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What it does

Everything it does, by the kind of business you run.

Pick the one closest to you. Every item below is real work the system does for you. You approve all of it. Base for every edition: your Notion workspace, where your operating system lives, and your Google or Microsoft account for calendar, email, and docs. The tools listed under each edition are connected only if you actually use them.

You / your decisionsThe systemTrigger / input

Fractional Executive

You run fractional or advisory engagements for several clients.

Pre-meeting client brief
Before each client meeting, pulls that account's recent activity and open items and drafts a brief so you walk in ready.
Tools: Notion, Google Calendar, Gmail
Weekly portfolio summary
Builds one summary across all your clients: what moved, what's at risk, what needs you.
Tools: Notion
Follow-up drafting
Drafts the post-meeting follow-ups and action items for your approval.
Tools: Gmail, Notion
Client reporting
Assembles the recurring client report from the work and the numbers.
Tools: Notion, Stripe
Engagements & renewals
Tracks each engagement and flags renewals and gaps before they lapse.
Tools: Notion, Stripe
The pre-meeting brief
Your calendar shows a client meeting tomorrow
↓
The system pulls that client's recent activity, open items, and last meeting's notes
↓
Drafts your brief: where things stand, what to raise, what's at risk
↓
Lands in your queue
↓
You review, walk in ready

See the Fractional Executive edition →

Coach / Consultant

You run a program, cohort, or 1:1 practice.

Program week planning
Lays out the cohort's week, each member's next step, and what's due.
Tools: Notion, Google Calendar
Member progress tracking
Tracks each member's progress and surfaces who is stuck or going quiet.
Tools: Notion
Check-in & nudge drafting
Drafts the personal check-ins and nudges for your approval.
Tools: email platform · coming soon, Notion
Session prep
Prepares each session from where the member actually is.
Tools: Notion, Google Calendar
Booking & reminders
Handles the booking flow and the reminders around it.
Tools: scheduler · coming soon, Google Calendar
Enrollment & payments
Tracks enrollment and payments and flags lapses.
Tools: Stripe
The member check-in
A member goes quiet, or a session is coming up
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The system pulls where that member actually is
↓
Drafts the check-in or the session prep
↓
Lands in your queue
↓
You approve, it goes out

See the Coach / Consultant edition →

Agency / Productized

You deliver a service to clients on a recurring basis.

Client report building
Builds the recurring client report from the work and the results.
Tools: Notion
Pipeline updates
Keeps the sales pipeline current and flags what has gone cold.
Tools: CRM · coming soon, Notion
Proposal drafting
Drafts the next proposal from what you already know about the account.
Tools: Notion, CRM · coming soon
Deliverable production
Produces first drafts of the recurring deliverables for your review.
Tools: Notion
Invoicing & revenue
Tracks invoicing and revenue against each account.
Tools: Stripe
The client report
Reporting day for an account
↓
The system pulls that account's work and results
↓
Builds the client report
↓
Lands in your queue
↓
You review, send it

See the Agency / Productized edition →

Creator / Audience

You grow an audience and monetize content.

Content drafting in your voice
Drafts posts in your voice, from what is already working.
Tools: Notion, Voice Spec
Weekly content planning
Plans the week's content against your goals.
Tools: Notion, Google Calendar
Trend research
Finds the trending topics that fit your message.
Tools: Notion
Video shoot briefs
Briefs your videos before you shoot: the angle, the outline, what to capture.
Tools: Notion
Newsletter & email
Drafts the newsletter and email from your content.
Tools: email platform · coming soon
Audience & revenue tracking
Tracks growth and revenue and flags what is working.
Tools: Stripe
Content in your voice
Your goals + what's already working (from your operating data)
Trending topics that fit your message
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The system drafts in your voice
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Voice-match check
↓
Draft lands in your queue
↓
You approve or tweak
↓
Scheduled or posted

The draft is fed by your own operating data, not a scraped profile.

See the Creator / Audience edition →

That's what it does. Now watch it run.

See a sample weekStart free