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Templates & Starter Kits

Copy-paste setups that avoid tool overlap and stick to free or cheap tiers — built for solo founders.

Solo founder launch kit

Build the basics in a weekend with a single AI seat.

01
Landing page
Framer + Brevo form · UTM preserved

Build in Framer, connect a Brevo signup form. Set up UTM tag passthrough so you know exactly which source converts.

02
Payments
Stripe links · Notion/Sheets ledger

Use Stripe Payment Links — no code needed. Track revenue in a Notion or Sheets ledger synced via Stripe exports.

03
Automations
Brevo flows · one AI seat only

Welcome sequence and nurture drips in Brevo. Pick one AI writer seat — Claude Pro or Notion AI, not both.

04
Task tracking
ClickUp/Asana · weekly digest

ClickUp or Asana for tasks. Set a weekly rollup digest to Slack or Discord so nothing gets lost.

Client onboarding kit

Template links and steps to onboard new clients without double work.

01
Intake form
Tally → ClickUp template

Tally intake form auto-creates a ClickUp or Asana project from a template with the owner pre-assigned.

02
Welcome email
Docs + calendar link preset

Send a welcome email with shared docs, a calendar booking link, and permissions already configured.

03
Kickoff tasks
Auto-created · recap shared

Kickoff tasks auto-populate in project. Post-call, a recap doc is shared and marked complete in the tracker.

04
Billing check
No Loom + Tella overlap

Verify seat counts on onboarding. Flag any tool overlap — e.g. Loom and Tella doing the same job.

Reporting pack

Marketing + revenue in one view without BI contracts.

01
Traffic
GA + GSC → Notion/Sheets

Weekly Google Analytics + Search Console export piped into Notion database or Sheets. No BI tool needed.

02
Revenue
Stripe MRR · churn alerts

Stripe MRR/ARR rollup via export or webhook. Churn alerts posted to Slack or Discord automatically.

03
Campaigns
Brevo/ConvertKit summary

Pull email campaign stats from Brevo or ConvertKit. Consolidate into the same weekly report view.

04
Automation
Make.com only if needed

Add a Make.com step only where native export fails. Avoid adding recurring costs for data you can pull manually.

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