Consumer Products · Workflow

Inquiry to paid (Solopreneur OS)

A freelancer turns an inquiry into a signed, paid engagement with the assistant drafting and the owner approving.

Step by step

Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.

1
An inquiry arrives by WhatsApp, email, form or booking and becomes a client and pipeline item.
2
The assistant drafts a proposal using only services and prices from the owner's catalog.
3
The owner edits and approves the send; the client accepts options on the portal.
4
The contract goes out for e-signature; the owner countersigns with step-up authentication.
5
A deposit invoice is issued and the client pays through the payment aggregator link.
6
Milestone or final invoices follow, with a reminder schedule until paid.
7
The payment shows on the client timeline, the ROI view and the accountant export pack.

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