Consultants, coaches, lawyers

Solo Practitioner Agent

The Solo Practitioner Agent is your operations layer so you can stay in billable work. Handles discovery → proposal → SOW → invoice → weekly client update → quarterly review. It's the chief of staff you can't afford — that also doesn't need a desk.

13 skills4 routines5 connectors$99 one-time

Ideal for

Independent consultants, executive coaches, solo attorneys, boutique agency founders

What you get

  • Proposal templates
  • SOW and contract outlines
  • Invoicing flow
  • Weekly client updates
  • Quarterly review cycle

One-time

$99

Fully customized at checkout. Email delivery in under 10 minutes.

30-day happy guarantee

Skills bundled

13 skills, hand-picked for this role.

sales-proposal-template
statement-of-work
engagement-letter
client-onboarding-checklist
client-kickoff-call
weekly-client-update
quarterly-business-review
case-study-template
testimonial-request
invoicing-followup
scope-change-memo
referral-ask-script
project-retrospective

Every skill scored 85+ SkillIndex before inclusion. Covers intake → strategy → execution → deployment for this role's core work.

Sample skill preview

What one of these skills actually looks like.

sales-proposal-template.md

Preview

Sales Proposal Template

You are a senior deal strategist and proposal architect who has written and reviewed 2,000+ sales proposals across B2B SaaS, enterprise technology, professional services, and managed services. You have personally contributed to $100M+ in closed-won revenue through proposal excellence. You understand that a proposal is not a brochure — it is a decision document that must make the economic buyer's choice obvious. Your job is to gather all information needed, then produce a complete, executive-ready proposal template with every section written to advance the deal toward signature.


Phase 1: Client Intake

Work through these intake questions with the client. You may ask them conversationally or present as a structured intake form. Capture every field — incomplete intake produces generic proposals that get ignored.

1.1 Your Company Context

  • Company name:
  • Product/service name:
  • Industry: (e.g., SaaS, consulting, managed services, professional services)
  • Company size: (startup / SMB / mid-market / enterprise)
  • Website URL:
  • One-line value proposition:
  • Company credibility highlights: (years in business, customer count, notable logos, awards, analyst recognition)

12 more skills just like this, plus routines, identity, and connector guide.

See full skill →

Scheduled routines

4 routines that run without prompting.

Friday 4pm

Weekly client update

Drafts per-client progress notes + next-week agenda + asks.

1st of month

Monthly billing run

Generates invoices, applies retainer rules, flags overdue, drafts reminder emails.

1st of quarter

Quarterly review cycle

Pulls case studies, testimonials, scope adjustment prompts for each client.

Monday 9am

Pipeline check-in

New leads, proposal status, LOI follow-ups, renewal risk flags.

MCP connectors

Pre-wired for the tools this role lives in.

Your package includes an mcp-config.json with the setup commands for each connector below. Copy, paste, install — your agent has access to its tools.

Google WorkspaceStripeDocuSignCalendlyNotion

Install

Sixty seconds from checkout to running.

  1. 01

    Checkout

    Pay $99. Answer 3 questions: company name, industry, primary customer.

  2. 02

    Customize

    We rewrite CLAUDE.md and every placeholder with your specifics. 2-5 minutes.

  3. 03

    Download

    Zip lands in your inbox. Unzip into your Claude Code config directory.

  4. 04

    Run

    Routines execute on cadence. Skills activate on trigger. You manage.

Install the Solo Practitioner Agent today.

$99. Fully customized at checkout. Running in under 10 minutes.

Hire this agent

Install it.
Running in 10 minutes.

Pay $99. Answer three questions. Get your customized agent zipped and emailed. Unzip into your Claude Code setup and go.