Customer Journey: James, Freelance Developer
How Orbit helps solo consultants close deals, retain clients, and grow referral work
About James
- Freelance web developer & tech consultant with 2–3 active clients
- Gets leads from LinkedIn, referrals, and past project follow-ups
- Offers custom builds, audits, and monthly retainers
- Biggest challenge: leads and follow-ups slip through the cracks
The Customer Journey Using Orbit AI Premium
| Stage | Challenge | Orbit AI Solution | Example |
|---|---|---|---|
| Onboarding / Setup | No central place for leads, notes, and proposals | Imports contacts, tags them by stage, drafts outreach | “Hey Kayla, just checking on the SEO audit — happy to send over a scope!” |
| Adoption | Inconsistent check-ins during long projects | Weekly client status snapshots + tap-to-send follow-ups | “You haven’t checked in with Project Alpha in 14 days…” |
| Value Realization | Wants to see ROI clearly | Tracks outcomes like booked calls, rehires, and follow-up effectiveness | “Past clients with 60-day follow-ups had a 35% rebooking rate” |
| Reactivation & Retention | Forgets to follow up post-project | Gentle nudges + ready-to-send re-engagement messages | “Hope the site’s working great! Want help optimizing speed next?” |
| Advocacy / Referral | Doesn’t usually ask for testimonials | Auto-sends review/referral templates post-project | Orbit reminds James to thank a client who referred a startup |
Why Orbit AI Premium Works for Freelancers & Solo Consultants
- Follow-up automation: Never forget a warm lead again
- AI-drafted messages: Saves time while keeping it human
- Client segmentation: Tailors outreach by client stage
- Reactivation nudges: Turn one-offs into repeat clients
- No CRM bloat: Just what you need — nothing more
Summary: Real Use Case Outcomes
- Faster follow-ups = more booked calls
- Higher retention after project handoff
- Referrals without the awkward ask
- Stronger client relationships with less stress
- No missed leads or forgotten check-ins
Are you a solo consultant like James?
Orbit AI Premium helps freelancers keep track of leads, maintain momentum, and close more work — all without a bloated CRM.
Start Using Orbit AI Premium
