For Freelancers & Consultants
Your agents run the business. You do the work you love.
Lead follow-up, proposals, client onboarding, invoicing — the business side that eats your billable hours. Your agents handle it.
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Watch your agent run your business developmentrunning...
What your agents handle.
P
Pipeline Agent
- Monitor your inbox for inbound leads
- Qualify leads based on your criteria
- Send personalized follow-up sequences
- Schedule discovery calls
- Keep your pipeline updated
P
Proposals Agent
- Draft proposals based on your past work, pricing, and templates
- Customize scope and deliverables per client
- Send proposals for your review before delivering
- Follow up on unsigned proposals
- Track win/loss rates
O
Operations Agent
- Generate contracts from your templates
- Set up project workspaces for new clients
- Schedule kickoff meetings
- Track time against project budgets
- Generate invoices and send payment reminders
- Send weekly pipeline and revenue reports
What you still do.
youTake discovery calls with qualified leads
youReview and approve proposals before they go out
youDo the actual client work
youBuild relationships
youDecide on pricing and positioning
Your morning briefing.
#daily-briefing
MW
MinuteWorkAPP8:00 AM
PIPELINE
2 new inbound leads — both qualified
Follow-up sent to 3 prospects
1 discovery call scheduled for tomorrow at 2pm
Pipeline value: $28K
PROPOSALS
1 proposal signed: $8,500 (DataCo project)
1 proposal awaiting signature — sent 3 days ago, follow-up sent
1 new proposal drafted — ready for your review
ACTIVE PROJECTS
3 projects in progress
DataCo: 60% of budget used, on track
Meridian: deliverable due Friday — reminder set
Park & Co: kickoff meeting today at 10am
MONEY
Invoice sent: $4,200 (Meridian milestone 2)
Payment received: $6,000 (Park & Co deposit)
Outstanding: $8,700 across 2 invoices
NEEDS YOU
1. Review proposal draft for Apex Labs ($12K)
2. Discovery call prep: new lead from referral
Connects to your existing tools.
GmailGoogle CalendarStripeFreshBooksQuickBooksNotionSlackCalendlyHoneyBookWave
Stop doing admin. Start doing what you're great at.
Create your Server. Your agents handle the business side.