Guides
All guides
How to use each part of the app, and practical methods to plan your work, find clients and run a small team.
Using the app
Tasks guide
Plan your day, flag and repeat what matters.
Prospects guide
Find leads, email them, track every reply.
Documents guide
A team Markdown knowledge base, auto-tagged.
Needs guide
A board from first idea to production.
Methods and how-tos
December prospecting
Start conversations before the break and restart follow-ups in January.
Late payment reminders
A calm reminder rhythm for unpaid invoices, scheduled as tasks.
Standard operating procedures
Short written procedures anyone can follow, stored in Documents and reviewed on a schedule.
E-invoicing checklist for freelancers
France's e-invoicing deadlines as dated tasks and a written procedure.
Cold email deliverability checklist
SPF, DKIM, one-click unsubscribe and a clean list, so outreach lands in the inbox.
Annual planning for small teams
A few priorities, a roadmap on the Needs board and a monthly check-in.
Client onboarding checklist
Start every new client the same way, with a checklist you reuse.
Holiday handover checklist
Hand over your work before the break and come back to a clean list.
Build a prospect list that gets replies
A short, targeted lead list that keeps itself fresh with daily runs.
Year-end checklist for freelancers
Invoices, renewals and next year's plan, as tasks that come back every year.
Follow-up emails that get replies
A simple follow-up rhythm, with reply tracking in Prospects.
Weekly review routine
A 30-minute weekly review that repeats on its own.