Start from the pain
What's eating your week?
Time is disappearing
| The pain, in your words | The tested fix |
|---|---|
| "I write session notes at 9pm." | Upheal drafts them under a BAA; you review and sign |
| "Meetings end and I'm the one writing up who's doing what." | Fathom sends the summary before lunch |
| "Quotes go out days after the site visit." | Dictate from the van; Claude drafts the quote |
| "Interview write-ups take 20 minutes each." | Metaview structures them into submission fields |
| "Lesson prep swallows my Sunday." | MagicSchool + Diffit, FERPA-aware |
| "Rough cuts take longer than the shoot." | Descript edits video like a document |
| "Scheduling one call takes seven emails." | A booking link takes zero |
| "My deep-work time gets booked over." | Reclaim defends it automatically |
Money is leaking
| The pain, in your words | The tested fix |
|---|---|
| "Invoices go out late and get paid later." | Bonsai chases payments for you |
| "Receipts pile up until quarter-end panic." | Dext captures them as they happen |
| "My Etsy listings don't show up in search." | eRank shows the searches you're invisible for |
| "Clients argue the work wasn't agreed." | Timestamped job photos end disputes |
| "I paid for SEO tools that didn't pay back." | The one number that decides Surfer vs Frase |
| "Proposals stall between yes and signed." | Proposal → e-sign → invoice in one flow |
The work isn't getting found
| The pain, in your words | The tested fix |
|---|---|
| "My listings read fine but don't rank." | Surfer scores clients recognize, but only if SEO is ⅓+ of income |
| "Product photos look like a phone camera roll." | PhotoRoom makes one consistent shoot |
| "Listing videos cost more than they bring." | Walkthroughs narrated and cut in Descript |
| "Empty rooms don't sell." | Virtual staging, with the MLS disclosure rule |
| "Outreach gets ignored." | Personalization that doesn't read like a blast |
Compliance worries me
| The pain, in your words | The tested fix |
|---|---|
| "Can AI even touch client sessions legally?" | The PHI wall: what needs a BAA, what never touches client data |
| "Can I ship AI-assisted code to clients?" | The two contract clauses to settle first |
| "Is AI note-taking legal on hiring calls?" | Consent rules + the no-auto-rejection line |
| "Can I use AI on tax returns?" | §7216 consent first, and the malpractice trap |
| "Does Etsy allow AI in listings?" | Yes for text, with disclosure rules for designs |
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