# How a solo consultant uses a community and networking agent Source: https://soloconsultantaiteam.com/guides/community-and-networking-agent Updated: 9 November 2026 Author: The Solo Consultant's AI Team. Written by a working solo consultant who runs her business with a team of AI agents. A community and networking agent drafts a note to someone you already know and keeps a light record of how you know them. You choose who is worth a note, you edit it, and you send it. The [AI agent](https://soloconsultantaiteam.com/glossary#ai-agent) remembers the last touch. It does not build a fake network. ## Who belongs in the record? People you have met, worked with, or traded useful notes with. A peer, a past client you may work with again, a person who introduced you. A stranger from a list does not belong here. Each record stays small. Name, how you met, last touch, and one thing you would actually say next. If you cannot fill that, you do not know them well enough for this role. ## What does a good outreach draft look like? It refers to the last real contact. It asks one thing or offers one thing. It is short. It sounds like a note you would send on a Tuesday, not like a campaign. Paste the last email or your own line about how you met. The draft should use that. If it flatters, sells, or pretends you are closer than you are, rewrite it or skip the person. ## How do you keep the record light? Cap the active list. Thirty people you could write to this quarter is a lot for a solo practice. Archive the rest. A long database becomes a chore, and the drafts get generic. ## How do you set up the networking agent? 1. Define who counts. Write the rule in the [agent persona](https://soloconsultantaiteam.com/glossary#agent-persona). Met, worked together, or a real exchange. No purchased lists. 2. Start with ten people. For each: how you met, last touch, and whether you owe them a note. Ten honest rows beat fifty thin ones. 3. Add two notes you sent. Pick outreach you were glad you sent. That is the voice. 4. Draft one note. Choose a person with a real reason this month. Edit until you would send it today. 5. Send it yourself. From your own mail or message tool. Log the date in the record after you send. 6. Review the cap monthly. Add a person only by dropping or archiving another, unless the list is still under your cap. ## What does a networking [routine](https://soloconsultantaiteam.com/glossary#routine) look like? A small weekly habit, not a daily blast. - Thursday: Pick one person with a real reason. Draft the note. Send it if you would sign it. - After you send: Update the last-touch line in the record the same day. - Month end: Read the list once. Archive people you will not write. Add someone you actually met. - When the chief of staff flags a name: Only follow it if they are already in this record or you just spoke. ## What are the approval rules? The networking agent may draft a note and update a record you maintain. You choose the person and you send. That send is the [approval gate](https://soloconsultantaiteam.com/glossary#approval-gate). It may not message anyone, connect on your behalf, or export the list. It may not add a person you have not met or written with. You add rows yourself. It may not invent a shared history, a compliment, or a reason you are writing. The last touch has to be in the record. It may not turn the note into a pitch unless you asked for a pitch and the relationship can hold it. ## Common questions ### Is this a CRM? It is a short list and a draft. If you already keep a CRM, paste the rows from there. The agent does not need to become another database. ### How often should I write to the same person? When you have a real reason. The Thursday routine is one note in total, not one note per person. Most names will sit quietly for months. ### Can it suggest who to write? It can surface people whose last touch is old, using dates you stored. You still pick the one with something to say. ### Which product includes this role? The full kit includes community and networking with the other roles. The free PDF shows the lane on the org chart. ## Read next - [The Solo Consultant's Agent Org Chart](https://soloconsultantaiteam.com/free-org-chart): Free PDF. The map of the eight roles. - [The Full Agent Team Kit](https://soloconsultantaiteam.com/team-kit): The full kit. Launch price $79. Regular price $99. - [How a solo consultant uses a sales and pipeline agent](https://soloconsultantaiteam.com/guides/sales-and-pipeline-agent) - [How to build an AI agent team as a solo consultant](https://soloconsultantaiteam.com/guides/how-to-build-an-ai-agent-team) - [How to set up an AI chief of staff as a solo consultant](https://soloconsultantaiteam.com/guides/ai-chief-of-staff) Published by The Solo Consultant's AI Team.