Solo founders
Lead follow-up rep
Follows up with every coaching or consulting lead who went quiet, and keeps your Notion lead list current.
Common
For solo founders and one-person businesses
Inbox and calendar assistant
Sorts your inbox every morning, drafts your replies and books the calls people ask you for.
- Gmail
- Google Calendar
- Zoom
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery weekday at 7:30
- 1Read new email and sort it: clients, leads, bills, noiseGmail
- 2Draft replies to clients and leads in your voice
- 3Find open times on your calendar for call requestsGoogle Calendar
- 4Ask you first before sending replies or booking callsHe asks you first
- 5Send the replies from your GmailGmail
- 6Book the calls on your calendar with a Zoom linkGoogle Calendar
- 7Text you today's calls and what still needs you
- What you getAn inbox sorted before your day starts, replies drafted, and calls booked only after your yes.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for solo founders and one-person businesses
Solo founders
Invoice and payment chaser
Sends your client invoices from Stripe, nudges late payers politely and keeps QuickBooks matched.
Solo founders
New client onboarder
Sends your proposal and contract in DocuSign, then sets the client up in Notion and books a Zoom kickoff.
Solo founders
Testimonial collector
Asks every client for a few honest words when the work wraps up, offers nothing in return and files them.