Solo founders
Invoice and payment chaser
Sends your client invoices from Stripe, nudges late payers politely and keeps QuickBooks matched.
Common
For solo founders and one-person businesses
Lead follow-up rep
Follows up with every coaching or consulting lead who went quiet, and keeps your Notion lead list current.
- Notion
- Gmail
- Calendly
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 9:00
- 1Find leads in your Notion list quiet for 4 or more daysNotion
- 2Read each email thread to see where it standsGmail
- 3Draft a short follow-up with your Calendly linkCalendly
- 4Ask you first before sending the follow-upsHe asks you first
- 5Send them from your GmailGmail
- 6Update each lead's status and next date in NotionNotion
- 7Text you who replied and who booked a discovery call
- What you getEvery lead followed up in your voice, and a Notion list that shows where each one stands.
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
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.
Solo founders
Content repurposer
Turns each new YouTube video or Zoom recording into a LinkedIn post and an X thread in your voice.