Operations Process Library

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Back Office

Keep your back office on track by delegating tasks that get in the way such as invetory upkeep, sending and receiving documents, and filing expenses.

People Operations

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Creating a Legal Agreement

Your assistant can generate basic legal agreements for you.

Growth Acceleration

Office Management

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Creating and Scheduling Email Blasts

Have your assistant reach out to clients old and new.

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E-Commerce

Gain a competitive edge in eCommerce by taking advantage of delegations such as vendor research, product research, and email newsletters.

Office Management

People Operations

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Executive Assistant

Supercharge your productivity by delegating routine tasks such as scheduling, organizing contacts, or conducting research before meetings.

Office Management

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Inventory Upkeep

Keep your online inventory up to date with your assistant's help.

Growth Acceleration

Office Management

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Labeling Emails in an Inbox

Your assistant can add helpful labels to the emails in your inbox.

Office Management

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Lead Sourcing

Your assistant can generate a list of leads from multiple sources and following varied parameters, including visual or text based queues, upon request.

Growth Acceleration

People Operations

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LinkedIn Keyword Search

Your assistant can generate lists from Linkedin based on desired keywords.

Office Management

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Maintaining Records in a Spreadsheet

Have your assistant aggregate records in an easy-to-read spreadsheet.

Growth Acceleration

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Managing Marketing Subscriptions

Have your assistant create and manage new lists of subscribers.

Growth Acceleration

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Managing Your List of Subscribers

Have your assistant manage your subscription lists.

People Operations

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Managing a Hiring Funnel

Consolidate your hiring process by having your assistant manage the hiring funnel.

Growth Acceleration

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Onboarding a Team Member

Have your assistant set up a new hire's accounts and tools.

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Recruiting

Build fine-tuned relationships with key growth processes like lead generation and sourcing, outreach and follow-up instead of needing to hire Sales and Development Representatives (SDRs).

Office Management

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Research Vendors

Assess a new market or competitors quickly and efficiently using your assistant as a researcher.

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Sales

Build fine-tuned relationships with key growth processes like lead generation and sourcing, outreach and follow-up instead of needing to hire Sales and Development Representatives (SDRs).

Growth Acceleration

Office Management

People Operations

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Scheduling a Meeting

Have your assistant take charge of scheduling meetings.

People Operations

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Screening a List of Candidates

Have your assistant screen a list of candidates to find the best fit for the position.

Growth Acceleration

People Operations

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Sending LinkedIn Requests to a List of People

Have your assistant send personalized LinkedIn invitations to build and strengthen your network.

People Operations

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Sending a Legal Agreement

Your assistant can deliver legal documents.

Office Management

Growth Acceleration

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Sending a Mail Merge

Send personalized email inquiries to lists of potential contacts via your assistant.

People Operations

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Signing an Agreement or Workflow

Using digital signage tools, your assistant can sign documents on behalf of your digital identity.

Office Management

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Sourcing a Specific Email

Have your assistant hunt down email addresses you need.

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Startups

Upgrade your startup with scalable processes such as market research, customer surveys, and CRM management.

Office Management

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Ticket Purchasing

Your assistant can purchase tickets on your behalf.

Office Management

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Transcribing a Text File

Have your assistant transcribe text from scans into a text file.

Office Management

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Updating To-Do Lists

Get your assistant to manage and update Trello to-do lists.

Growth Acceleration

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Verifying a Lead

Have your assistant take over the task of individually verifying leads.

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