A simple client-ops checklist for a practice of one
Solo practices break when marketing only happens in panic weeks.
- Inbound reply same business day when possible
- Discovery recap same day
- Proposal + next touch scheduled
- Weekly pipeline review (Monday)
- After delivery: wrap → optional Phase 2 → testimonial ask
- Light LinkedIn cadence so you’re not invisible
Systems over heroics. Templates over memory.
DeskOps bundles follow-up, testimonials, and LinkedIn posts for independent operators.