When a new client says yes
They said yes. Now where does the work live?
The first week of an engagement sets its tone. Instead of a welcome email, a shared folder and a thread that forks by Friday, your client gets one private link: the brief they sent, what happens first, what you need from them, and the payment that starts it.
Client Hubs and payments are live · Free to start
The first week, the usual way
Five links and a drifting scope.
01
A welcome email with five links.
The folder here, the calendar link there, the intake form, the plan, the payment link.
02
The brief goes stale.
What they told you at the start sits in your notes. They never see it again, and by week three the scope has drifted.
03
Questions scatter.
Some in email, some in texts, some in the margin of a document. You answer the same one twice.
04
The payment chases the work.
The work starts before the money arrives, and week two goes to asking for it.
How your Studio answers it
One Client Hub replaces the welcome email.
The brief becomes the Client Hub
The message they sent through your card opens as a private Client Hub. Their own words are the first thing in it.
What happens first, written down
Your plan for week one, what you need from them, and the files, together. One link instead of five.
Paid to start
The client pays to get in, straight to your own Stripe account. The work begins after the money, not before.
A Client Hub for the two of you
The Client Hub opened when they said yes holds you and the person you work with. When their team belongs in the work, invite the people it needs into the same Client Hub, instead of a thread with ten people in it.
An illustrative example
Theo opens a Client Hub the day the client says yes.
Theo Grant is a pricing consultant in Austin who works with software companies. A head of product sends the brief through his card: three plans to reprice, a launch in eight weeks. They talk once, and she says yes.
Theo adds the week-one plan and a short list of what he needs from her
She pays to get in, straight to Theo’s own Stripe
The Client Hub stays between the two of them; her team hears from her
Her first question sits under the note about customer interviews, not in his inbox
What you keep using
Sign where you sign. Work in the Hub.
| You use | Keep it for | Your Studio adds |
|---|---|---|
| Google Drive or Dropbox | Large files and the client’s own documents | The files that belong to the engagement, next to the conversation about them |
| Your calendar | Booking the calls | What was decided on the call, kept where the client can find it |
| The tool you use for contracts | Contracts your lawyer drafted | A Client Hub under your name, where the brief becomes the work |
Product names are trademarks of their owners.
About starting a client
Does SoloBase do contracts?
Yes, for proposals: you send the scope and price in your client’s Client Hub, they sign by typing their name, and the signed proposal is kept as a PDF. For a contract your lawyer drafted, keep the tool you use for it.
Does the client have to pay through SoloBase?
No. You can open a Client Hub without a price and invite the client directly. Payments are there when you want it to start with one.
How many new clients can I start on the free plan?
Free includes one Client Hub. Pro, at $29 a month, includes unlimited Client Hubs, and opens with billing.
The next yes starts in a Client Hub.
Make your card in a minute. The Client Hub opens when your first client says yes.