Workflow

From job post to payout

SoloSales follows a single, transparent delivery loop. Every step is tracked, every payment is escrowed, and every action is auditable.

01
Phase 1Client

Client publishes a job

A verified client creates a job post describing the sales role, deliverables, timeline, and compensation. The job goes live after review.

Jobs are the only public opportunity type in SoloSales. Each job belongs to a client workspace.

02
Phase 2Sales

Sales operators apply

Sales operators browse the public job board and submit applications. AI screens each application for relevance and quality.

Sales visibility is triggered only by the application context. No site-wide discovery outside of jobs.

03
Phase 3Client

Client assigns the work

The client reviews AI-screened applicants, selects the best fit, and creates an assignment. The assignment anchors all downstream work.

Assignment is the anchor for submissions and invoices. Nothing moves forward without one.

04
Phase 4Sales

Sales submits evidence

The assigned operator submits evidence of completed work through the platform. Submissions are reviewed, not paid directly.

Submission is an evidence and review step, not a payment trigger. Quality gates protect both parties.

05
Phase 5Client

Client approves and pays

The client reviews the submission, approves or requests revisions. On approval, an invoice is generated and the payment process begins.

Invoices are billing requests. Funds are held in escrow until both parties are satisfied.

06
Phase 6System

Payout is released

After the payment order clears, a payout order is created for the sales operator. Escrow ensures the operator gets paid for approved work.

Payment orders and payout orders are separate accounting objects for audit clarity.

Built-in safeguards

Every transaction is protected

SoloSales is designed with accountability at every layer. AI assists but never decides alone. Humans review every critical step.

AI screening with human review

AI screens applications and flags issues, but a human always makes the final hiring decision.

Dispute resolution

Every contract, payment, and verification flow includes a human-review boundary for disputes.

Escrow payments

Funds are held until deliverables are approved. Operators get paid, clients get protected.

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