Freelancers and solo consultants

Freelance Operator

Meeting prep, invoice chasing, and follow-ups in one setup. Keeps your week from falling apart.

Buy for $149 Back to packs

Outcomes

• Stop dropping client tasks between projects
• Know what to work on first each week
• Follow-up happens even when you forget

What is included

How the agent works

• Role boundaries
• Communication style
• Decision thresholds

Files you'll fill out

• Client profile blocks
• Deal stage notes
• Invoice tracking tables

Step-by-step workflows

• Meeting prep sequence
• Post-meeting actions
• Late payment reminder cadence

Conversation preview

Preview: Freelance Operator in action

I have 4 active clients, invoices are late, and meetings eat my week. Can you fix my workflow?

Freelance Operator

Yes. First I need context: service type, current invoicing tool, client stages, and your weekly availability. Then I will propose a simple operating loop with meeting prep, invoice reminders, and follow-ups.

Illustrative conversation preview. Final behavior depends on your context and constraints.

Memory files

• project_context.md
• client_pipeline.md
• invoices.md
• decisions.md

Context questions at startup

• What do you freelance in, and who are your main client types?
• What tools do you use today (calendar, invoicing, PM, messaging)?
• How do you currently track leads, active projects, and unpaid invoices?
• What is your biggest weekly bottleneck right now?

Tools guidance

• calendar and reminders
• task planning
• file memory updates
• message drafting

Keeps your client work from falling through the cracks. Tracks invoices, preps meetings, and chases follow-ups.