EARLY ACCESS PILOT · approval-first operations
Proposal-to-payment ops, with a human in the loop.
kontoros is being piloted as a founder-led back-office workflow for small service businesses. We help turn inquiries and discovery notes into reviewed proposals, client context, invoice drafts, and weekly status without pretending the whole company runs itself yet.
// pilot.workflowPilot · approval-first
01
Lead Response
02
CRM
03
Proposal
04
Schedule
05
Invoice
06
Reports
07
Contract
LR
Lead Response Agent
Reply draft queued for review from new inquiry
pilot
1 workflow · draft -> review -> sendFounder-led setup
01 - Pilot posture
One credible workflow first. Broad automation later.
The first paid pilot is not a public self-serve launch. It is a focused test for service businesses that need less proposal admin, cleaner follow-up, and better visibility from lead to invoice.
01
1 workflow
not a platform promise
Proposal-to-payment is verified first before broad automation claims.
02
human review
before anything leaves
Replies, proposals, invoices, and optional contracts stay approval-first.
03
founder-led
setup included
We configure the first workflow with you instead of dropping you into self-serve setup.
04
pilot pricing
simple test offer
EUR 750 setup plus EUR 149/month pilot support/software during validation.
02 - Modules
The suite exists, but the pilot starts narrow.
Proposal, CRM, scheduling, invoice follow-up, and reporting are the pilot core. Other modules can be staged in when the workflow is ready and the risk is understood.
A-01pilot-readiness
Lead Response
Turns one chosen inquiry channel into a reviewed reply draft and CRM record.
formsinbound emailreview queueCRM handoff
A-02pilot-readiness
CRM
Keeps the client story in one place: first touch, proposal, invoice, follow-up, and notes.
timelinecontactsattachmentspipeline
A-03pilot-readiness
Proposal
Drafts structured proposals from discovery notes: scope, assumptions, exclusions, pricing, and next steps.
scopepricingtemplatesversions
A-04pilot-readiness
Invoice
Prepares invoice drafts and payment follow-ups from approved proposal pricing.
draftsStripe test pathremindersVAT fields
A-05pilot-readiness
Report
Summarizes pipeline, overdue follow-ups, open invoices, and the next actions worth your attention.
weeklyoperationspipelinecashflow
A-06pilot-readiness
Schedule
Keeps kickoff, follow-up, and customer-facing events visible in the pilot calendar.
calendarkickofffollow-upsfeeds
A-07pilot-readiness
Contract
Optional reviewed document assembly: project-specific sections plus your own lawyer-reviewed clauses.
optionalhuman reviewtemplate clausesno legal advice
03 - Pilot workflow
From inquiry to invoice draft. Reviewed at every step.
This is the path we are proving with design partners before selling a bigger promise.
Step 01
Capture one real lead
Start with one source: manual intake, embedded form, or inbound email. The lead becomes a client record with a timeline.
Step 02
Draft a proposal
Discovery notes become a structured proposal you review, edit, share, accept, decline, or archive.
Step 03
Create project context
Accepted proposal data is used as the source for the client timeline, project context, and next actions.
Step 04
Schedule next actions
Kickoffs, follow-ups, and operational reminders stay visible in the calendar before anything becomes fully automated.
Step 05
Draft invoice follow-up
Pricing from the approved proposal becomes an invoice draft or payment request for human approval.
Step 06
Review weekly status
The pilot ends the week with a simple operations summary from stored data, not a demo-only dashboard.
04 - Proof standard
No fake testimonials. Show the run.
Instead of polished claims, the pilot is judged on whether a real service business can move one messy lead through proposal, acceptance, scheduled follow-up, invoice follow-up, and weekly reporting without developer intervention.
05 - Pilot pricing
A setup pilot, not a mass-market plan page.
Pricing is intentionally simple while the workflow is still being validated. Self-serve tiers can return after the core path is proven.
Back-Office Pilotrecommended first step
EUR 750
founder-led setup
We configure one service-business workflow from inquiry to proposal to schedule to invoice follow-up.
- Lead/client intake path
- Proposal workflow setup
- Schedule and follow-up calendar
- Invoice follow-up draft flow
- Weekly operations summary
- One onboarding session
Pilot Supportduring validation
EUR 149/mo
software + support
Ongoing support while the pilot workflow is tested against real client work.
- Workflow adjustments
- Bug and polish feedback loop
- Founder support channel
- Data export access
- Cancel anytime
Optional Contract Assemblyreviewed templates only
By request
not legal advice
Kept out of Pilot V0 unless you already have reviewed clauses and want assembly support.
- Project-specific draft sections
- Your pasted legal clauses
- Missing-clause warnings
- Human approval before sharing
- No lawyer-replacement claims
06 - Questions
Things to decide before a pilot.
Is this self-serve yet? +
Not for the pilot. kontoros is being offered as a founder-led setup so we can prove one narrow workflow honestly before widening access.
What is actually included in the first pilot? +
The core pilot is inquiry or client intake, proposal drafting/review, proposal sharing/acceptance, client timeline context, schedule/follow-up calendar, invoice draft/payment follow-up, and a weekly operations summary.
Are contracts included? +
Contracts are optional and conservative. kontoros can assemble project-specific sections from approved inputs and reproduce your own reviewed clauses, but it does not generate legal advice or replace a lawyer.
Does anything send automatically? +
The pilot is approval-first. AI output is a draft you review before sending, especially replies, proposals, invoice follow-ups, and any contract-like document.
Can I export my data? +
Yes. The product already includes export-oriented privacy/data flows, and the pilot will not lock you into a black box.
Start the workflow without the big promise.
Checkout starts the founder-led Kontoros Back-Office Pilot: setup, monthly support, and one narrow proposal-to-payment workflow with human approval.