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

Get quotes to would-be clients faster.

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

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

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

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

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

Assess loss runs.

Give CRMs the makeover, and maintenance, they deserve.

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

Get to inbox 0 and stay there.

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

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

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

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

Have your assistant reach out to clients old and new.

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

Transfer information across sytems, sources, and document types.

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

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

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

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

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.

Have your assistant files expenses on your behalf.

Transfer information from your ATS to your HRIS.

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

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

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

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

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

We help clients find qualified suppliers for their marketplaces.

Your assistant can schedule meetings, as well as reserve spaces

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

Generate and send standard service level agreements.

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

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

Send hundreds of connection requests.

Extract information and put it in claims system.

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

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

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.

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

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

Maintain company equipment inventory.

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

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

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

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

Complete calls. Like 6,000 calls.

Send invoices and invoices reminders.

Maintain up to date licensing information.

Manage multi-channel posting for a variety of efforts

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

Monitor usage of all subscription-based tools.

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

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

Have your assistant create and manage new lists of subscribers.

Have your assistant manage your subscription lists.

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

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

Review user-generated content, ensuring it meets standards.

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

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

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

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

Onboard new clients and update their information.

Get new marketplace suppliers onboarded and organized.

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

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

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

Continuously update buyer and seller information.

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

Organize user feedback from disparate sources into meaningful data sets.

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

Have your assistant complete payment on a bill or invoice.

Order meals, groceries, or other lifestyle items.

Clean up pipeline lists.

Send templated follow-up emails from your inbox

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

Prepare documentation for underwriters to make decisions.

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.

Process policy renewals.

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

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

Build lists of sales prospects - save your SDR time.

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

Score marketing leads by your selected criteria.

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

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

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

Researching state guidelines, property prices and deposits.

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

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

Run 500 triages.

Get what matters prioritized on the calendar

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

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

Manage open-enrollment with reminders and updates.

Send and prepare engagement survey reports

Generate and send standard legal agreements.