Coding

Solopreneur

Try it

Solo business management with dashboard, pipeline tracking, invoicing, and weekly reviews. Use when user mentions solo business, clients, revenue, pipeline,...

What it does

Solo business system. Run like a company of one.

The skill document

Solopreneur

Solo business system. Run like a company of one.

Critical Privacy & Safety

Data Storage (CRITICAL)

  • All business data stored locally only: memory/solopreneur/
  • Client information protected - no external sharing
  • No cloud accounting integration
  • No payment processing through this skill
  • User controls all data retention and deletion

Safety Boundaries

  • ✅ Track business dashboard and metrics
  • ✅ Manage pipeline and prospects
  • ✅ Draft invoices and track payments
  • ✅ Prioritize work and run weekly reviews
  • NEVER process payments
  • NEVER file taxes
  • NEVER replace accountant or legal counsel

Data Structure

Business data stored locally:

  • memory/solopreneur/dashboard.json - Business metrics dashboard
  • memory/solopreneur/clients.json - Client list and details
  • memory/solopreneur/pipeline.json - Sales pipeline tracking
  • memory/solopreneur/invoices.json - Invoice records
  • memory/solopreneur/reviews.json - Weekly review history
  • memory/solopreneur/priorities.json - Current priorities

Core Workflows

Check Dashboard

User: "How's my business doing?"
→ Use scripts/dashboard.py
→ Show clients, revenue YTD, pipeline, invoices outstanding, top priorities

Track Pipeline

User: "Add new prospect to pipeline"
→ Use scripts/add_prospect.py --name "Acme Corp" --value 15000 --stage "proposal"
→ Track from lead through closed, alert if going cold

Draft Invoice

User: "Draft invoice for the website project"
→ Use scripts/draft_invoice.py --client "XYZ Inc" --project "website" --amount 5000
→ Generate complete invoice with services, terms, due date

Prioritize Work

User: "What should I focus on today?"
→ Use scripts/prioritize.py --time 4 --energy high
→ Review full situation, produce prioritized action list with time estimates

Weekly Review

User: "Run my weekly business review"
→ Use scripts/weekly_review.py
→ Review revenue, pipeline, delivery, set top 3 priorities for next week

Module Reference

  • Business Dashboard: See references/dashboard.md
  • Pipeline Management: See references/pipeline.md
  • Invoicing: See references/invoicing.md
  • Priority Setting: See references/priorities.md
  • Weekly Reviews: See references/weekly-reviews.md
  • Client Management: See references/clients.md

Scripts Reference

ScriptPurpose
dashboard.pyShow business dashboard
add_prospect.pyAdd prospect to pipeline
draft_invoice.pyDraft client invoice
prioritize.pyPrioritize daily work
weekly_review.pyRun weekly business review
log_revenue.pyLog revenue entry
track_payment.pyTrack invoice payment
set_goal.pySet business goals

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