Freelancers and consultants

When you bill by the hour, the work that pays is client work. Everything around it still has to happen. Calls need scheduling, notes need writing up, invoices need chasing, expenses need filing, and the pipeline needs to stay warm for when this project ends. All of it lands on you, and every hour spent on it is an hour you did not bill. The Consultant pack is built for exactly that squeeze. You hire a small team that owns the admin and the follow-through around your client work, so you stay on delivery and nothing quietly slips.

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The pack you hire

Pick the Consultant pack and your Chief of Staff reads what you do, then comes back with a roster split into three small teams. Each team becomes one channel in your workspace, so client work, money, and growth each have their own room instead of one crowded inbox.

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Clients

This is the team that makes sure no client ever feels dropped between sessions.

• Calendar and meetings. Reads your incoming meeting requests, books the right slot, and keeps your calendar free of clashes, so client calls just land without the back and forth.
• Meeting recaps. After a call, turns your notes into a clean recap for everyone who attended and captures the action items as tasks, so the follow-ups are written down before you have moved on to the next client.

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Finance

The team that keeps the money side tidy without you opening a spreadsheet.

• Invoice reconciliation. Matches the payments coming in against the invoices you sent, pulls the receipts together, and flags anything that does not line up, so you always know exactly who has paid.
• Expense capture. Catches receipts as they arrive and files them into a running weekly expense sheet, so come billing or tax time the numbers are already there and sorted.

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Growth

The team that keeps a pipeline moving while your hands are full delivering.

• Lead enrichment. Takes a new inbound lead, fills in the background on who they are, and drafts a first-touch reply for you to send, so you can qualify and respond without stopping the work you are paid for.
• Weekly newsletter. Turns your recent notes and posts into an on-brand newsletter draft that keeps you in front of past and future clients, and shows you every draft before it goes out.

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Make it yours

The three teams are a strong starting point, not a fixed menu. Your Chief of Staff shapes them around your business and the goals you pick, and you can keep adjusting by chatting.

• “Drop the newsletter, I get all my work through referrals.”
• “Add someone to draft proposals for new clients.”
• “Swap lead enrichment for a role that watches for renewal dates.”

Tell it in plain language and the roster reworks itself in place. When a role you need is not in the catalog, your Chief of Staff builds a bespoke agent shaped around your work and puts it on the same team. See Hiring your team for how the whole flow works.

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What it costs

You pay for the work your team actually does, measured in credits, not for how many agents sit on the roster. A quiet week where you are heads down delivering is a cheap week. See How credits work for the details.