AI assistant for small business owners and freelancers
Turn rough customer notes into a clear reply, scope, or next step.
Built for: One-person businesses and small teams handling sales, customer work, and the paperwork between them.
Bring the inquiry, call notes, draft, or source file. Get the professional reply, scope, comparison, or update you need next. Keep each customer in one Project so you can return without starting over.
Free account first. No card needed. Add private material only after you sign in.
Inquiry to natural reply
You bring
Lead wants a new site by next month and asks for a price. I need their page list, who writes the copy, and whether booking is included.
Ready to sendLead reply
Thanks for reaching out. I’d be glad to learn more. Before I price the work, could you send the pages you need, who will provide the copy, and whether the site needs booking? Once I have that, I can suggest the right scope and timeline.
Turn the notes from a real customer call into the next clear step. Example only.
These examples show the facts kept, the unknowns marked, and the next step made clear.
Discovery call to scope outline
Call notes
Need monthly email. Client has old list in two places. They write first drafts but want editing and setup. Maybe two emails each month. Need access and a clean list before launch.
Scope outline
Goal
Send two clear customer emails each month.
Included
• Edit two client drafts each month
• Build and test each email
• Schedule after client approval
Needed before work starts
• Access to the email tool
• One approved contact list
• Brand links and sender details
Open choice
List cleanup can be priced as a one-time first step after both lists are reviewed.
The outline makes the work and the open price question clear without inventing a number.
A rough update that still sounds like you
Rough thought
hey just letting you know two interviews moved so draft wont be ready wednesday. can get it friday and still do monday final if you review saturday morning
Client update
Quick timing update: two interviews moved, so the first draft will be ready Friday instead of Wednesday. We can still keep the Monday final date if feedback reaches me by Saturday morning. If that review window is too short, I can send a new final date before we proceed.
The update owns the change and gives the client a simple decision.
Simple from the first try
Bring it in. Review it. Use it.
Bring the inquiry, notes, email, or source file into one Project.
Ask for the next useful object, such as a reply, scope, or comparison.
Review and change the answer, then save it with the rest of the client work.
Know the limits
Know what still needs your business judgment.
It does not send mail, sign agreements, or act for you.
You must check names, dates, prices, and promises before using a draft.
It is not a lawyer, accountant, or licensed business adviser.
Try it, then choose
One product from $15 a month.
Create a free account with no card. Essential fits regular work for up to two people. Plus and Max add more monthly room and more trusted sign-ins.