Build an AI Back Office for Solo Consultants

1. 1

   Pick the four loops and refuse the rest

   Proposal drafting from a call transcript, invoice chasing with graceful escalation, meeting briefs from email context, and renewal tracking with outreach drafts. A tool that does four money loops excellently beats a do-everything agent, and the restraint is your positioning.

2. 2

   Train on the consultant's own corpus

   Their past proposals, SOWs, and emails teach voice, pricing structures, and boilerplate; outputs should read like their best previous work with the details updated. Generic drafts get ignored; their-voice drafts get sent.

3. 3

   Keep approval-first as sacred

   Everything outbound queues for one-tap review; nothing sends itself. Consultants' reputations are their business, and the approval ritual (a morning queue, ten minutes) is what makes delegation to software feel safe.

4. 4

   Chase money with manners

   Invoice follow-ups that escalate from friendly to firm on a schedule the consultant sets, with awkwardness outsourced to the tool ('my system flags overdue invoices'). Getting paid faster is the most felt benefit; measure and show days-to-paid.

5. 5

   Price under one billable hour

   A monthly price beneath the consultant's single hour makes the math self-evident, and annual plans with a white-glove setup (corpus import, template tuning) anchor commitment. The setup is also your churn defense.

6. 6

   Grow through consultant watering holes

   Independent-consultant communities, fractional-executive networks, and the LinkedIn ecosystem where consultants perform expertise are concentrated channels; the founder telling their own before-and-after admin story is the ad.

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