SoloClientStack · Templates
Templates that connect
to your workflow.
Not generic downloads. Every template here is designed to connect to the AI prompt, the automation, or the next step in your operating system — so copying it into a doc is just the start.
Proposals
Client-facing templates
The complete 8-section proposal template — designed to work with the Claude proposal prompt. Includes the discovery call capture structure, the AI prompt, and the section-by-section breakdown with guidance on what each section needs to accomplish.
Get the template →The 3-question pre-call questionnaire sent automatically after a Calendly booking. Captures current situation, goals, and timeline — in the format that feeds directly into your Claude proposal prompt. Build in Tally (free) in under 20 minutes.
See the workflow →Three follow-up emails for after a proposal sends. Day 3 (light check-in if unopened), day 7 (value-add), day 14 (final close or graceful exit). Designed to work with PandaDoc view tracking via Make.
Onboarding
Client start templates
The complete Make scenario that fires the moment a client signs. Welcome email, intake form, payment link, and kickoff scheduling — all automated from a single HubSpot deal stage change. Includes the Make scenario map and email templates.
Read the guide →The intake form that collects everything you need before the kickoff call — goals, constraints, key stakeholders, existing tools, success criteria, and communication preferences. Built in Tally and connected to HubSpot via Make.
Kickoff call agenda template plus the Claude prompt that turns intake form responses into a customized agenda and talking points for the first client meeting.
Operations
Weekly and monthly ops templates
Friday ops review template: open proposals, active client statuses, pipeline health, time allocation review. 20-minute weekly habit that catches problems before they become crises. Notion template included.
Monthly review template with Claude prompt to analyze the month's data — revenue, pipeline conversion, time allocation, and next month's priorities. 45-minute monthly habit that replaces reactive business management.
20 Claude prompts for the consultant OS: proposal drafting, discovery prep, status report generation, client communication rewrites, scope creep emails, meeting summaries, and strategic analysis frameworks.
Get new templates first
New templates publish every 2–3 weeks. Subscribers get them before anyone else — plus the complete OS blueprint with every template mapped to the workflow it serves.
- AI proposal template — available now
- Discovery questionnaire — available now
- Onboarding intake form — next
- Weekly ops review — Notion template — coming
- Consultant AI prompt library — coming
Free for subscribers
No spam. Unsubscribe any time.