Business operations · Eduardo Castellano

What I do for your business

Clients go with the business that answers first, sends a clear proposal and follows up. I keep that work moving.

Negotiable price: tell me what you need and I’ll quote you. I deliver fast and in volume.

01Opportunities and follow-upLeads, meetings and new clients, each with a next step.
02Proposals and documentsProposals, contracts, plans and manuals.
03OperationsTasks, email, inventory and automations.
04NumbersInvoices, cash and reports in plain words.
05Website and customer careYour site, campaigns and answers.

01 · Opportunities and follow-up

Every lead, with its next step.

BeforeInquiries lost between email, chat and notes
AfterEach one with an owner, a date and a message ready

Works with the tools you already use. You don’t have to operate a CRM.
Messages go out only after you approve them, to contacts who agreed to hear from you.

Eduardo presentsIllustrative example · choose a step

Opportunities · this week

Sample distributor · quote for 3 locationsWebsite form · Tuesday 4:12 pmNew

Meeting brief · Thursday 10:00What they buy today, who decides, and 3 questions: volume, start date and payment terms.

“Thank you for your time today. As agreed, you’ll have the proposal for the three locations on Friday. Could you confirm the start date?”

Approve and sendEdit

Approved by you

Next step · send the proposalFriday · owner: youScheduled

Sample

I prepare your meetings, draft each follow-up and keep your list of clients in order. You decide what gets sent.

A meeting that ends with clear next stepsIllustrative example · AI-generated image

Sales and follow-upFrom the first contact to the client who signs.6 options

Organized customer listImport and clean up 500 contactsOrder / Negotiate No account: by email

Quote calculatorOrder / Negotiate No account: by email

Lead follow-up1 flow from lead to taskOrder / Negotiate No account: by email

Meeting prep1 account brief and key questionsOrder / Negotiate No account: by email

Sales email100 emails to opted-in contactsOrder / Negotiate No account: by email

Client onboarding1 flow with 5 documents and tasksOrder / Negotiate No account: by email

02 · Proposals and documents

Proposals that look prepared, not improvised.

Sales proposals, contracts with their renewal dates, business plans, manuals and onboarding guides. You review, comment and approve.

Contracts are drafts for your review. Eduardo does not give legal advice.

Eduardo presentsIllustrative example · choose a step

Proposal · Sample client

Facility maintenance, 3 locations

v2

Monthly preventive visit per location
Response within 24 hours on business days
Quarterly report with pending work

Your note: change payment terms to 50% on signing and 50% at 30 days.

Approved by you

PDF readyReady for e-signatureSaved in Proposals

Sample · made-up figures

A proposal reviewed with the clientIllustrative example · AI-generated image

03 · Operations

The task your team repeats, done the same way every time.

BeforeTyping the same order into three places
AfterOne flow between your systems, with your approval where it matters

Inbox sorting, task coordination, inventory alerts, purchasing approvals, internal portals and searchable knowledge for your team.

Each automation is tested with sample data before it runs.
Orders, purchases and payments never go out without an authorized person.

Eduardo presentsIllustrative example · choose a step

Operations · orders by email

Today

Read the email→Type it into the sheet→Write the invoice by hand

Proposed flow

Order email→Order sheet→Invoice draft→

okTest 1 · 4 items read correctly
okTest 2 · customer found in your list
checkTest 3 · product code missing, flagged for a person

Orders by emailOn since Monday · 2 waiting for your approvalRunning

Sample

The same task, done the same way every timeIllustrative example · AI-generated image

Day-to-day operationsTasks, email, inventory and purchasing in order.7 options

Inventory control1 catalog and stock alertsOrder / Negotiate No account: by email

Task coordination1 project and its assignment rulesOrder / Negotiate No account: by email

Inbox sorting100 emails into categories or tasksOrder / Negotiate No account: by email

Purchasing and approvals portal1 flow with 2 rolesOrder / Negotiate No account: by email

Searchable internal knowledge100 files with team permissionsOrder / Negotiate No account: by email

Meeting to action items30 minutes and an owner listOrder / Negotiate No account: by email

Operations batch1 operations task in an account you authorizeOrder / Negotiate No account: by email

04 · Numbers

How your business is doing, in plain words.

BeforeSpreadsheets nobody has time to read
AfterA report with the key point first and what to do next

Eduardo presentsIllustrative example

Operations report · OctoberExample with made-up data

The key point: sales grew, but collections slowed. Three invoices over 30 days hold most of the pending cash.

AWhere sales came from

Repeat clients46 %
Referrals32 %
Website22 %

BCollections

CNext moves

Send a friendly reminder on the three invoices over 30 days.
Ask repeat clients for referrals: they bring a third of sales.
Add a quote form to the website to capture more inquiries.

Sample data. Your report uses your own files or connected sources. A person validates the amounts; this is not accounting, audit or tax advice.

A one-page summary, in plain wordsIllustrative example · AI-generated image

05 · Website and customer care

Your website and your answers, on time.

BeforeA website out of date and messages answered days later
AfterClear pages, a contact form and approved answers

A business website, a lead campaign, monthly content, a help center and an assistant that answers on your channels and hands the rest to a person.

The website is yours: domain and accounts stay in your name.
Ad spend and channel fees are separate and confirmed before work starts.

Order / Negotiate

**Eduardo presents**Illustrative example · your website

Eduardo · your business partner

Tell me what you need, and I’ll deliver it ready to approve.

01 · You ask
Ask with your voice, text or files.
02 · I make it
Follow what I prepare and ask for changes in your project.
Inside your project
Progress, decisions and deliveries in one place.
Each request becomes a project: you see what is being prepared, what needs your decision and what was delivered.
Eduardo › Proposal for a new client

WorkDeliveriesReviews

You askReceived
last-proposal.pdf
SendAdd files
Your business and the result you want.

Waiting for you
Sales proposal · up to 10 pagesUses . Delivery after your materials arrive.
ApproveAsk for a change
You see the scope and the cost before anything starts.
DraftIn progress
Proposal · draft
Facility maintenance, 3 locations
Scope and response times
Payment terms
Your reviewAwaiting approval
Change: payment terms 50 / 50.
ApproveAsk for a changeOpen
Nothing goes out until you approve it.

DeliveredReady
proposal-v2.pdfReady for e-signature
DownloadOpen
Saved in Proposals and documents, with its history.

Follow-upSuggested
Next stepFollow up on Tuesday if the client has not signed. A draft message is ready.
Prepare follow-upNot now
A recommendation opens the same project; nothing is sent on its own.
Illustrative walkthrough with made-up data. Choose a phase to see how a project moves.
03 · You get it ready
Nothing is sent, published or connected without your approval.
- “Follow up on this week’s leads”A message for each one; you choose which go out.Before: reminders on sticky notes.
- “Why is cash tight this month?”It reads your file and tells you what changed and what to do.Before: an analyst and spreadsheets.
- “Stop typing orders twice”One automation between two systems, tested before it runs.Before: the same data in three places.

Order / Negotiate Order / Negotiate

How Eduardo works

Clear limits, on every task.

You approve firstProposals, emails, messages and changes go out only after your approval.
No money movesEduardo never charges customers, pays suppliers or issues tax documents on its own.
People validate amountsInvoices, reconciliations and contract dates are checked by someone on your team.
Drafts, not adviceContracts and tax documents are drafts for your professional’s review.
Access you controlAccounts connect only with your permission, and you can remove access at any time.

Before you decide

Frequently asked questions

Do I need to learn a CRM or other software?: No. Eduardo works with the tools you already use, or with simple files. You review and approve in your Eduardo account; there is no sales system to operate.
Who approves before something is sent?: You do. Proposals, emails, messages and changes go out only after your approval.
Is this accounting, tax or legal advice?: No. Forecasts, reconciliations and drafts support your decisions. Contracts and tax matters need your professional’s review.
Do you use AI?: Yes, and AI-generated content is labeled. You review everything before it is used.
We have several locations or a larger team.: You can request a scope tailored to your locations, volume and processes. Write to me.

I’m Eduardo. I keep your business moving.

Clients go with the business that answers first, sends a clear proposal and follows up. I keep that work moving.

Every lead, with its next step.

Proposals that look prepared, not improvised.

The task your team repeats, done the same way every time.

How your business is doing, in plain words.

AWhere sales came from

BCollections

CNext moves

Your website and your answers, on time.

Maintenance that keeps your locations open.

Tell me what you need, and I’ll deliver it ready to approve.

Progress, decisions and deliveries in one place.

Clear limits, on every task.

Frequently asked questions

Order it and we agree on the price.