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AI agent playbooks for solo consultants

Written setups for the jobs you currently do yourself. Each playbook shows one agent role, the work it drafts, and the point where you approve it.

One email with the PDF.

The work

You already do every job in the firm

A solo consultant sells the work, delivers the work, writes the invoices, and answers the inbox. Those jobs are real. They share one calendar.

An agent can draft the parts that repeat. You keep the judgment, the client relationship, and the send button.

The team

Eight roles, one practice

Eight roles cover the work around your client hours. You stay at the top. The chief of staff routes the day. Each other role owns one lane.

Org chart. You are at the top. The chief of staff reports to you. The other seven roles report through the chief of staff.

  1. You

    The consultant. You approve and send.

    1. Chief of Staff

      Sorts the inbox, drafts the morning brief, and holds the calendar.

      1. Content

        Drafts posts, newsletters, and short client updates.

      2. Sales and Pipeline

        Lists open conversations and drafts the next follow-up.

      3. Client Delivery

        Turns notes into status updates, agendas, and handoff docs.

      4. Finance

        Drafts invoices, tracks expenses, and summarizes the month.

      5. Market Research

        Collects sources and writes a short brief on one question.

      6. Community and Networking

        Drafts outreach and keeps a light record of people you know.

      7. Upkeep

        Reviews the routines each week and flags what drifted.

The routine

Agents draft. You approve and send.

  1. 1

    Set the role

    You paste the playbook into your assistant and add the files it needs. A sample email, a calendar export, or a list of open leads.

  2. 2

    Let it draft

    The agent writes the first version. A sorted inbox, a follow-up, a brief, or an invoice.

  3. 3

    You approve

    You read the draft and edit it. You send it yourself. The playbook stops before anything goes to a client, a list, or a payment tool.

The playbooks

Three ways to start

Start with the free PDF, set up the chief of staff, or take the setups for the whole team.

The long version is How to build an AI agent team as a solo consultant. Each role has its own guide.

Questions

Common questions

What is a playbook?

A written setup for one agent role. It names the job, the inputs you paste in, the draft the agent writes, and the step where you approve it.

Do I need to write code?

No. You paste the playbook into an AI assistant and follow the steps in plain language.

Which assistant should I use?

Any chat assistant that can read text you paste in. The steps name the job. You pick the tool.

Will an agent email my clients?

The playbook ends at a draft. You read it, edit it, and send it yourself.

What is an approval gate?

A written stop in the setup. The agent finishes the draft and waits. You decide what goes out.

What is in the free PDF?

The eight roles, the job each one drafts, and a sensible order to set them up. The full prompts, schedules, and weekly audit are in the paid playbooks.

How is the $29 guide different from the $79 kit?

The guide sets up one role, the chief of staff. The kit sets up all eight roles, plus routine schedules and a weekly upkeep audit.

Who is this for?

Solo consultants in strategy, marketing, operations, and fractional executive work. The roles match a practice where one person sells, delivers, and runs the business.

Does the kit include the chief of staff setup?

Yes. The kit includes that setup along with the other seven roles. The $29 guide is there if you want to set up one role first.

What happens when I enter my email?

If the list is open, your address is added. If signups are closed, the form says so and nothing is stored.