Solepack
Client Operations Software for Solo Consultants Who Bill by the Project
Send a proposal this afternoon. Sign a contract tonight. Invoice on delivery. Keep the client informed throughout. All from one place.
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The creator platforms that dominate the solopreneur space — Kajabi, Podia, Gumroad, Stan — were built for one business model: sell a product to many buyers. Build a catalog. Drive traffic. Collect payments. That model works when what you're selling is a course or a download. Client operations software for solo consultants needs to do something entirely different: manage one client at a time, from proposal to final deliverable, with a paper trail that protects both sides.
B2B consultants don't have product catalogs. They have client rosters. Each engagement starts with a scoped proposal, moves through a signed agreement, tracks toward a set of deliverables, and closes with an invoice. None of the all-in-one creator platforms handle this. Dubsado handles some of it but prices and orients toward agencies. FreshBooks handles invoicing but nothing upstream. HelloSign handles signatures but nothing around them. Notion handles delivery notes but nothing financial. The result is four subscriptions, four logins, and data scattered across tools that have never heard of each other.
When a prospect says yes, a solo consultant should be able to send a branded proposal within the hour, attach a contract, collect a signature, kick off a delivery workspace, and issue an invoice. That sequence takes most solo B2B operators four tools and a full morning.
Why Every Creator Platform Assumes You Have a Product Catalog, and What That Costs a Consultant
Creator platforms were built for a specific transaction: one seller, many buyers, one product. The entire architecture reflects this. Your "business" on these platforms is a storefront. Clients on Kajabi are customers who buy from a menu. Pricing on Gumroad is a price tag on a file.
A B2B consultant's business doesn't map to a storefront. The engagement starts before any money changes hands: discovery, scoping, proposal negotiation. The "product" is a custom scope of work that differs by client. The deliverable is not a download — it's a result. And the relationship continues after payment, through a delivery phase where the client needs visibility into progress.
These platforms cannot be bent to fit that workflow. A consultant who tries to use Kajabi to manage client projects ends up hacking checkout flows into proposal forms and storing contracts in Google Drive folders labeled "Client A 2024 v3 FINAL." The missing infrastructure isn't a minor inconvenience — it's the operational gap between looking professional and looking improvised to every client who sees how the work gets done.
Introducing Solepack
Solepack covers the full arc of a consulting engagement, from the first scoped proposal to the signed-off final invoice, inside one workspace per client. It replaces the four-tool stack (proposal software, e-signature, project workspace, invoicing) that most solo B2B consultants currently pay for separately or avoid entirely because the setup cost is too high.
What You Get — $49/month
Proposal Builder with Scope Templates — Write and send a branded project proposal with a defined scope of work, timeline, and fee. Save scope templates by engagement type so repeat proposals take minutes, not hours. Incorporates a secondary keyword naturally: covers the core proposal and contract tool for freelancers need in one step.
Integrated E-Signature — Attach a contract directly to any proposal. The client signs in the browser. The executed document saves automatically to the client record. No HelloSign account, no DocuSign billing cycle, no emailing PDFs.
Client Delivery Workspace — Each signed engagement opens a shared workspace where you post updates, upload deliverables, and track milestones. The client sees only their project. You control what's visible and when.
Project Milestone Tracking — Set the phases of an engagement when you write the scope, then check them off as work progresses. The client workspace reflects current status automatically, which cuts down on "just checking in" emails from clients mid-project.
Invoice Generation from Scope — When the work is done, generate an invoice pre-populated from the signed proposal. Line items, fee, payment terms — pulled from the agreement already on file. Send via email or a payment link.
Payment Collection — Clients pay by card or bank transfer directly from the invoice. Funds deposit to your connected bank account. No separate payment processor to configure.
Client Record History — Every proposal, contract, invoice, and delivery note for each client lives in one record. When a client comes back six months later, the full engagement history is two clicks away.
Retainer and Multi-Phase Billing — Set up recurring monthly retainers or milestone-based billing schedules for longer engagements. Each scheduled invoice generates and sends automatically on the date you set.
Why $49/month
The average solo consultant running a client operations stack today pays for at least three tools: an e-signature service (~$15–25/month), an invoicing tool (~$15–30/month), and either a project management seat or document storage (another $10–20/month). That's $40–75/month at minimum, across tools that share no data. Solepack costs less than that stack and removes the manual work of keeping the tools in sync. At a consulting rate of $100–200/hour, the time saved on proposal formatting, contract chasing, and invoice reconciliation pays for a full year of Solepack in the first month.
Who This Is For
You work as an independent B2B consultant — strategy, operations, finance, marketing, legal, HR, or any expertise-led discipline — and your clients are businesses, not consumers.
You scope and price each engagement individually, bill by the project or retainer, and deliver a result rather than a product.
You've been patching together Google Docs for proposals, DocuSign for contracts, Notion for delivery notes, and Wave or FreshBooks for invoices, and the seams show every time a client asks a question that lives in a different tool.
You want the operational layer of your practice to reflect the same professionalism as the work you deliver.
You bill at least two or three clients at a time and need a way to track each engagement's status without opening four apps to get a complete picture.
The Scope-to-Payment Guarantee
If Solepack doesn't take you from a blank proposal to a signed contract and sent invoice on your first engagement within 48 hours of setup, contact support and we'll walk through the workflow with you one-on-one until it does. If it still doesn't work for your practice, you get a full refund of your first month, no questions.
In 30 Days, You'll Have:
- A branded proposal template for your most common engagement type, ready to send in under 20 minutes
- A signed master services agreement attached to every active client, on file and searchable
- A shared delivery workspace for each current engagement, replacing your "Client Updates" email thread
- Every outstanding invoice tracked in one view, with payment status updated automatically
- A full record of every client engagement, past and current, in one place
- A retainer or milestone billing schedule for any ongoing client, generating invoices without manual input
- A client operations workflow that fits the way solo B2B consulting actually works
Frequently Asked Questions
How does Solepack compare to Dubsado for solo consultant client management?
Dubsado covers similar ground but orients toward agencies and studios with team workflows, client portals designed for ongoing relationships, and pricing that reflects that scale. Solepack covers the proposal-to-payment arc for a one-person consulting practice: scope templates, e-signature, delivery tracking, and invoicing, without the setup complexity or the team-tier pricing.
Can I use Solepack as an all-in-one invoicing and project delivery tool, or do I still need FreshBooks?
Solepack handles the full billing sequence for project-based consulting: proposals with fees attached, invoices generated from signed scopes, and payment collection via card or bank transfer. You don't need a separate invoicing tool. If you have complex accounting requirements — payroll, multi-entity books, accountant access — an accounting package may still make sense alongside Solepack, but for billing clients, Solepack covers it.
How long does it take to set up Solepack for my first client?
Most consultants send their first proposal within a few hours of creating an account. Setup involves connecting your bank account for payments, uploading your logo, and writing your first scope template. The walkthrough inside the app covers each step in sequence.
I'm transitioning off Upwork and need a professional home base without building a full website. Does Solepack work for that?
Solepack gives you the operational infrastructure for running a consulting practice: a proposal that goes out on your domain, a contract that gets signed in the browser, and a delivery workspace that keeps the client informed. It doesn't include a public-facing website or a portfolio page. For the client-facing project work, it covers everything from the moment a prospect says yes.
What it is: Client operations software for one-person B2B consulting practices.
What you get: Proposal builder, integrated e-signature, client delivery workspace, milestone tracking, invoice generation, payment collection, and client record history.
Price: $49/month. 30-day free trial.
Catch: Solepack covers project-based client work. It does not cover accounting, payroll, or public-facing marketing pages.
Guarantee: Full refund of your first month if Solepack doesn't work for your practice after a one-on-one walkthrough.
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