Triages email, drafts replies, books meetings, manages reschedules, sends reminders. Most clients go from 200 unread emails to under 20 in week one
CRM & data
Keeps Hubspot, Pipedrive, Salesforce or Airtable clean. Logs calls, updates stages, runs weekly hygiene reports. Most CRMs we inherit have 30%+ duplicates. We fix that in week one
Customer support
Replies to inbound queries, follows up on tickets, escalates the hard ones. Email, chat, helpdesk — we are tool-agnostic
Scheduling & coordination
Books client calls, manages your team’s diaries, coordinates with vendors, handles reschedules and confirmations
Reporting
Pulls weekly numbers from your tools into a single dashboard or written summary. You stop logging into five tools to find one number