Freelancer & Solopreneur
Be a one-person operation that runs like a team
When you're the CEO, CFO, head of sales, and the entire delivery team, things fall through the cracks. An AI assistant fills the gaps so you can focus on the work you actually get paid for.
Client Onboarding Workflow
Professional onboarding without the manual setup.
How it works
When you land a new client, tell your assistant the basics: name, project type, scope, timeline, rate
It creates a project folder with your standard structure: contract, scope doc, timeline, communication log
It sends the client a welcome email with what to expect, your communication preferences, and any intake questions
It sets up recurring check-ins and milestone reminders
It tracks the onboarding checklist: contract signed, deposit received, kick-off call scheduled, access granted
Result: Clients feel taken care of from day one. Nothing gets missed.
Time Tracking & Invoicing
Track time painlessly and invoice on schedule.
How it works
You log time in plain language: "2 hours on Client A website redesign" or "45 min call with Client B"
Your assistant categorizes by client, project, and task type
At the end of each billing period, it generates invoices with line-item detail
It tracks payments and sends reminders for overdue invoices
Monthly, it shows you: hours worked by client, effective hourly rate, and utilization rate
Result: Accurate invoicing, on time, with zero spreadsheet wrangling.
Proposal & Pitch Builder
Respond to opportunities quickly with polished proposals.
How it works
A prospect reaches out with a project need. You tell your assistant the details
It drafts a proposal using your template: understanding of the problem, your approach, timeline, deliverables, pricing
It includes relevant portfolio pieces and testimonials from similar work
It estimates effort based on your historical data: "Similar projects have taken 40-60 hours"
You review, customize, and send—typically within hours, not days
Result: Fast, professional proposals that help you win work.
Content & Visibility
Stay visible between projects without a marketing team.
How it works
Your assistant maintains a content calendar: blog posts, LinkedIn updates, portfolio updates
It drafts content based on your recent work: "You just finished a brand redesign—here's a case study draft"
It suggests topics based on what's trending in your industry and what your ideal clients search for
You review and post in one weekly 20-minute session
It tracks what gets engagement so future content is more of what works
Result: Consistent visibility that attracts inbound leads.
Financial Planning
See where you stand without an accountant on retainer.
How it works
Your assistant tracks all income and expenses from your invoices and receipt logs
It estimates quarterly tax payments based on year-to-date income
It projects runway: "At current burn rate, you have 4 months of savings. You need to close 1 more project by March"
It tracks which clients are most profitable by comparing revenue to hours invested
Year-end: it generates a summary for your accountant with categorized income and expenses
Result: Financial clarity without financial stress.
Ready to set this up?
Every setup is custom-built around your workflow. We'll figure out which of these use cases matter most and have you running in days, not months.
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