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The connected deal workflow

Product

See how one rough brief becomes clear scope, an explainable price, a sendable proposal, and approved terms.

Keep one client request connected from first reply to payment

A client request rarely arrives complete. It starts as an email, a short project brief, or notes from a call. FlySolo turns that material into an opportunity that keeps the commercial decisions together as the deal develops.

Clear responsibilities

  • Otto prepares: missing-information questions, proposal drafts, pricing rationale, and plain-language explanations.
  • You decide: price, scope, promises, edits, what reaches the client, and when professional advice is needed.
  • Specialist systems remain responsible: Moneybird handles accounting; your legal adviser provides legal advice; Google and Microsoft continue to handle their own documents and communication.

1. Qualify what actually arrived

Paste or capture the brief. Otto identifies missing scope, unclear stakeholders, delivery risk, and the questions worth answering before you invest in a proposal.

  • Structured summary of the request
  • Missing information and focused follow-up questions
  • Client, contact, timeline, budget, and decision context

2. Build the proposal from the same context

Once the opportunity is clear enough, prepare the proposal without recreating the story in another tool. Scope, assumptions, exclusions, and delivery approach stay connected to the original brief.

  • Proposal structure and client-ready draft
  • Explicit deliverables, assumptions, and exclusions
  • Version history attached to the opportunity

3. Make the rate explainable

FlySolo treats pricing as a decision, not a number in an empty field. Otto can prepare a range and rationale based on the assignment, your positioning, risk, and the commercial context you have recorded.

  • Hourly or day-rate range
  • Rationale you can use in a negotiation
  • A visible record of the decision you approved

4. Understand a contract the client sends

Upload a received contract as a PDF or text file, or paste the clause you want to understand. Otto explains the wording in plain language so you can prepare your questions and make the decision yourself.

  • PDF and text-file upload
  • Plain-language explanation of the document or selected clause
  • Informational support that does not replace professional legal advice

5. Carry approved terms into the agreement

When the client says yes, the accepted scope and terms should not be typed again from memory. FlySolo prepares the agreement from the approved deal context.

  • Agreement draft based on accepted terms
  • Review before signature requests are sent
  • Signature state attached to the opportunity

6. Hand off cleanly to invoicing

FlySolo prepares the invoice handoff; Moneybird remains your accounting system. After signing, invoice preparation and payment status stay connected to the deal without rebuilding the context.

  • Moneybird invoice handoff
  • Payment status and follow-up context
  • No attempt to replace bookkeeping, payroll, or tax software

Tools around the workflow

FlySolo is designed to connect with Google Workspace, Microsoft 365, and Moneybird. The aim is to keep the deal coherent while letting the tools you already use continue doing their specialist jobs.