5 plug-and-play workflows that automate client onboarding, follow-ups, invoicing, content, and reporting — using only free tools you probably already have.
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What's inside
Each workflow includes step-by-step instructions, tool recommendations, and copy-paste templates.
New client fills out a form → welcome email sends → project folder creates → kick-off call books. You do nothing.
3 pre-written emails that send automatically after every discovery call. Same-day recap, value add on day 3, gentle close on day 7.
Auto-generate invoices when projects start. Payment reminders at 3, 7, and 14 days. No awkward follow-up emails.
One blog post becomes 8–12 social posts and 4 emails. Written in one afternoon, scheduled for the entire month.
A Notion template that auto-populates with your week’s metrics: revenue, leads, tasks completed, hours worked.
Is this for you?
What readers say
“I set up the onboarding workflow in 25 minutes. My first new client went through it the next day and said it felt ‘incredibly professional.’”
“The follow-up sequence alone closed 2 deals I would have lost. I used to just... forget to follow up.”
“I was skeptical about ‘free tools only’ but every single workflow uses tools I already had. No upsell, no gotchas.”
FAQ
3,200+ solo service owners already use these workflows. Your first automation is 30 minutes away.
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