SoloGrid field guides
Better systems.
One useful decision at a time.
Practical AI workflow guides for freelancers, consultants, and small service agencies. Start with the part of client work you want to improve today.
Client delivery
A client onboarding checklist that makes the next step clear.
Use this client onboarding checklist to clarify scope, collect inputs, assign approvals, and start freelance projects with fewer unanswered questions.
Read the guide Content and demandTurn one client insight into a useful content workflow.
Build a repeatable content workflow for consultants: capture client insights, write a clear brief, review claims, publish, and learn from qualified responses.
Read the guide Leads and proposalsUse AI to draft a proposal you can stand behind.
Use this AI proposal workflow to qualify client fit, define scope, draft from verified notes, review assumptions, and send a proposal with a clear next step.
Read the guide