Everything you need to get the most out of Fractional Workspace, from your first prospect to your weekly client update.
AI opportunity analysis
How to paste prospect notes and get a full analysis, including fit score, urgency, recommended offer from your library, risks, and next step.
Setting up your offer library
Store your standard engagement formats by role. The AI recommends from your library, so the more complete it is, the better every analysis gets.
Creating and sending proposals
Build a proposal pre-filled from your analysis, customize it, and share a link with your client.
Client signing and acceptance
How clients accept proposals online, how acceptance auto-advances your pipeline, and how to start the engagement from there.
Running a client workspace
Action items, meeting notes, decision log, objectives, and engagement health, everything for an active engagement in one place.
Generating weekly client updates
Draft a professional client update from your workspace data, including objectives, decisions, and meeting notes, in under two minutes.