Consultants & freelancers

Your next project is usually an old client who forgot about you.

Solo consulting has a brutal rhythm: you are either delivering or selling, never both. The pipeline goes quiet exactly when you are busiest, and the quickest fix is not more marketing, it is the twenty people who already paid you once. They just need to hear from you more than once a year.

The system

  1. 1
    Tier your list honestly

    Past clients who would hire you again, people who refer you, and everyone else. The first two tiers deserve a real rhythm. The rest can live in an address book.

  2. 2
    Set a cadence per tier, not per mood

    Quarterly for past clients, monthly for the three people who send you work. The point of a cadence is that it survives a busy month, which is the month you most need it.

  3. 3
    Reach out with something, not nothing

    Send the thing you noticed: an article about their industry, a tool that solves the problem they complained about, an intro they would value. 'Just checking in' is a tax on their attention.

  4. 4
    Log the project details

    What you delivered, what it cost, what went wrong, who else was in the room. Two years later that is how you write a proposal in twenty minutes instead of two hours.

  5. 5
    Ask for the referral at the right moment

    Right after you deliver something they are happy about, not when you are empty. Write the ask into your closeout checklist so it is not a decision you have to make.

None of that needs software. It needs upkeep, which is the part people lose. That is the job A.R.O takes.

What A.R.O does for it

Cadence + who's going cold

The core loop. Quarterly on past clients, monthly on referrers, and a weekly brief telling you who's slipped.

Companies view

Everyone you know at a client, grouped, so you keep the relationship when your champion changes jobs.

Templates

A check-in, a referral ask, a project closeout, each with merge fields and sent from your own email.

Custom fields

Rate, last project, specialty, referral source, whatever your practice tracks.

Important dates

Contract renewal, project anniversary, their launch date, with a reminder ahead of each one.

Email logging

BCC a private address on any email and it lands on that contact's timeline, moving their last-contacted date.

Questions

Is this a replacement for an invoicing or project tool?

No. A.R.O tracks people and conversations, not invoices, time or deliverables. It sits next to those tools.

I have 2,000 LinkedIn connections. Do I import all of them?

You can, but tag them untracked and only put a cadence on the ones you would actually be glad to hear from. A list you ignore is worse than no list.

What does it cost?

Free for 50 contacts. $4.99 a month on your own AI key, or $14.99 with AI included, for unlimited contacts and live sync.

Start with 50 people, free

No card, no trial clock. Connect Google, Apple or Microsoft and A.R.O fills itself in.

Also written up for:Job searchFoundersRecruiters