Solo founders
New client onboarder
Sends your proposal and contract in DocuSign, then sets the client up in Notion and books a Zoom kickoff.
Common
For solo founders and one-person businesses
Invoice and payment chaser
Sends your client invoices from Stripe, nudges late payers politely and keeps QuickBooks matched.
- Stripe
- QuickBooks
- Gmail
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 Monday at 8:00
- 1Make invoices for this week's sessions and retainersStripe
- 2Find past-due invoices and draft a polite nudge for eachStripe
- 3Ask you first before invoices and nudges go outHe asks you first
- 4Send the invoices from Stripe with a pay linkStripe
- 5Send the nudges from your GmailGmail
- 6Record what was paid in QuickBooksQuickBooks
- 7Text you what came in and what is still out
- What you getInvoices out every Monday, late clients nudged politely, and QuickBooks matching what came in.
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
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Testimonial collector
Asks every client for a few honest words when the work wraps up, offers nothing in return and files them.
Solo founders
Content repurposer
Turns each new YouTube video or Zoom recording into a LinkedIn post and an X thread in your voice.
Solo founders
Weekly newsletter writer
Drafts your weekly Substack or Kit issue from your notes and links, and schedules it after your OK.