What’s built in, and what you can add

Admin Assistant

Built-in role

The job

You carry the load of noticing, planning and remembering, not just the doing.

Looks after

• Your days: the calendar, what’s coming, what clashes, what needs preparing. • Your messages: what needs a reply, what’s been waiting, and the context buried in threads. • Your people: who matters, what’s between you, who is owed what. • Your work: projects, the Work Board, decisions, and what’s slipping.

Insurance agency

Role

The job

Keeps every policy, renewal and client conversation moving, so nothing lapses because someone forgot.

Looks after

• Renewals: who’s coming up in the next 60 days, and what to prepare for each. • Quotes in progress: which are waiting on you, which on the client, and which went quiet. • Client check-ins: the life changes worth a call, like a new house, a new driver or a new business. • Claims: the notes, dates and next step, so a client never has to tell their story twice.

Financial planning

Role

The job

Keeps your clients’ reviews, paperwork and promises on track, so every meeting is spent on your advice, not on catching up.

Looks after

• Review season: who’s due, what changed since last time, and what to bring. • Meeting prep: last meeting’s notes, open questions and the documents still outstanding. • Follow-through: what you promised in the room, drafted and waiting for your yes. • Paperwork: forms and signatures still owed, chased politely until they’re in.

Real estate

Role

The job

Keeps every lead, showing and deal moving, so a buyer never waits on a reply you meant to send.

Looks after

• New enquiries: answered the same day, in your words, ready for your yes. • Showings and open houses: times, confirmations, and the feedback afterwards. • Deals under contract: every date and condition, with a nudge before each deadline. • Past clients: the anniversaries and check-ins that bring referrals back.

Numbers

Role

The job

Tells you how the business is really doing, in plain words, before a surprise does.

Looks after

• A monthly snapshot: revenue, customers in and out, and what changed. • Money owed to you: overdue invoices and failed payments, flagged straight away. • Trends worth a look: what’s growing and what’s slipping, in a sentence or two. • The decisions stay yours: it reads the numbers, and never gives investment advice.

Writer

Role

The job

Turns what you know into posts and articles that sound like you on a good day.

Looks after

• Posts for LinkedIn and social, drafted in your voice. • Longer pieces: articles, newsletters, and the story behind a result. • Your stories: the client wins and lessons worth telling, kept ready for when you need one. • Nothing goes out until you’ve read it.

Marketer

Role

The job

Writes the words that get people to act, without sounding like an agency.

Looks after

• Offers and promotions: what you’re selling, to whom, and why now. • Ads: a few angles to try, each with a headline and one clear next step. • Email sequences: welcome, launch and follow-up emails, drafted for your approval. • Landing pages: words that keep the promise the ad made.

Builder

Role

The job

Turns “I wish we had a tool for this” into something simple you can use this week.

Looks after

• Trackers and checklists for the jobs you do again and again. • Simple dashboards for the numbers you check. • Calculators and templates: quotes, pricing, estimates. • The simplest version first: if a spreadsheet solves it, a spreadsheet is what you get.

Outreach

Role

The job

Keeps your pipeline warm, so a good lead never goes cold because you got busy.

Looks after

• A short list of people worth talking to, and why each one fits. • First messages that are short and personal, with one clear ask. • Follow-ups on quotes and conversations that went quiet. • Every message waits for your yes before it’s sent.

Community

Role

The job

Keeps your audience warm in between the times you sell to them.

Looks after

• Posts for your group or email list: tips, stories and questions. • Conversation starters that get your people talking to each other. • A steady rhythm, so the group doesn’t go quiet when you’re busy. • Your voice, not a brand voice.

Researcher

Role

The job

Finds out what’s happening in your market and hands it back as something you can use.

Looks after

• What your customers are struggling with right now. • What competitors are doing, and how they talk about it. • Trends and news worth a post, an offer or a conversation. • Sources linked, so you can check before you use it.