FOR INDEPENDENT CONSULTANTS AND BUSINESS COACHES
Keep your promises.
Bring good clients back.
Keep client commitments, next steps, and former-client check-ins connected. See what needs attention, inspect the recorded reason, and choose the next move.
Works from the records and selected forwarded or BCC messages you provide. Full mailbox sync is not available. Queue recommendations leave the follow-up decision with you.
No sales call required. Creating an account does not charge you; workspace access starts after verified payment.
01Keep promises
Keep recorded tasks and client commitments with the right person and date. Review the evidence, then complete the source record when the work is done.
02Move client work forward
Review engagement actions, tasks, commitments, and scheduled conversations together. Choose a next step, assign or date the follow-up, and retain your decision.
03Bring good clients back
Use recorded former-client reconnection dates to choose a thoughtful next step. Keep outcomes, introductions, and follow-through with the relationship.
04Run free workshops
Collect registrations, send confirmations and calendar details, schedule reminders, and organize attendance and follow-up from Marketing. Included across active workspaces: up to 50 registrations and 250 workshop emails per UTC calendar month. Review used, reserved and remaining allowance before publishing. Shared reminder scheduling capacity also applies.
05Self-contained migration
Guidance for GoHighLevel, HubSpot, Pipedrive, and CSV with mapping, dry runs, duplicates, reconciliation, and rollback.
06Automation design and simulation
Design rules and test what they would do. Automation Studio does not run background triggers or send campaigns automatically.
07Evidence you can review
The Relationship Revenue Audit reviews recorded activity and next actions; it does not establish recovered revenue or payment attribution. Email capture accepts selected messages matched to one existing contact. Unmatched messages and attachments are not added to contact history. Solo includes owner-governed agentic AI with preview and pause controls.