Solopreneur

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

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

Script	Purpose
dashboard.py	Show business dashboard
add_prospect.py	Add prospect to pipeline
draft_invoice.py	Draft client invoice
prioritize.py	Prioritize daily work
weekly_review.py	Run weekly business review
log_revenue.py	Log revenue entry
track_payment.py	Track invoice payment
set_goal.py	Set business goals