What Changes for the Business
- Promising gig listings get a tailored proposal draft the same day.
- After each sales call, the proposal deck and follow-up are drafted for you.
- Overdue invoices get polite reminders on a schedule.
- Receipts and income are sorted for tax time all year.
Where It Slips Today
- Good gigs close before you finish writing the proposal.
- Invoices go out late, and chasing them feels awkward.
- Receipts pile up until the tax deadline.
The Setup
- Set your offer. Give the proposal bot your services, rates and past work.
- Go from call to proposal. After each call, approve the drafted proposal deck and follow-up.
- Turn on reminders. Choose when and how politely late invoices are followed up.
- Keep records tidy. Forward receipts as they arrive so they are sorted for tax time.
Start with the first step, run it for a few weeks, then add the next. Bots draft, you approve.
Matching Use Cases and Bots
Go from Gig Listing to Proposal in One Afternoon
Watch freelance boards, screen the good gigs, send a case study and turn calls into proposals fast.
- Contra Job Scraperby @techking_007Checks Contra every six hours and logs new gigs.
- Lead Vettingby @anzevojeScores each gig against your fit rules.
- Case Skeletonby @paulopierrondiOutlines a matching case study for you to fill.
- Post Call Assistantby @itspriyaptlDrops to-dos and a follow-up after the call.
- Post Call Proposal Builderby Gerald DenorTurns call notes into a proposal deck.
Go from Sales Call to Signed Proposal to Paid Invoice
After each call, get to-dos, a proposal deck, a quote routed for approval and invoice chasing.
- Post Call Assistantby @itspriyaptlDrops to-dos and a follow-up draft.
- Post Call Proposal Builderby Gerald DenorBuilds the proposal deck.
- Quote Request Routerby Baptiste FortRoutes the quote for approval.
- Deal Desk Autopilotby ericosiuFlags stalled deals.
- Invoice Hunterby @scheemunaiChases invoices.
Chase Late Invoices with Polite Reminders
Send polite escalating reminders, chase late invoices, explain cross-border fees and watch cash daily.
- Unpaid Invoice Reminder Flowby Nick SaraevSends escalating reminders from a sheet.
- Invoice Hunterby @scheemunaiChases overdue invoices.
- Cross-Border Money Deskby @BankrolledIncExplains where fees were taken.
- Startup Finances Botby @ali_ilhamiSummarizes cash each morning.
Be Ready for Tax Time All Year
Log receipts and card activity as they happen so your books and tax worksheets are current every week, not rebuilt in a panic once a year.
- Small Business Bookkeeperby @MarsHomesteadLogs receipts and bank and card activity into your accounting software and keeps tax worksheets current.
- Receipt Scanner / Expense Trackingby @limeunfilteredTurns forwarded receipt emails and photos into line items with the files saved.
- Watchdog Receiptsby @jxckvibeSpots receipts, renewals and trials in your inbox so nothing goes unlogged.
More Listed Bots for Freelancers
Other bots in the directory whose job names this kind of business, beyond the use cases above. Check each one's source before you add it.
- Inbox Triageby Cristopher GuidoInbox triage
- Meeting to Moneyby Keith VaughanQuotes
- Mr. Laserby @RichSilverStore operations
Rules to Follow
- You send every proposal and approve every invoice.
- Tax sorting is record keeping, not tax advice. Check with your accountant.
FAQ
Which gig sites work?
One listed setup watches Contra for new gigs. You apply yourself, following each site's rules.
Do I need accounting software?
Invoice reminders run from a sheet and your email. The tax-ready setup logs into the accounting software you already use.
What should I measure?
Proposals sent, jobs won and days to get paid.