SoloCRM Solo Company Client Deal Engine
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About this skill
The problem it solves
Solo founders, freelancers, and small consulting teams often have real capability but no repeatable sales loop. They may offer design, development, operations, AI automation, or knowledge services, yet struggle to choose an ICP, track scattered leads, price confidently, define delivery boundaries, or turn completed work into repurchase and referrals.
SoloCRM treats this as an operating workflow rather than generic post-more-content advice. It is useful for people who need to turn personal skills into reusable, reviewable client services.
How it works
The skill first checks whether enough context is available. If not, it asks up to three key questions first; the full profile covers capability or service, proof cases, target customer type, expected ticket size, weekly available time, existing channels, excluded customers, and current bottleneck.
It then produces structured assets:
- ICP and prioritization: customer type, pain points, budget, decision cycle, trust evidence, channels, and an 8-dimension priority score.
- Productized offers: reframe value as I help a customer achieve a result within a timeframe and provide entry, standard, and advisory packages.
- Lead and CRM layer: organize sources such as content, community, referrals, search, and portfolios; score leads with BANT+FIT.
- Follow-up and closing: use same-day summaries, 1–2 day clarification, 3–5 day light reminders, and 7–10 day low-pressure exits.
- Delivery and repeat: define kickoff packages, acceptance criteria, risk boundaries, and referral paths from one-off work to ongoing maintenance or phase two.
Boundaries
It favors low-frequency, personalized, rejectable outreach. It does not support bulk spam, mass advertising, scraping non-public personal data, or fabricated cases. Pricing and promises must be conservative; legal, tax, financial, and compliance questions are not a replacement for licensed professionals.
Use Cases
- Freelancer unsure who to sell to needs 5 ICP options, pains, budgets, and a minimum sellable package.
- Consultant with a messy pipeline needs BANT+FIT scoring, segmentation, next-step scripts, and drop decision.
- Operator with inquiries but no closing needs offer diagnosis, value rewrite, three packages, and a 7-day test.
- Founder overloaded after closing needs kickoff package, acceptance criteria, repurchase paths, and referral scripts.
Best For
- Freelancer with design, development, or operations skills who needs a paying ICP and a minimum sellable package.
- Content creator or consultant with traffic but weak lead capture who needs consultations turned into scoreable private-domain customers.
- Solo founder who needs packages, follow-up cadence, CRM fields, and delivery boundaries to avoid overload.
- Independent advisor in AI automation, consulting, or local services who needs low-spam outreach, closing judgment, and referral loops.
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