AI Blocks › AI help by business › Agencies, freelancers and consultants
Agencies, freelancers and consultants: invoices, contracts and team
Write contracts, get paid on time and hire help. Everything here is made for agency or freelance owners.
- 1Services, niche and price
- 2Site and portfolio
- 3Get found
- 4Win attention
- 5Proposals and closing
- 6Do the client work
- 7Retainers and referrals
- 8Invoices, contracts and team
Plan budgets, costs and cash flow
- Service capacity and cost reviewerShare paid hours, client work, fees and separate support costs. Get delivery margin, shared-cost splits and unused-capacity costs.
- Service hours and margin calculatorShare paid and billable hours, fees and costs. Check the hours used and cash left after delivery.
Lead and manage people
- 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.
- 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.
Track your numbers
- Freelancer transaction and cash reviewSort monthly transactions, match receipts and compare budget. Get cash forecasts and a tax reserve estimate from your rules.
Specialists made for this stage
A specialist is a ready-made role for your AI, with its own methods and checks.
- 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.
- Freelancer transaction and cash reviewSort monthly transactions, match receipts and compare budget. Get cash forecasts and a tax reserve estimate from your rules.
- Legal billing reviewerCheck law firm time entries and invoices before you bill. Get vague entries and rate errors flagged, clearer narratives and a collections reminder draft.
Also useful to any business
- Weekly metrics report and dashboard builderDefine the numbers to track each week. Build a report and forecast, then show both on one dashboard.
- Board decision brief and review plannerShare company facts, source evidence and decisions due. Get an evidence map, board update, open questions and a review schedule.
- Dataset analysis and insight reviewerShare a data file and one clear question. Get a data profile, checked analysis and a ranked brief with actions and limits.
- Employee promotion evidence plannerShare role criteria, work evidence and employee goals. Get an evidence map, development gaps and a promotion discussion brief.
- Facilities contract cost comparison reviewerCompare facilities service coverage and full costs. Summarise contract duties and questions for review, using the same basis for each offer.
- Key hire and results handover plannerShare business bottlenecks, skills and available budget. Get a proposed hire brief, results agreement and one-to-one check-in plan.
- Report totals and definition checkerTrace why recurring reports disagree. Get a difference table, worked examples and draft rules for future reporting.
- Store profit and margin analystBuild unit costs and a monthly profit report from invoices and sales. Split new and returning buyers, then track daily margins.
- Team leader introduction plannerShare your leadership brief and team context. Get an introduction draft, listening plan and proposed results agreements after real conversations.
- Analytics report writerTurn your sales, ad or customer export into a plain analytics report with trends, customer groups, ad returns and what to do next.
- Project cash and debt coverage reviewerLink project cash with debt payments and loan cover. Check source basis so working-capital changes are not counted twice.
- Report definition change reviewerCompare report formulas, dates and counting rules. Find mismatches before presenting a trend or changing a shared definition.
Free tools
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- Cash balance and runway forecastEnter cash, monthly income and spending, plus growth assumptions. Estimate how long cash lasts and any extra amount needed for your target.
- Early payment discount comparisonEnter the invoice, discount, days paid early and yearly interest cost. Compare the discount saving with the cost of paying sooner.
- Employee or freelancer costsEnter salary, employment costs, workload and freelance rate. Compare yearly costs and the hours at which an employee costs less.
- Hourly and day rate calculatorEnter take-home pay, costs, tax and billable time. Calculate the hourly and day rates needed to cover your targets.
- Invoice payment fee calculatorEnter the amount you need after fees, the fee rate and fixed charge. Calculate the total to charge and expected fees.
- Price rise profit calculatorEnter your current price, costs and proposed rise. See how many sales you could lose while keeping the same profit.
- AI run cost calculatorEnter input and output tokens, run count and prices. Compare estimated cost per run and month across the listed models.
- AI workflow time and cost savingsEnter manual and AI task times, review and redo rates, usage and costs. Estimate time saved, its value and setup payback.