Solopreneurs

1. OCPs

2. Clients & Intake

3. Projects and deliverables

4. Publishing, forms and external sharing

5. Collaboration and knowledge sharing

6. Scoping & Quoting

7. Plan & Execute

8. Share & Align

9. Billing & Wrap-up

How Priority-Zero adapts to your workflow

Practical features for Solopreneurs:

Set up each business stream, client, or product idea as a project, and add deliverables for tasks, milestones, or launches.
Keep notes, research, and supporting material tied directly to each deliverable.
Attach files, proposals, and documents securely in your own OneDrive or Google Drive account. Everything stays organised in the right place, and you always keep full ownership.
Track deadlines for client work, campaigns, and launches by adding reminders to your calendar.
Plan workloads, track progress, manage commitments, and prepare reporting in one system.
Set up meetings with clients, suppliers, or partners, and keep agendas and outcomes linked to the right project.
Share proposals, updates, or resources with clients and collaborators through secure unique links.
Create custom forms for client intake, lead capture, feedback, or approvals.

A straightforward way to keep every part of your business in one place and under control.

A Day Running Solo with Priority-Zero

Start with the daily plan showing client deadlines, tasks, and reminders.
Open the active project and review deliverables due today across your business streams.
Bring up notes, proposals, and files linked to your work in progress.
Work through tasks, track time for billable deliverables, and log progress.
Record updates, mark off completed work, and adjust deadlines if needed.
Share updates, proposals, or resources with clients using secure links.
End the day with reports that show progress, billed hours, and what’s next.

Can I manage both client work and my own projects?

Yes. Each client or business idea can be set up as its own project, with deliverables for tasks, milestones, or launches.

Is my data and client work secure?

Yes. Files are stored securely in your own OneDrive or Google Drive account. You keep full ownership and control.

Can I share updates or deliverables with clients easily?

Yes. Share read-only links for proposals, deliverables, or reports. Clients don’t need an account to view them.

Does it help with managing deadlines and commitments?

Yes. Set reminders for tasks, deadlines, and launches. The daily plan keeps everything visible and on track.

Can I track time and bill clients?

Yes. Use timers to track billable work and generate invoices directly from deliverables and projects.

Can I use it for lead generation and client intake?

Yes. Create custom forms for lead capture, client onboarding, approvals, or feedback, linked to the right project.

Does it integrate with calendars and meetings?

Yes. Add reminders to your calendar and set up client or partner meetings directly in the system.

Can I use it to balance personal and business tasks?

Yes. Projects can be both professional and personal. You can mix them in the same system to keep your whole life organised.

Can I export or delete account data?

Yes. Account data can be exported or deleted at any time. Integrations are optional and can be disconnected whenever you choose.

Simplify project management, stay organised, and achieve your goals with Priority-Zero. Start today – no credit card required.

14 DAY FREE TRIAL / NO CREDIT CARD REQUIRED

Need to learn more? Explore Features