Recruiting
Admin Tasks
People
ATS Management
Engage candidates - we'll make sure everything is tracked in your ATS.
New Business
Writing
Insurance Ops
Accelerate Quotes
Get quotes to would-be clients faster.
Tranform data
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.
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
Boolean Searches
Find exactly who you're looking for: we'll run Boolean list-building processes for you.
Find exactly who you're looking for: we'll run Boolean list-building processes for you.
Prospect Development
Web Scraping
Sales Ops
Marketing Ops
Build Lists
Build lists of target customers, competitors, industry events, and more.
Lead Generation
Real Estate Ops
Build Property Lists
Generating lists of available commercial and residential rental properties, landlords or property managers
Generating lists of available commercial and residential rental properties, landlords or property managers
Pipeline Management
Contact Management
Sales Ops
Marketing Ops
Admin
CRM Management
Confirm all information and demographic data is accurate for everyone in your CRM. Manage transitions between systems. Schedule daily updates.
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
Calculate Loss Runs
Assess loss runs.
Tranform data
Clean CRMs
Give CRMs the makeover, and maintenance, they deserve.
Data Formatting
Product
Clean Data
Let us manage the data so your analysts can make models.
Run outreach
Clean inboxes
Get to inbox 0 and stay there.
Manage workflows
Complete onboarding
Execute that long onboarding checklist for customers, hires, vendors, etc.
Execute that long onboarding checklist for customers, hires, vendors, etc.
Prospect Development
Contact Management
Sales Ops
Marketing Ops
Admin
Contact Management
Confirm all information and demographic data is accurate for everyone in your CRM.
Confirm all information and demographic data is accurate for everyone in your CRM.
Run outreach
Contact leads
Startup founders engage us to connect with prospective hires. CMOs run B2B2C customer acquisition campaigns with 20K prospects.
Startup founders engage us to connect with prospective hires. CMOs run B2B2C customer acquisition campaigns with 20K prospects.
Manage workflows
Create folders
We've created more than 500 Dropbox folders this year. We stopped counting before we got to Zoom.
We've created more than 500 Dropbox folders this year. We stopped counting before we got to Zoom.
Campaigns & Outreach
Sales Ops
Marketing Ops
Creating and Scheduling Email Blasts
Have your assistant reach out to clients old and new.
Have your assistant reach out to clients old and new.
Recruiting
Data Entry & Enrichment
People
Data Enrichment
Verify the names and addresses of candidates with whom you want to connect.
Verify the names and addresses of candidates with whom you want to connect.
Policy Management
Data & Admin
Insurance Ops
Data Management
Transfer information across sytems, sources, and document types.
Post-Sale Paperwork
Files Management
Sales Ops
Distribute Reports
Make sure your progress is visible - share reports with key stakeholders on a regular basis.
Make sure your progress is visible - share reports with key stakeholders on a regular basis.
Campaigns & Outreach
Admin
Marketing Ops
Sales Ops
Draft Emails
Draft emails are prepared and labeled your inbox, ready to send.
Run outreach
Draft emails
Got a semi-automated email drafting process? Us, too. Our team fills in the gaps.
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
Email Address Scraping
Updated email addresses for everyone on your prospect list and in your book of business.
Updated email addresses for everyone on your prospect list and in your book of business.
Tag lists
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.
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
Filing an Expense
Have your assistant files expenses on your behalf.
Onboarding
Admin Tasks
People
Fill out HRIS
Transfer information from your ATS to your HRIS.
Build lists
Find art galleries
Fun fact: we've helped build relationships with more than 10,000 art galleries this year.
Fun fact: we've helped build relationships with more than 10,000 art galleries this year.
Build lists
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.
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
Find investments
Investors build lists of investment prospects, aggregating data from decks, Crunchbase, and the universe.
Investors build lists of investment prospects, aggregating data from decks, Crunchbase, and the universe.
Build lists
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.
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
Find phone numbers
Who you gonna call? Ghostbusters! Also, people with accurate contact information. Clearbit can't find everything.
Who you gonna call? Ghostbusters! Also, people with accurate contact information. Clearbit can't find everything.
Build lists
Find suppliers
We help clients find qualified suppliers for their marketplaces.
Logistics
Admin
Finding a Location for a Meeting
Your assistant can schedule meetings, as well as reserve spaces
Your assistant can schedule meetings, as well as reserve spaces
Pipeline Management
Files Management
Sales Ops
Marketing Ops
Generate Proposals
Use your step-by-step processes to generate and send quotes and proposals.
Use your step-by-step processes to generate and send quotes and proposals.
Post-Sale Paperwork
Files Management
Sales Ops
Generate Standard SLAs
Generate and send standard service level agreements.
Build lists
Generate leads
Run criteria-based vetting when automations break or when data is irregular.
Run criteria-based vetting when automations break or when data is irregular.
Manage workflows
Handle sales inquiries
We run the customer support inbox for a number of big markeplaces. Their teams now do...other stuff.
We run the customer support inbox for a number of big markeplaces. Their teams now do...other stuff.
Run outreach
Initiate connections
Send hundreds of connection requests.
Claims Processing
Data & Admin
Insurance Ops
Input Claims
Extract information and put it in claims system.
Data & Admin
Product
Real Estate Ops
Inventory Upkeep
Keep your online inventory up to date with your assistant's help.
Inbox Management
Admin
Labeling Emails in an Inbox
Your assistant can add helpful labels to the emails in your inbox. Get to inbox 0.
Your assistant can add helpful labels to the emails in your inbox. Get to inbox 0.
Recruiting
Lead Generation
People
Sales Ops
Marketing Ops
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.
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
Lead Qualification
Review lists of leads to make sure every name meets your ideal customer profile criteria.
Review lists of leads to make sure every name meets your ideal customer profile criteria.
Recruiting
Lead Generation
People
Sales Ops
Admin
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.
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
Log Equipment
Maintain company equipment inventory.
Manage workflows
Log activity
Our clients are heroes - we're support scribes. We've logged more than 3,000 status updates this year.
Our clients are heroes - we're support scribes. We've logged more than 3,000 status updates this year.
Development
Admin Tasks
People
Maintain HRIS
Run scheduled updates to all critical contact information, such as address updates and marital status updates.
Run scheduled updates to all critical contact information, such as address updates and marital status updates.
Manage workflows
Maintain catalogues
Keep inventory and catalogue operations running seamlessly. Did we mention that we've updated 20K SKUs this year?
Keep inventory and catalogue operations running seamlessly. Did we mention that we've updated 20K SKUs this year?
Files Management
Sales Ops
Admin
Maintaining Records in a Spreadsheet
Have your assistant aggregate records in an easy-to-read spreadsheet.
Have your assistant aggregate records in an easy-to-read spreadsheet.
Run outreach
Make phone calls
Complete calls. Like 6,000 calls.
Pipeline Management
Admin Tasks
Sales Ops
Manage Invoices
Send invoices and invoices reminders.
Pipeline Management
Admin Tasks
Sales Ops
Manage Licensing
Maintain up to date licensing information.
Campaigns & Outreach
Marketing Ops
Manage Postings
Manage multi-channel posting for a variety of efforts
Policy Management
Data Formatting
Insurance Ops
Manage State Filings
File documents with third-parties (like the state).
Data & Admin
Product
Manage Your Stack
Monitor usage of all subscription-based tools.
Run outreach
Manage campaigns
Run four-step sequences that need the tiniest bits of judgment.
Tranform data
Manage inventory #SKU
Fun fact: we've verified more than 200K SKUs in the past two quarters.
Fun fact: we've verified more than 200K SKUs in the past two quarters.
Campaigns & Outreach
Marketing Ops
Managing Marketing Subscriptions
Have your assistant create and manage new lists of subscribers.
Have your assistant create and manage new lists of subscribers.
Campaigns & Outreach
Sales Ops
Marketing Ops
Admin
Managing Your List of Subscribers
Have your assistant manage your subscription lists.
Recruiting
Campaigns & Outreach
People
Managing a Hiring Funnel
Consolidate your hiring process by having your assistant manage the hiring funnel.
Consolidate your hiring process by having your assistant manage the hiring funnel.
Recruiting
Campaigns & Outreach
People
Mass Outreach
Systematically reach out to every prospect, candidate, or referral partner on your list.
Systematically reach out to every prospect, candidate, or referral partner on your list.
Data & Admin
Marketing Ops
Moderate Content
Review user-generated content, ensuring it meets standards.
Post-Sale Paperwork
Data & Admin
Sales Ops
Monitor Accounts
Monitor account usage and build reports that let you take action to keep client acocunts healthy.
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
Monitor Social Media
Receive scheduled reports of social media activity relevant to your company.
Receive scheduled reports of social media activity relevant to your company.
Manage workflows
Mortgage change requests
Execute mortgage change requests easily. We've helped with 6,000 this year.
Execute mortgage change requests easily. We've helped with 6,000 this year.
Contact Management
Admin
Network Management
Send structured updates to your network. Send birthday greetings or gifts
Send structured updates to your network. Send birthday greetings or gifts
Logistics
Insurance Ops
Onboard Clients
Onboard new clients and update their information.
Manage workflows
Onboard suppliers
Get new marketplace suppliers onboarded and organized.
Onboarding
Admin Tasks
People
Onboarding a Team Member
Have your assistant set up a new hire's accounts and tools.
Onboarding
Purchasing
People
Order Equipment
Order the equipment for your new hire - from computers to office supplies to business cards.
Order the equipment for your new hire - from computers to office supplies to business cards.
Tranform data
Organize ATSs
Give Greenhouse, Lever, or any other system the attention it deserves.
Data Entry & Enrichment
Real Estate Ops
Organize Your Marketplace
Continuously update buyer and seller information.
Tag lists
Organize address books
It's all who you know. Unless they aren't in your address book. We keep records straight for leaders.
It's all who you know. Unless they aren't in your address book. We keep records straight for leaders.
Tag lists
Organize user feedback
Organize user feedback from disparate sources into meaningful data sets.
Organize user feedback from disparate sources into meaningful data sets.
Tranform data
Parse contracts
Fun fact: We've parsed more than 5,000 contracts this year.
Purchasing
Admin
Paying a Bill
Have your assistant complete payment on a bill or invoice.
Executive Support Ops
Logistics
Admin
Personal Errands
Order meals, groceries, or other lifestyle items.
Pipeline Management
Campaigns & Outreach
Sales Ops
Pipeline Clean-Up
Clean up pipeline lists.
Pipeline Management
Campaigns & Outreach
Sales Ops
Sales Ops
Marketing Ops
Plan Follow-Ups
Send templated follow-up emails from your inbox
Post-Sale Paperwork
Admin Tasks
Sales Ops
Sales Ops
Post Close Paperwork
Once the sale is done, so is some of the fun! We'll prepare all the closing paperwork for you.
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
Prepare Underwriters
Prepare documentation for underwriters to make decisions.
Gather intelligence
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.
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
Process Renewals
Process policy renewals.
Post-Sale Paperwork
Data & Admin
Sales Ops
Sales Ops
Process Renewals & Administer Upgrades
When a client wants to renew or upgrade, execute the change fast!
When a client wants to renew or upgrade, execute the change fast!
Manage workflows
Process disputes
We've helped clients process hundreds of disputes this year, liaising directly with banks. Sometimes we work on a 3 hour SLA.
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
Prospect Identification
Build lists of sales prospects - save your SDR time.
Purchasing
Admin
Purchasing an Item Online
Your assistant can make personal or professional purchases on your behalf.
Your assistant can make personal or professional purchases on your behalf.
Lead Generation
Marketing Ops
Qualify Leads
Score marketing leads by your selected criteria.
Tag lists
Qualify candidates
We apply criteria-based judgments to large batches of candidates, like a junior sourcing specialist.
We apply criteria-based judgments to large batches of candidates, like a junior sourcing specialist.
Tag lists
Qualify leads
We make the qualitative judgment calls that confuse automation workflows. So sales teams talk with the best people.
We make the qualitative judgment calls that confuse automation workflows. So sales teams talk with the best people.
Data & Admin
Marketing Ops
Product
Report Customer Intelligence
Aggregate and share data about how customers are using your product.
Aggregate and share data about how customers are using your product.
Web Research
Real Estate Ops
Research Regulations
Researching state guidelines, property prices and deposits.
Web Research
Data
Research Vendors
Assess a new market or competitors quickly and efficiently using your assistant as a researcher.
Assess a new market or competitors quickly and efficiently using your assistant as a researcher.
Surprise us
Run experiments!
Clients run tests they wouldn't otherwise have had the bandwidth to try out. It's like the Sherlock Holmes of ROI.
Clients run tests they wouldn't otherwise have had the bandwidth to try out. It's like the Sherlock Holmes of ROI.
Manage workflows
Prospect Development
Scheduling
People
Sales Ops
Admin
Schedule Meetings
Get what matters prioritized on the calendar
Prospect Development
Data Entry & Enrichment
Sales Ops
Marketing Ops
Score, Sort, & Enrich Leads
Power through a mass of inbound leads. Score, sort, and enrich intelligence - no matter the source.
Power through a mass of inbound leads. Score, sort, and enrich intelligence - no matter the source.
Admin Tasks
People
Screening a List of Candidates
Screen a list of candidates to find the best fit for the position.
Screen a list of candidates to find the best fit for the position.
Development
Campaigns & Outreach
People
Send Benefits Reminders
Manage open-enrollment with reminders and updates.
Development
Admin Tasks
People
Send Engagement Surveys
Send and prepare engagement survey reports
Post-Sale Paperwork
Files Management
Sales Ops
Send Legal Agreements
Generate and send standard legal agreements.