Bill more hours. Not yours.
Primary writes the proposals, drafts the client check-ins, prepares the workshop summaries, and keeps your projects organized. Your billable utilization goes up because the admin goes away.
7-day free trial · No credit card required
Independent consultants and fractional execs run lean by definition. The admin burden — proposals, scopes, invoicing, project status emails, scheduling — eats 30-40% of a workweek that doesn't bill. That's the gap between $250K and $400K a year. Primary closes it.
Five days. Real moments.
“Send it to Primary: draft a proposal for Acme based on Friday's discovery call. Use my standard template, scope from my notes, 90-day engagement.”
First-draft proposal in your inbox by 11. You spend 30 minutes refining instead of 3 hours writing. Sent before lunch.
“Send it to Primary: while I run the 9-12 workshop, transcribe, identify decisions and action items, draft a summary email to attendees.”
By 12:14, attendees have a clean recap with attributed action items. Your reputation just got a measurable bump.
“Send it to Primary: any client I haven't touched in 14+ days? Draft warm check-ins, reference last project.”
4 dormant accounts identified. 4 personalized re-engagement emails ready. Two book follow-up calls.
“Send it to Primary: pull last month's billable hours from Toggl, draft invoices for each client, attach to invoice email drafts.”
Invoices drafted, emails ready, you spend 10 minutes vs 2 hours. Get paid 5 days earlier on average because you actually sent them on time.
“Send it to Primary: status update for each active client — what shipped this week, what's next, blockers.”
4 clients, 4 personalized weekly updates, sent before 4 PM. You walk into Monday with relationships warm instead of cold.
The features that matter most.
Proposal drafting from your discovery notes
Send it your call notes plus your standard scope template. Primary writes a first-draft proposal that sounds like you. You refine, you don't rebuild.
Workshop and meeting summaries that earn referrals
Primary listens (when you authorize), transcribes, extracts decisions and action items, drafts the summary email. Clients remark on the polish — you get referrals.
Invoicing on time, every month
Primary pulls hours from your tracker, drafts the invoices, prepares the emails, and queues them for your approval. The "I need to invoice" backlog stops existing.
Dormant-client routines
Set the routine once: 'every Tuesday, surface clients I haven't touched in 14+ days; draft a warm check-in for each.' Pipeline never goes cold.
Memory across every engagement
Six months from now, when your old client emails about something new, Primary remembers the engagement context — what you scoped, what the outcomes were, what they cared about. You sound like you remember everything.
Primary Pro
Pro at $99.97/month is the right starting point: 1,000 messages/day, dedicated phone number for outbound calls, multi-agent, Deep model. (Computer Use is in private beta on Pro and shipping soon.) Solo consultants stay on Pro indefinitely. Fractional execs running 4+ engagements often go Ultimate for the second phone number and unlimited routines.
Common questions.
Send it to Primary.
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