Solo consultant
One agent turns approved discovery notes into a proposal outline. You choose the recommendation, price and commitments.
Explore the consultant example →See how a team plan works.
Start with a job your company needs done. These examples show how to choose roles, give your main contact a clear task and review the result.
These are fictional examples, not customer results or promises of time savings. Your plan follows your own company context.
Marketing company
A main contact coordinates research, content and measurement. You review each handoff and approve publication.
Explore the marketing example →From a plan to a working routine
Review the roles and business areas, copy the setup instructions into your chosen AI tool, and agree on a first task with your main contact. Check the result before giving the team more work.
When your context changes, create an update. It saves a new version of your plan, so you can compare it with an earlier version and apply the changed instructions.
Create my team plan