Templates

Specialists that fit how your business runs.

Find help with the work your business runs on, from follow-ups and collections to hiring. Each one learns how you work and leaves the decisions to you.

SaaS companies
The weekly loops of a subscription software company, from the marketing numbers to the support queue to the pipeline, handed to specialists that draft and report while your team decides.
12 specialists
Ecommerce brands
The support, fulfillment, and marketing work behind an online store, drafted by specialists that stick to your policies and your approved facts.
12 specialists
Staffing agencies
Companies hiring for the roles you place, found every week, then shortlists, interview follow-ups, credentials, and billing kept moving for your desk.
12 specialists
Hotels
The desk work behind a hotel's sales, guest relations, finance, and people, drafted from your own policies while your team decides.
12 specialists
Consulting firms
Proposals, billing, utilization, and the follow-up after every client meeting, kept by specialists that show their sources and their arithmetic.
12 specialists
Creative agencies
Retainer hours, client approvals, freelancer capacity, new business, and the invoices that follow, kept by specialists that flag what needs you and draft the follow-ups.
12 specialists
General contractors
The desk work that keeps a job moving: RFIs and approvals, subcontractor certificates, bids, billing, and the commitments made in the weekly site meeting.
12 specialists
Fulfillment warehouses
Shipping exceptions, dock appointments, client billing, onboarding, and labor, checked on schedule with the follow-ups drafted for your team.
12 specialists
Commercial property managers
Tenant requests, lease dates, insurance certificates, arrears, and inspections, each tracked and checked on a schedule with the follow-up drafted.
12 specialists
Residential property managers
New doors from owners renting their place out themselves, then inquiries, listings, maintenance, and rent, each drafted for your team to send.
12 specialists
Law firms
Every new inquiry summarized with a reply ready for the attorney, then client updates, documents, deadlines, and billing prepared for your firm to review.
12 specialists
Accounting firms
Businesses outgrowing their books, found for you, then client documents, onboarding, month-end close, and the newsletter kept moving all year.
12 specialists
Wealth management firms
People nearby who just sold a business or came into money, found from public news, then referral partners, client reviews, and meeting prep handled for advisors.
12 specialists
Insurance agencies
New businesses nearby that need commercial coverage, found every week, then renewals, account rounding, licenses, and certificate requests prepared for your team.
12 specialists
Mortgage and title companies
Realtors worth a call based on what they just listed or closed, then referral partners, borrower updates, loan documents, and closing appointments kept on time.
12 specialists
PR agencies
Companies that just raised money, launched, or hired an executive, found each week, then media lists, pitches, coverage, and client reports drafted for your account team.
12 specialists

SaaS companies

Ecommerce brands

Staffing agencies

Hotels

Consulting firms

Creative agencies

General contractors

Fulfillment warehouses

Commercial property managers

Residential property managers

Law firms

Accounting firms

Wealth management firms

Insurance agencies

Mortgage and title companies

PR agencies

Your first specialist starts here.