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Build a niche-specific AI automation offer (any vertical)
Pick any niche — accountants, lawyers, real estate, gyms, restaurants — and build a complete AI automation offer for that industry. The universal version of all the niche-specific templates.
Med spa AI automation offer — build the pitch
Build a $2-3k/month AI automation offer for med spas — booking, no-show recovery, reactivation, and a 5-day plan to land your first client. Adapted from @digitallauraanderson.
HVAC / home services AI automation offer — build the pitch
Build a $1.5-3k/month AI automation offer for HVAC and home services — missed call text-back, lead response, estimate follow-ups, review requests. Adapted from @digitallauraanderson.
Chiro / wellness clinic AI automation offer — build the pitch
Build a $1-2.5k/month AI offer for chiro and wellness clinics — intake, booking, reactivation, progress check-ins, plus a 7-day plan to land your first client. Adapted from @digitallauraanderson.
Dental clinic AI automation offer — build the pitch
Build a $1.5-3k/month AI automation offer for dental offices — patient retention, treatment follow-ups, insurance handling, and a cold outreach script that gets replies. Adapted from @digitallauraanderson.
Mid-project scope creep capture + comms agent
A scope-creep workflow that calls the ask in or out, prices the work, gives the client three options, and produces both the reply and the internal log entry.
Pre-send invoice review agent (catches the things that cause delays)
A pre-send invoice walkthrough: line item check, compliance check, AP-friendliness fixes, the cover email, and the internal record - so the invoice gets paid first time.
Re-engagement agent for a client gone quiet
A 5-output re-engagement workflow: a real hook, the message, the 10-day fallback, a graceful "no" reply, and the CRM note that prevents over-chasing.
Quarterly retainer review agent
A 5-output quarterly review pack: recap doc, outcome scorecard, renewal proposal, the email, and the call talking points - including the response to "we need to think about it."
Five questions to lock a brief after a discovery call
The 5 questions that turn a fuzzy discovery call into a lockable brief. Each question targets the vaguest answer, with a one-line "why I'm asking" so the client doesn't feel interrogated.
Translate a creative concept for a non-creative client
Explain a creative concept to a client who isn't a designer — strip the jargon, use their language, end with the one question that moves the project forward.
Clarify a vague client brief
Reads a client brief, lists what is missing, and writes a polite email asking the five highest-leverage clarifying questions before you start work.
Mid-project written check-in (no meeting needed)
A short labelled check-in email instead of a meeting. Status, next steps, ask. The client gets clarity in 30 seconds and you get your day back.
Monthly retainer recap email
A 4-section monthly recap that keeps a retainer client warm: what shipped, what it delivered, what's next, what you need from them.
Friday wrap-up: this week / next week / blockers
A weekly Friday wrap-up template that fits on a phone screen: shipped, slipped, next week, what you need from them — each line scannable in under a second.
Write a 'taking on a new client' welcome
Drafts a warm welcome email and onboarding doc for a new freelance or consulting client.
Two-weeks-overdue freelance invoice nudge
Second-reminder email when an invoice is two weeks overdue. Firmer than the first nudge but doesn't burn the bridge — gives them a clear date or a chance to negotiate.
Polite first nudge — invoice 7 days overdue
A light-touch first chase for a 7-days-overdue freelance invoice. Assumes good faith, offers an easy resolution, doesn't sour the relationship.
Final notice + stop-work — invoice 30+ days overdue
The final pre-debt-collector notice for a freelance invoice. Firm, factual, gives a clear pay-by date and a payment-plan off-ramp. Doesn't burn the bridge if there's still one to save.
Three-touch invoice escalation agent (gentle, firm, formal)
Three escalating chase drafts (day 7, 14, 21), plus the pause-work email and the CRM flag - everything ready to send without rewriting under pressure.
Cold pitch sequence agent (3 emails over 3 weeks)
A 3-email cold sequence that opens with a specific observation about their work, follows with proof, and closes the loop gracefully - useful over persistent.
Referral-warmed intro agent (turn a warm intro into a paid conversation)
A 5-piece referral handling workflow: reply to the referrer, intro to the prospect, the 5-day follow-up, the loop-back to the referrer, and the LinkedIn line.
Write a 'raising my rates' email to clients
Drafts a respectful client email announcing rate increases for freelance or consulting work.
PSI + contractor income classification agent for creative freelancers
A PSI classification workflow for creative freelancers: apply the 4 ATO tests, name the deduction impact, and produce the questions to take to the accountant before lodgement.
Messy enquiry to scope doc agent
A 5-step scoping workflow that turns a messy enquiry into a 1-page scope doc, the 5 questions to lock down, a red-flag check, and the reply that opens the conversation.
Build a writing brief
Drafts a brief for a freelance writer that gives them everything they need to deliver well.
Brief an illustration style with constraints and variants
Line, fill, scale, motion. The illustration brief that keeps a freelancer on-style across 50+ assets.
Write a voice training brief for new writers and contractors
The 30-minute onboarding doc that gets a freelancer to 80% voice match before they touch a draft.
Build a brand voice charter writers can actually use
A voice charter with examples, not adjectives. The doc a freelancer gets onboarded with on day one.
Pre-kickoff brief sign-off email
A pre-kickoff written confirmation that captures everything from the discovery call. Reduces scope-creep risk before a single hour is billed.
Write a freelance project proposal
Drafts a tight freelance project proposal with scope, deliverables, and price.