An AI bot for independent consultants who sell their time
Meeting prep, notes to action items, proposals and recurring status reports, so more of the billable hour goes to thinking.
Independent consultants use BusyBee.Day bots to research a client before a meeting, turn meeting notes into tasks with owners and dates, draft proposals from a template document, and produce a weekly or monthly status report on a schedule. With Stripe or PayPal connected, the bot can prepare invoices that wait for your OK.
Tasks consultants hand off
Prepare a one-page background on the prospect: what they sell, recent news, who leads operations.
Researches the web and writes the page as a document in the prospect's project.
Turn these workshop notes into tasks with owners and due dates.
Creates the tasks in the project and lists what it assumed.
Draft the proposal from our template and the scope we discussed.
Fills the template from the notes and asks about the two missing figures.
On the last Friday of the month, draft the status report for each active client.
Runs on schedule and writes one report per client from the completed and open tasks.
What to set up
- A proposal and a report template as documents, so the bot always starts from your format.
- Monthly schedules for reports on Pro or above.
- Stripe or PayPal connected for invoice drafts, kept behind approval.