Self-serve kit

Solo Agency Kit

A practical kit for consultants and one-person agencies who want a repeatable system for intake, proposals, delivery, and client follow-up.

$29 founding price targetNo callsNo custom implementation

Status

This kit is being prepared. Join the list to get the launch link and early templates.

Get the kit launch email

Receive the Solo Agency Kit when the first version is ready.

Included in v1

Lead intake form template
Client onboarding checklist
Proposal and scope template
CRM setup guide (HubSpot free tier)
Follow-up email sequence outline
Weekly pipeline review structure

Safety rules

This kit covers business operations for consulting and service work. It does not automate legal, tax, medical, financial, or confidential client documents. It does not promise revenue, client acquisition results, or compliance outcomes.

View the agency stack page

FAQ

Does this include custom implementation?

No. This is a self-serve kit. It is designed to help you implement the workflow yourself without custom support.

Does it work for any type of consulting?

Yes for service businesses that handle client intake, proposals, and project delivery. It is not designed for financial advisory, legal, medical, or regulated professional services.

Can I use this with my existing tools?

The kit focuses on lightweight, free-tier-compatible tools. You can adapt the workflows to your current stack.