Use Case Library

We do recurring work you can explain. This is a list of the kinds of workflows and and tasks we can take off your plate.

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Recruiting

Admin Tasks

People

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ATS Management

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

New Business

Writing

Insurance Ops

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Accelerate Quotes

Get quotes to would-be clients faster.

Tranform data

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Add contacts

Is a contact that's not in (Salesforce / Hubspot / Affinity / LinkedIn) really a contact? It's not. We make sure it gets there.

Recruiting

Lead Generation

People

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Boolean Searches

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

Prospect Development

Web Scraping

Sales Ops

Marketing Ops

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Build Lists

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

Lead Generation

Real Estate Ops

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Build Property Lists

Generating lists of available commercial and residential rental properties, landlords or property managers

Pipeline Management

Contact Management

Sales Ops

Marketing Ops

Admin

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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.

Underwriting

Data & Admin

Insurance Ops

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Calculate Loss Runs

Assess loss runs.

Tranform data

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Clean CRMs

Give CRMs the makeover, and maintenance, they deserve.

Data Formatting

Product

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Clean Data

Let us manage the data so your analysts can make models.

Run outreach

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Clean inboxes

Get to inbox 0 and stay there.

Manage workflows

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Complete onboarding

Execute that long onboarding checklist for customers, hires, vendors, etc.

Prospect Development

Contact Management

Sales Ops

Marketing Ops

Admin

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Contact Management

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

Run outreach

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Contact leads

Startup founders engage us to connect with prospective hires. CMOs run B2B2C customer acquisition campaigns with 20K prospects.

Manage workflows

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Create folders

We've created more than 500 Dropbox folders this year. We stopped counting before we got to Zoom.

Campaigns & Outreach

Sales Ops

Marketing Ops

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Creating and Scheduling Email Blasts

Have your assistant reach out to clients old and new.

Recruiting

Data Entry & Enrichment

People

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Data Enrichment

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

Policy Management

Data & Admin

Insurance Ops

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Data Management

Transfer information across sytems, sources, and document types.

Post-Sale Paperwork

Files Management

Sales Ops

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Distribute Reports

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

Campaigns & Outreach

Admin

Marketing Ops

Sales Ops

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Draft Emails

Draft emails are prepared and labeled your inbox, ready to send.

Run outreach

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Draft emails

Got a semi-automated email drafting process? Us, too. Our team fills in the gaps.

Prospect Development

Data Entry & Enrichment

Sales Ops

Marketing Ops

Admin

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Email Address Scraping

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

Tag lists

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Enrich records

We find and use the best stack of third-party tools to enrich records, and roll up our sleeves when the tools are stumped or can't deliver on a custom request.

Purchasing

Admin

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Filing an Expense

Have your assistant files expenses on your behalf.

Onboarding

Admin Tasks

People

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Fill out HRIS

Transfer information from your ATS to your HRIS.

Build lists

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Find art galleries

Fun fact: we've helped build relationships with more than 10,000 art galleries this year.

Build lists

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Find email addresses

Find email addresses...many, many email addresses. Not to break the fourth wall, but the person writing this copy found 3,000 last week.

Build lists

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Find investments

Investors build lists of investment prospects, aggregating data from decks, Crunchbase, and the universe.

Build lists

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Find parking spaces

Do you need a huge list of parking spaces? Probably not, but we've found more than 13,000 of them this year.

Build lists

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Find phone numbers

Who you gonna call? Ghostbusters! Also, people with accurate contact information. Clearbit can't find everything.

Build lists

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Find suppliers

We help clients find qualified suppliers for their marketplaces.

Logistics

Admin

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Finding a Location for a Meeting

Your assistant can schedule meetings, as well as reserve spaces

Pipeline Management

Files Management

Sales Ops

Marketing Ops

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Generate Proposals

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

Post-Sale Paperwork

Files Management

Sales Ops

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Generate Standard SLAs

Generate and send standard service level agreements.

Build lists

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Generate leads

Run criteria-based vetting when automations break or when data is irregular.

Manage workflows

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Handle sales inquiries

We run the customer support inbox for a number of big markeplaces. Their teams now do...other stuff.

Run outreach

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Initiate connections

Send hundreds of connection requests.

Claims Processing

Data & Admin

Insurance Ops

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Input Claims

Extract information and put it in claims system.

Data & Admin

Product

Real Estate Ops

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Inventory Upkeep

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

Inbox Management

Admin

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Labeling Emails in an Inbox

Your assistant can add helpful labels to the emails in your inbox. Get to inbox 0.

Recruiting

Lead Generation

People

Sales Ops

Marketing 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.

Prospect Development

Lead Generation

Sales Ops

Marketing Ops

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Lead Qualification

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

Recruiting

Lead Generation

People

Sales Ops

Admin

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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.

Onboarding

Admin Tasks

People

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Log Equipment

Maintain company equipment inventory.

Manage workflows

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Log activity

Our clients are heroes - we're support scribes. We've logged more than 3,000 status updates this year.

Development

Admin Tasks

People

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Maintain HRIS

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

Manage workflows

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Maintain catalogues

Keep inventory and catalogue operations running seamlessly. Did we mention that we've updated 20K SKUs this year?

Files Management

Sales Ops

Admin

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Maintaining Records in a Spreadsheet

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

Run outreach

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Make phone calls

Complete calls. Like 6,000 calls.

Pipeline Management

Admin Tasks

Sales Ops

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Manage Invoices

Send invoices and invoices reminders.

Pipeline Management

Admin Tasks

Sales Ops

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Manage Licensing

Maintain up to date licensing information.

Campaigns & Outreach

Marketing Ops

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Manage Postings

Manage multi-channel posting for a variety of efforts

Policy Management

Data Formatting

Insurance Ops

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Manage State Filings

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

Data & Admin

Product

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Manage Your Stack

Monitor usage of all subscription-based tools.

Run outreach

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Manage campaigns

Run four-step sequences that need the tiniest bits of judgment.

Tranform data

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Manage inventory #SKU

Fun fact: we've verified more than 200K SKUs in the past two quarters.

Campaigns & Outreach

Marketing Ops

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Managing Marketing Subscriptions

Have your assistant create and manage new lists of subscribers.

Campaigns & Outreach

Sales Ops

Marketing Ops

Admin

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Managing Your List of Subscribers

Have your assistant manage your subscription lists.

Recruiting

Campaigns & Outreach

People

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Managing a Hiring Funnel

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

Recruiting

Campaigns & Outreach

People

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Mass Outreach

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

Data & Admin

Marketing Ops

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Moderate Content

Review user-generated content, ensuring it meets standards.

Post-Sale Paperwork

Data & Admin

Sales Ops

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Monitor Accounts

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

Post-Sale Paperwork

Social Media Management

Sales Ops

Sales Ops

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Monitor Social Media

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

Manage workflows

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Mortgage change requests

Execute mortgage change requests easily. We've helped with 6,000 this year.

Contact Management

Admin

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Network Management

Send structured updates to your network. Send birthday greetings or gifts

Logistics

Insurance Ops

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Onboard Clients

Onboard new clients and update their information.

Manage workflows

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Onboard suppliers

Get new marketplace suppliers onboarded and organized.

Onboarding

Admin Tasks

People

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Onboarding a Team Member

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

Onboarding

Purchasing

People

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Order Equipment

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

Tranform data

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Organize ATSs

Give Greenhouse, Lever, or any other system the attention it deserves.

Data Entry & Enrichment

Real Estate Ops

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Organize Your Marketplace

Continuously update buyer and seller information.

Tag lists

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Organize address books

It's all who you know. Unless they aren't in your address book. We keep records straight for leaders.

Tag lists

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Organize user feedback

Organize user feedback from disparate sources into meaningful data sets.

Tranform data

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Parse contracts

Fun fact: We've parsed more than 5,000 contracts this year.

Purchasing

Admin

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Paying a Bill

Have your assistant complete payment on a bill or invoice.

Executive Support Ops

Logistics

Admin

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Personal Errands

Order meals, groceries, or other lifestyle items.

Pipeline Management

Campaigns & Outreach

Sales Ops

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Pipeline Clean-Up

Clean up pipeline lists.

Pipeline Management

Campaigns & Outreach

Sales Ops

Sales Ops

Marketing Ops

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Plan Follow-Ups

Send templated follow-up emails from your inbox

Post-Sale Paperwork

Admin Tasks

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.

Underwriting

Admin Tasks

Insurance Ops

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Prepare Underwriters

Prepare documentation for underwriters to make decisions.

Gather intelligence

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Prepare briefs

Our CEO is in about 4 hours of external meetings every day. We use our own tools to send him a detailed briefing of every external meeting.

Policy Management

Admin Tasks

Insurance Ops

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Process Renewals

Process policy renewals.

Post-Sale Paperwork

Data & Admin

Sales Ops

Sales Ops

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Process Renewals & Administer Upgrades

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

Manage workflows

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Process disputes

We've helped clients process hundreds of disputes this year, liaising directly with banks. Sometimes we work on a 3 hour SLA.

Prospect Development

Lead Generation

Sales Ops

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Prospect Identification

Build lists of sales prospects - save your SDR time.

Purchasing

Admin

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Purchasing an Item Online

Your assistant can make personal or professional purchases on your behalf.

Lead Generation

Marketing Ops

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Qualify Leads

Score marketing leads by your selected criteria.

Tag lists

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Qualify candidates

We apply criteria-based judgments to large batches of candidates, like a junior sourcing specialist.

Tag lists

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Qualify leads

We make the qualitative judgment calls that confuse automation workflows. So sales teams talk with the best people.

Data & Admin

Marketing Ops

Product

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Report Customer Intelligence

Aggregate and share data about how customers are using your product.

Web Research

Real Estate Ops

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Research Regulations

Researching state guidelines, property prices and deposits.

Web Research

Data

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Research Vendors

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

Surprise us

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Run experiments!

Clients run tests they wouldn't otherwise have had the bandwidth to try out. It's like the Sherlock Holmes of ROI.

Manage workflows

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Run triages

Run 500 triages.

Prospect Development

Scheduling

People

Sales Ops

Admin

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Schedule Meetings

Get what matters prioritized on the calendar

Prospect Development

Data Entry & Enrichment

Sales Ops

Marketing 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.

Admin Tasks

People

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Screening a List of Candidates

Screen a list of candidates to find the best fit for the position.

Development

Campaigns & Outreach

People

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Send Benefits Reminders

Manage open-enrollment with reminders and updates.

Development

Admin Tasks

People

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Send Engagement Surveys

Send and prepare engagement survey reports

Post-Sale Paperwork

Files Management

Sales Ops

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Send Legal Agreements

Generate and send standard legal agreements.

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