Category
AI for productivity
Tools and prompts for the productivity side of a freelance business.
Tools
Calendly
Free planBooking links that let clients schedule calls without email back-and-forth
Productivity
Fathom
Free planFree AI meeting recorder with instant call summaries
Productivity
Motion
PaidAI calendar that schedules your tasks around your meetings
Productivity
Notion
Free planDocs, databases and wikis in one workspace, with Notion AI
Productivity
Superhuman Mail
PaidFast email client with AI replies, for Gmail and Outlook
Productivity
Prompts
Client onboarding questionnaire
Build the intake form a new client fills in before the kickoff call.
Productivity
Client welcome pack
Write the welcome document a new client receives right after signing.
Productivity
Deliverables and exclusions checklist
Spot vague deliverables and missing exclusions before you send a quote.
Productivity
Friday weekly review for a solo business
Review your week in 20 minutes and plan the next one.
Productivity
Project scope document
Write a one-page scope that both you and the client sign off before work starts.
Productivity
Realistic project timeline with milestones
Turn a deadline and a deliverables list into a timeline with buffer and client checkpoints.
Productivity
Time-blocked week plan across clients
Plan a week across several clients, admin and marketing without overbooking.
Productivity
Weekly client status update
Send a short weekly update that keeps the client informed and flags decisions early.
Productivity