Proposals, invoices, and a CRM without the subscription
3 sessions130 minutes 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.
This course on its own is $99, paid once. All-Access is $399 once and includes every course in the library, plus every new course for 12 months.
One payment, no subscription, and a 14-day money back you trigger yourself from your account page. No form, no exit survey.
Questions about this course
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?
Clients and Cash Flow is $99 on its own, paid once. All-Access is $399 once and includes this course, every other course in the library, and every new course for 12 months. There is no subscription and nothing renews. If it is not for you, press Request refund on your account page within 14 days 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.