Capture the engagement
Keep the client problem, evidence, and decisions in a reusable playbook.
EVERTHRIVE FOR INDEPENDENT CONSULTANTS
Keep discovery notes, client decisions, and proven approaches connected. Start the next proposal or meeting with what you already know.
Free check · Relevant next steps · No email required
THE WORK BEHIND THE WORK
SEE THE FIRST WIN
Use a complete example to see what useful context looks like. Then make the structure yours, one real workflow at a time.
Original example · fictional business · editable Markdown
Client: Clearview Design
Problem: New projects stall at kickoff.
Agreed goal: Make ownership and the first milestone clear.
Evidence: Discovery notes, current checklist.
Unknown: Decision-maker, budget, and systems access.
Next task: Draft a scope outline. Separate facts from assumptions.
A REPEATABLE WAY FORWARD
Keep the client problem, evidence, and decisions in a reusable playbook.
Bring the relevant method and past learning into the next task.
Review the outline and unresolved questions before anything reaches a client.
CHOOSE YOUR STARTING POINT
Organize context with Second Brain.
Add task coordination with AIOS.
01 / GIVE AI THE CONTEXT
Keep the knowledge behind your work ready to use again.
Your first winOne proposal plan built from organized discovery notes and confirmed decisions.
02 / PUT THE CONTEXT TO WORK
Bring your knowledge, agent handoffs, and daily decisions together.
Your first winOne proposal task captured, prepared from client evidence, and returned with assumptions flagged.
For Mac · Python 3.10+ · Your AI account is separateOne-time digital products. AI accounts and usage are separate. Check requirements before choosing.
MAKE THE VALUE SPECIFIC
Choose one recurring task. Include preparation and review. Set a target worth working toward with your own numbers.
BEFORE YOU START
Start with editable Markdown files and the included setup guide; Obsidian is optional. AIOS adds a local browser command center for tasks, notes, handoff packets and review. Run agent work separately in your own compatible AI tool; model access and integrations are not included.
Keep the source material. Begin with one approved client or project record, then add the missing decisions, task instructions, and review criteria. The goal is useful context you can maintain.
No. The products organize context and prepare work orders. You take the packet to your own AI tool, bring back the result, and review it. The included system does not send messages, publish work or run agents automatically.
Managed packages are not yet available to purchase. Planned pricing is C$2,000 setup + C$800/month for Managed Assistant, and C$4,000 setup + C$1,500/month for Business Operator. CAD, before tax. You can explore the planned capabilities.
START WITH ONE WORKFLOW
One proposal plan built from organized discovery notes and confirmed decisions.