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AI for agencies, freelancers and consultants

Agencies, freelancers and consultants sell their time and skill. The work runs from choosing a niche to winning the client, doing great work and keeping them on a retainer.

Made for agency or freelance owners
20
AI specialists
12
Stages, plan to money
8
Free tools
37

Your 8 stages

Pick the stage you are at. Items made for agency or freelance owners come first. Items marked “Any business” fit every business and fill the gaps.

  1. 1Services, niche and price7 made for this
  2. 2Site and portfolioFits any business
  3. 3Get foundFits any business
  4. 4Win attention1 made for this
  5. 5Proposals and closing13 made for this
  6. 6Do the client work3 made for this
  7. 7Retainers and referralsFits any business
  8. 8Invoices, contracts and team8 made for this
1

Stage 1 of 8

Services, niche and price

Pick what you offer, who for and how to price it.

  • Freelance website quote and proposal plannerShare website scope, effort, costs and payment terms. Get a bounded proposal draft, price assumptions and contract review questions.WorkflowSafety checked
  • Client fee and work-hour reviewerCompare cash collected with all client work hours. Get fee gaps, late-payment issues and proposed terms to review.AgentSafety checked
  • French consulting market advisorPlan your daily rate (TJM) in the French IT consulting market: ESN margins, take-home by billing set-up, platforms and a negotiation plan.AgentSafety checked
  • Hourly rate calculatorGive it your target pay, costs and billable hours. Get an hourly rate, a day rate and a project price.SkillSafety checked
  • Choose project options within cash limitsAttach cash timing and project choices. Get a feasibility comparison, assumptions and a stop-or-review decision record.WorkflowSafety checkedAny business
  • Service offer test plannerShare your service and buyer context. Get a free-checker plan, a lead-cost rule after real results and a paid starter-offer draft.WorkflowSafety checkedAny business
2

Stage 2 of 8

Site and portfolio

Build a site and portfolio that shows your best work.

  • Developer component brief plannerShare a component design and current design-system rules. Get a brief for states, keyboard use, focus and existing design values.WorkflowSafety checkedAny business
  • Design revision usability test plannerShare a screen, its users, main task and limits. Get a reasoned issue list, a revision brief and a small usability-test plan.WorkflowSafety checkedAny business
  • Logo design planner and reviewerCreate a logo brief and mark plan, then review finished design options against seven tests.WorkflowSafety checkedAny business
  • Visual design handoff builderShare your brand brief, platform and design needs. Get visual rules, checked color pairs, design tokens and an implementation handoff.WorkflowSafety checkedAny business
  • Customer complaint design researcherShare dated complaints, product versions and relevant screens. Get themes, ranked design questions and a small research plan to test possible causes.WorkflowSafety checkedAny business
  • Design system change and migration plannerShare current components, proposed changes and release limits. Get a change list, replacement rules and a staged adoption plan.WorkflowSafety checkedAny business

More by job

Every skill for the job.

3

Stage 3 of 8

Get found

Show up when clients search for what you do.

  • Search blog and page-review plannerShare a keyword, ranking pages and source facts. Get a gap-based brief, a blog draft and on-page SEO fixes after a draft page exists.WorkflowSafety checkedAny business
  • Search topic and content brief plannerShare your topic, website and keyword data. Get grouped search topics, page briefs and an internal-link plan.WorkflowSafety checkedAny business
  • AI recommendation outreach plannerReview which brands and sources AI answers mention, then plan honest contributions to relevant sources where your store is missing.WorkflowSafety checkedAny business
  • AI shopping recommendation reviewerShare product facts, pages and access to AI search tools. Get a question map, observed mentions, gaps and product-page copy drafts.WorkflowSafety checkedAny business
  • Product comparison page writerShare product and competitor facts. Get a comparison-page plan and one sourced draft that starts each section with its answer.WorkflowSafety checkedAny business
  • Search content refresh plannerFind pages losing search traffic, propose updates or redirects and plan how to measure the results after you make changes.WorkflowSafety checkedAny business
4

Stage 4 of 8

Win attention

Reach clients with outreach, content and referrals.

  • Long-form writing plannerPlan a long-form piece like a case study or whitepaper. Get a clear outline with word targets per section and a list of sections to cut.SkillSafety checked
  • Overlooked buyer ad brief writerLook for buyer groups rivals may miss, gather their real words and turn the evidence into a buyer brief and ad ideas.WorkflowSafety checkedAny business
  • Ad body copy and proof editorShare the brief, product facts and evidence. Get body-copy drafts, a supported explanation and each claim matched to proof or a gap.WorkflowSafety checkedAny business
  • Ad brief conflict coordinatorResolve clashing ad briefs into one decision register. Draft only the safe agreed ad copy and return the open decisions with a checkpoint.WorkflowSafety checkedAny business
  • Ad performance recovery brief writerShare dated ad results, past creative and product facts. Get likely causes, unexplored ideas, test briefs and headline drafts.WorkflowSafety checkedAny business
  • Buyer story carousel ad writerShare customer reviews and product facts. Get a buyer brief, problem story, carousel card copy and a single-image story ad draft.WorkflowSafety checkedAny business

Free tools

They run in your browser.

5

Stage 5 of 8

Proposals and closing

Run discovery calls, write proposals and close the deal.

See all 13
  • Sales call proposal plannerShare call notes, offer terms and cost rules. Get a follow-up draft, proposal, margin review and a dated plan to discuss with the buyer.WorkflowSafety checked
  • Sales proposal narrative writerTurn an RFP or buyer brief into a sales proposal plan with win themes, a one-page summary draft and an outline you can write from.AgentSafety checked
  • Stalled sales deal follow-up writerReview why a deal may have stalled. Draft a clear next-step proposal, questions and calm replies from the facts you have.WorkflowSafety checked
  • Quote and proposal builderShare call notes, job photos, or an RFP plus your template. Get a costed proposal with gaps and assumptions for review.SkillSafety checked
  • Sales proposal writerTurn an RFP or call notes into a sales proposal with a summary, price table, timeline and case studies, ready for you to polish and send.SkillSafety checked
  • Sales discovery call coachPlan a 30-minute sales discovery call with an opening, questions by theme, objection answers and a next-step close. Or review a call you just had.AgentSafety checked
6

Stage 6 of 8

Do the client work

Plan, deliver and report on work clients are glad they paid for.

  • Client project closeout and acceptance trackerShare the agreed work, delivery records, client feedback and support terms. Get a signoff tracker, handover and open tasks.WorkflowSafety checked
  • Client project kickoff plannerShare approved design scope, participants and open decisions. Get a kickoff brief, meeting decision and action list; an agenda when needed.WorkflowSafety checkedAny business
  • Research report summary and slide-brief writerShare a report, its sources, audience and sharing limits. Get a plain summary, slide outline and checks across figures and claims.WorkflowSafety checkedAny business
  • Project delivery managerPlan a project that spans several teams. Get a project charter, a plan with owners and dependencies, a risk list and a weekly status report.AgentSafety checkedAny business
  • Client scope change plannerShare the signed scope, change request and available hours. Get a scope comparison, delivery options and a client decision draft.WorkflowSafety checkedAny business
  • Property viewing brief and question plannerShare the listing, supplied terms and viewing needs. Get a source-linked brief and questions to check during the visit.WorkflowSafety checkedAny business
7

Stage 7 of 8

Retainers and referrals

Keep clients happy, renew retainers and earn referrals.

  • Service outage update writerShare confirmed impact, service status and approved facts. Get first, progress and recovery message drafts with a source record.WorkflowSafety checkedAny business
  • Customer issue escalation coordinatorCollect the facts of a stuck issue, prepare an owner brief and draft a checked reply from the owner's actual answer.WorkflowSafety checkedAny business
  • Customer service writerGet a customer service reply draft, the steps to fix the issue and a clear call on when to escalate. Paste the message and your policy.AgentSafety checkedAny business
  • Customer help article writer and reviewerShare repeat questions, solved tickets and current product docs. Get help-page drafts, plain-language edits and checks against the real steps.WorkflowSafety checkedAny business
  • Customer reorder email and results plannerShare product usage timing and buyer stages. Get reorder drafts, audience paths, show/hide rules and a later results review.WorkflowSafety checkedAny business
  • Customer review reply and request plannerShare actual reviews, product facts and response rules. Get themes, reply drafts, checks for overpromising and a plan to request reviews.WorkflowSafety checkedAny business

Specialists

Ready-made roles for your AI.

Free tools

They run in your browser.

8

Stage 8 of 8

Invoices, contracts and team

Write contracts, get paid on time and hire help.

See all 8
  • Service capacity and cost reviewerShare paid hours, client work, fees and separate support costs. Get delivery margin, shared-cost splits and unused-capacity costs.WorkflowSafety checked
  • Change management consultantPlan the people side of a new tool, process or re-org, with a stakeholder map, message plan and adoption checks. Describe the change and who it hits.AgentSafety checked
  • Freelancer transaction and cash reviewSort monthly transactions, match receipts and compare budget. Get cash forecasts and a tax reserve estimate from your rules.AgentSafety checked
  • Service hours and margin calculatorShare paid and billable hours, fees and costs. Check the hours used and cash left after delivery.SkillSafety checked
  • Team experiment week plannerGive a flat team a protected week to try new things. Get dates clear of client work, a new setting and rules for each experiment.SkillSafety checked
  • Weekly metrics report and dashboard builderDefine the numbers to track each week. Build a report and forecast, then show both on one dashboard.WorkflowSafety checkedAny business

Other kinds of business