The roles

Start with the work you most want off your team's plate.

Client inquiries, sales follow-up, scheduling and billing administration are possible starting points. The right scope depends on your process, your tools and the decisions that should remain with your team. We define the responsibility before we build it.

Built to order

You describe the responsibility. We build it.

Custom means the responsibilities, workflow logic, systems, conditions and approval rules are written for your business. Our team does the implementation; you authorize access, review it and approve the launch.

1
Describe the responsibilityWhat starts the work, what has to happen, and where your team stays involved.
2
We write the workflowYour procedures are written into software: steps, schedules, permissions, approvals. AI handles the reading and writing.
3
You review and approve the launchThen our team operates and maintains it under your monthly plan.

Common starting points

Nine examples we build often

Examples, not a fixed menu. Each is built around your procedures and tools, and we confirm the integrations and workflow for your business during scoping.

Client Relations

Answers every inquiry the hour it arrives, remembers every preference, and keeps every client feeling like the only one.

7:30 am

Held the private room for October 14th and sent the confirmation with the deposit link.

HubSpotGmailCalendlyRingCentral
Books and Billing

Keeps the ledger reconciled, the invoices moving, and the awkward money conversations courteous and on time.

8:15 am

Sent 2 invoice reminders, both polite, both with the payment link, neither written by you.

QuickBooksStripeBill.comGmail
Scheduling

Keeps the calendar confirmed, refilled, and briefed, without a single reminder from you.

8:20 am

A 2:00 cancellation came in at 8:17. Refilled from the waitlist by 8:31.

Google CalendarCalendlyAcuity SchedulingOpenTable
Sales Follow-up

Never lets a warm file go cold: every proposal chased, every quiet prospect courteously re-approached, on schedule.

9:10 am

Moved 2 warm replies to the top of your call sheet with a one-line brief on each.

HubSpotSalesforcePipedriveGmail
Marketing Coordinator

Ships the newsletter, keeps the posting calendar full, and reports the numbers in one line instead of forty.

9:00 am

Scheduled 3 posts across the accounts, each on brand, none recycled.

MailchimpKlaviyoCanvaGoogle Analytics
Operations Assistant

Builds the day sheet, chases the confirmations, and logs the incidents, so the day runs the way it was planned.

8:00 am

Chased 2 missing vendor confirmations. Both confirmed by 8:40.

Google SheetsAsanamonday.comGmail
Recruiting Coordinator

Screens every applicant the day they apply, books the interviews, and never leaves a candidate wondering.

8:45 am

Booked all 3 interviews straight onto the hiring manager's calendar.

LinkedInIndeedBambooHRGoogle Calendar
Customer Support

Answers around the clock, follows your written policy to the letter, and escalates the ones that need you.

7:00 am

Cleared the overnight queue: 9 answered, 1 escalated to your inbox with the full history.

IntercomZendeskShopifyGmail
Executive Assistant

Clears the inbox, briefs the meetings, and drafts the replies, so your morning starts at decision speed.

7:15 am

Briefed today's 4 meetings: who, what they want, and what you said last time.

GmailGoogle CalendarNotionZoom

The role you are thinking of right now? That one.

Tell us what starts the work and what has to happen. After a 20-minute call, you get the blueprint of the employee we would build: every step, what stays with your team, and the hours it gives back.

Book the call