your details cleanly by QR or link, and capturing the stakeholders you meet as organized contacts with notes. ConnectMachine is built around that loop.

### How do consultants keep track of stakeholders across projects?

Each contact in ConnectMachine carries notes and the context of where you met. Search by company, project, or what was discussed, and the right person comes back even years later.

### Can clients save my card without installing anything?

Yes. They scan your QR code or open your link in a browser and save your details in one tap, no app required on their side.

### Does it work for a consulting team or practice?

Yes. The Team plan gives every consultant a card under central billing with admin branding controls, and contacts can sync to the practice's CRM.

## Use cases for consultants

- [Share your contact without an app](https://www.connectmachine.ai/use-case/share-contact-without-an-app.md): Create a digital business card in ConnectMachine, then share it with a QR code, a link, or a tap.
- [Follow up after a networking event](https://www.connectmachine.ai/use-case/follow-up-after-networking-events.md): After an event, ConnectMachine shows everyone you met with the notes and reminders you set, so you can follow up while it still matters.
- [Remember what you talked about](https://www.connectmachine.ai/use-case/remember-what-you-talked-about.md): ConnectMachine keeps a note on every contact, so after you meet someone you jot where you met, what you discussed, and what to follow up on.