## The Solopreneur Daily Framework



### Morning Block (8:00 - 12:00) — DEEP WORK

| Time  | Activity                           | Duration |

|-------|------------------------------------|----------|

| 8:00  | Review today's priorities (max 3)  | 15 min   |

| 8:15  | Deep work: Client deliverables     | 105 min  |

| 10:00 | Break                              | 15 min   |

| 10:15 | Deep work: continued               | 105 min  |



### Midday Block (12:00 - 1:30) — ADMIN

| Time  | Activity                           | Duration |

|-------|------------------------------------|----------|

| 12:00 | Lunch                              | 30 min   |

| 12:30 | Email and messages (batch process) | 30 min   |

| 1:00  | Invoicing, follow-ups, scheduling  | 30 min   |



### Afternoon Block (1:30 - 5:00) — MIXED

| Time  | Activity                           | Duration |

|-------|------------------------------------|----------|

| 1:30  | Client calls / meetings            | 90 min   |

| 3:00  | Marketing / business development   | 60 min   |

| 4:00  | Learning / skill development       | 45 min   |

| 4:45  | End-of-day review, plan tomorrow   | 15 min   |

## Weekly Operating Rhythm



| Day       | Theme           | Key Activities                          |

|-----------|-----------------|-----------------------------------------|

| Monday    | Planning        | Weekly review, set priorities, pipeline  |

| Tuesday   | Delivery        | Deep client work, no meetings           |

| Wednesday | Delivery        | Deep client work, 1-2 client calls max  |

| Thursday  | Delivery + Biz  | Client work AM, marketing PM            |

| Friday    | Admin + Growth  | Invoicing, follow-ups, learning, review |



### Weekly Checklist

- [ ] Review and update project boards (Monday AM)

- [ ] Check cash flow and outstanding invoices (Monday AM)

- [ ] Send follow-up emails to leads (Monday PM)

- [ ] Publish one piece of marketing content (Thursday PM)

- [ ] Send invoices for completed work (Friday AM)

- [ ] Review the week — what worked, what didn't (Friday PM)

- [ ] Plan next week's top 3 priorities (Friday PM)

## Standard Client Engagement Process



### Stage 1: Lead → Discovery (1-3 days)

- [ ] Respond to inquiry within 4 hours

- [ ] Send pre-qualification questionnaire

- [ ] Review responses, decide go/no-go

- [ ] Schedule 30-min discovery call



### Stage 2: Discovery → Proposal (3-5 days)

- [ ] Conduct discovery call (record with permission)

- [ ] Summarize requirements in writing

- [ ] Prepare proposal with 3 pricing tiers

- [ ] Send proposal + follow-up in 48 hours



### Stage 3: Proposal → Kick-Off (1-7 days)

- [ ] Negotiate terms if needed

- [ ] Send contract for signature

- [ ] Collect deposit (25-50%)

- [ ] Send welcome packet and onboarding form

- [ ] Schedule kick-off call



### Stage 4: Delivery (project-dependent)

- [ ] Weekly progress updates to client

- [ ] Milestone check-ins at each phase

- [ ] Internal quality review before each delivery

- [ ] Manage scope changes via change order process



### Stage 5: Wrap-Up → Retention (1-2 weeks)

- [ ] Final delivery and client review

- [ ] Collect remaining payment

- [ ] Request testimonial (day 7 post-delivery)

- [ ] Send referral request (day 30 post-delivery)

- [ ] Add to quarterly check-in list

## Quarterly Growth Review — Q[X] [YEAR]



### Revenue Review

- Revenue this quarter:     $_______ (target: $______)

- Revenue last quarter:     $_______

- Quarter-over-quarter:     +/- ____%

- Top client by revenue:    _____________



### Operations Health

| Metric                  | Actual | Target | Status |

|-------------------------|--------|--------|--------|

| Utilization rate         | ____%  | 60%    | ✅/⚠️/❌ |

| Average project margin   | ____%  | 65%    | ✅/⚠️/❌ |

| Client satisfaction (NPS) | ___   | 8+     | ✅/⚠️/❌ |

| Invoice collection <30d  | ____%  | 90%    | ✅/⚠️/❌ |



### Next Quarter Priorities

1. ________________________________

2. ________________________________

3. ________________________________