Use Case Library

We do recurring work you can explain. Here’s a list of the sort of processes we can take off of your plate. Our core competency is doing work the way you do it.

People Ops

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ATS Management

Engage candidates - we'll make sure everything is tracked in your ATS.

Insurance Ops

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Accelerate Quotes

Get quotes to would-be clients faster.

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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 Ops

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Boolean Searches

Find exactly who you're looking for: we'll run Boolean list-building processes for you.

Sales Ops

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CRM Management

Confirm all information and demographic data is accurate for everyone in your CRM. Manage transitions between systems. Schedule daily updates.

Insurance Ops

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Calculate Loss Runs

Assess loss runs

Sales Ops

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Contact Management

Confirm all information and demographic data is accurate for everyone in your CRM.

Back-Office Ops

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Creating a Legal Agreement

Your assistant can generate basic legal agreements for you.

Sales Ops

People Ops

Front-Office Ops

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Creating and Scheduling Email Blasts

Have your assistant reach out to clients old and new.

People Ops

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Data Enrichment

Verify the names and addresses of candidates with whom you want to connect.

Insurance Ops

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Data Management

Transfer information across sytems, sources, and document types.

Sales Ops

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Distribute Reports

Make sure your progress is visible - share reports with key stakeholders on a regular basis.

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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.

Sales Ops

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Email Address Scraping

Updated email addresses for everyone on your prospect list and in your book of business.

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Executive Assistant

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

People Ops

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Fill out HRIS

Transfer information from your ATS to your HRIS.

Sales Ops

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Generate Proposals

Use your step-by-step processes to generate and send quotes and proposals.

Sales Ops

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Generate Standard SLAs

Generate and send standard service level agreements.

Insurance Ops

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Input Claims

Extract information and put it in claims system.

Back-Office Ops

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Inventory Upkeep

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

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Labeling Emails in an Inbox

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

People Ops

Sales Ops

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Lead Generation

Generate a list of leads for sales, recruiting, or otherwise. We can use any tools - this demo shows how we use keywords to build lists from LinkedIn.

Sales Ops

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Lead Qualification

Review lists of leads to make sure every name meets your ideal customer profile criteria.

People Ops

Sales Ops

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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.

Sales Ops

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List Building

Build lists of target customers, competitors, industry events, and more.

People Ops

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Log Equipment

Maintain company equipment inventory.

People Ops

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Maintain HRIS

Run scheduled updates to all critical contact information, such as address updates and marital status updates.

Back-Office Ops

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Maintaining Records in a Spreadsheet

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

Sales Ops

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Manage Invoices

Send invoices and invoices reminders.

Sales Ops

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Manage Licensing

Maintain up to date licensing information.

Insurance Ops

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Manage State Filings

File documents with third-parties (like the state).

Sales Ops

Front-Office Ops

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Managing Marketing Subscriptions

Have your assistant create and manage new lists of subscribers.

Sales Ops

Front-Office Ops

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Managing Your List of Subscribers

Have your assistant manage your subscription lists.

People Ops

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Managing a Hiring Funnel

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

People Ops

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Mass Outreach

Systematically reach out to every prospect, candidate, or referral partner on your list.

Sales Ops

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Monitor Accounts

Monitor account usage and build reports that let you take action to keep client acocunts healthy.

Sales Ops

Sales Ops

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Monitor Social Media

Receive scheduled reports of social media activity relevant to your company.

Insurance Ops

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Onboard Clients

Onboard new clients and update their information.

People Ops

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Onboarding a Team Member

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

People Ops

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Order Equipment

Order the equipment for your new hire - from computers to office supplies to business cards.

Sales Ops

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Pipeline Clean-Up

Clean up pipeline lists.

Sales Ops

Sales Ops

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Post Close Paperwork

Once the sale is done, so is some of the fun! We'll prepare all the closing paperwork for you.

Insurance Ops

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Prepare Underwriters

Prepare documentation for underwriters to make decisions.

Insurance Ops

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Process Renewals

Process policy renewals.

Sales Ops

Sales Ops

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Process Renewals & Administer Upgrades

When a client wants to renew or upgrade, execute the change fast!

Sales Ops

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Prospect Identification

Build lists of sales prospects - save your SDR time.

Back-Office Ops

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Research Vendors

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

People Ops

Sales Ops

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Scheduling a Meeting

Have your assistant take charge of scheduling meetings.

Sales Ops

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Score, Sort, & Enrich Leads

Power through a mass of inbound leads. Score, sort, and enrich intelligence - no matter the source.

People Ops

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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.

People Ops

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Send Benefits Reminders

Manage open-enrollment with reminders and updates.

People Ops

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Send Engagement Surveys

Send and prepare engagement survey reports

Sales Ops

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Send Legal Agreements

Generate and send standard legal agreements.

People Ops

Sales Ops

Front-Office Ops

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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.

Back-Office Ops

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Sending a Legal Agreement

Your assistant can deliver legal documents.

People Ops

People Ops

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Sending a Mail Merge

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

People Ops

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Set Up Accounts

Create a workflow that assigns new hires access to the systems and files they'll need - whether it's a reimbursement system, a project management platform, an HRIS, or an online portal.

People Ops

Sales Ops

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Signing an Agreement or Workflow

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

People Ops

Sales Ops

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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.

Insurance Ops

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Streamline Applications

Get application paperwork into your system, easily.

Insurance Ops

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Streamline Issuance

Speed up the quoting and issuance process - check all other policies, input data, etc.

People Ops

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Track Learning & Credentials

Confirm all credentials are up to date; track ongoing learning.

Back-Office Ops

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Transcribing a Text File

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

Insurance Ops

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Update Clients

Let insurance clients know the status and progress of their claim filing.

Sales Ops

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Update Promotion Codes

Update promotion codes monthly - in all your systems and in all your promotional materials.

Insurance Ops

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Validate Claims

Validate claims and confirm all information is available.

People Ops

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Verify Credentials

Confirm background checks and transcription records.

People Ops

Sales Ops

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Verifying a Lead

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

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