Proposals, invoices, and a CRM without the subscription
3 sessions8 min of videoabout 2.2 hours to do
Clients and Cash Flow is the paperwork end of getting paid. You will produce proposals and quotes in ten minutes instead of an afternoon, e-invoice your clients for free with AI and keep the chasing automatic, then build your own simple CRM that holds contacts, deals and notes without a per-seat charge attached to it.
It is for service businesses, consultants and one-person shops paying for proposal software, invoicing software and a starter CRM tier, and getting roughly one useful feature out of each.
Time to complete: 3 sessions, about 2 hours of video in total, at your own pace. Every session is included with All-Access. Nothing is scheduled, nothing is live, and nothing expires, so you can stop after any session and pick it up again whenever the week allows.
All-Access is $29 a month and opens this course and every other one, new releases included for as long as you are a member. Cancel anytime; your access runs to the end of the period you have paid for. If you would rather pay once, Lifetime All-Access is $399.
Cancel anytime from your account page, and a 14-day money back on your first month that you trigger yourself. No form, no exit survey.
Do I need to know how to code to take Clients and Cash Flow?
No. You describe what you want in plain English and the AI agent writes the code. You will paste commands we give you and read what the agent reports back, which is why the Operator Skill Pack exists: it makes that report readable by someone who does not read code.
What does Clients and Cash Flow cost?
All-Access is $29 a month and includes Clients and Cash Flow, every other course in the library, and every new course for as long as you are a member. Cancel anytime from your account page: your access runs to the end of the period you have paid for. If you would rather pay once, Lifetime All-Access is $399 and nothing about it renews. Either way, if it is not for you, ask inside 14 days of your first charge and the whole charge comes back.
How long does Clients and Cash Flow take?
3 sessions, about 2 hours of video in total. Most people do one session an evening and finish inside a week or two. Nothing is scheduled and nothing expires, so a gap costs you nothing.