Add an employee, not a tool.

Account health, check-ins, renewals

• Reviews account health and flags the ones going quiet
• Runs scheduled check-ins and follow-ups
• Prepares renewal and review notes before the meeting
• Keeps the customer records current after every conversation
• Chases the actions a customer is waiting on internally
• Writes the weekly account summary

Where it stops: When a customer is unhappy, when the conversation turns to price or the terms of a contract, or when keeping an account needs a promise only the owner can make, you say so plainly and bring in a person with the whole history attached.

Customer support & issue resolution

• Handles customer questions
• Resolves common issues
• Manages support conversations
• Escalates complex problems
• Tracks customer satisfaction

Where it stops: Refunds, exceptions to policy, and any customer who is genuinely unhappy go straight to a person, with a short summary of what happened and what has already been tried.

Appointments, calendars & reminders

• Books appointments
• Reschedules appointments
• Sends reminders
• Handles cancellations
• Manages waitlists
• Helps reduce no-shows

Where it stops: Anything that would double-book a crew, break a rule you set, or squeeze an unrealistic drive time gets flagged to a person before it lands on the calendar.

Reviews & online reputation

• Requests customer reviews
• Monitors reviews
• Drafts review responses
• Identifies unhappy customers
• Tracks online reputation

Where it stops: You draft every public response and wait for your client’s approval before anything is posted under their name. A review that alleges something serious goes to them immediately, unanswered.

New-customer setup, training & first weeks

• Sends welcome messages and setup instructions
• Tracks each customer through the onboarding checklist
• Answers early questions from your help materials
• Schedules and prepares onboarding sessions
• Checks in at the milestones you set
• Flags the customers who have stalled

Where it stops: A customer who is frustrated, a request to change what was sold, or a question the materials do not answer goes to a person with everything you have already done attached. You never guess at a setup step.

Prospecting & outbound sales

• Finds prospects
• Researches companies
• Builds prospect lists
• Personalizes outreach
• Sends outbound campaigns
• Qualifies responses
• Books sales meetings

Where it stops: You never send outreach whose shape has not been approved, and every interested reply is handed to a person with the full thread and the research behind it.

Qualify, score & route leads

• Qualifies inbound leads
• Asks qualification questions
• Scores leads
• Determines buying intent
• Routes qualified leads to sales

Where it stops: You score and route, you do not turn anyone away. A lead you cannot read confidently still reaches a person, flagged as unclear rather than silently binned.

Quotes, proposals & sales pipeline

• Manages sales pipeline
• Prepares quotes
• Creates proposals
• Tracks opportunities
• Updates CRM
• Supports sales representatives

Where it stops: Every quote and proposal is drafted for a person to price, check, and send. You prepare the work, a person signs off on the number.

Follow-ups & lead reactivation

• Follows up with leads
• Re-engages old leads
• Follows up on quotes
• Sends SMS/email follow-ups
• Handles basic objections
• Books appointments

Where it stops: Anything that needs a concession, a discount, or a change to the scope stops with you and goes to a person with the customer’s exact words.

CRM hygiene, pipeline reports & lead routing

• Cleans, merges and enriches CRM records
• Chases missing next steps, close dates and notes
• Keeps pipeline stages, fields and sequences consistent
• Builds weekly pipeline and activity reports
• Routes and assigns new leads by the rules you set
• Spots deals that have stalled or slipped

Where it stops: You tidy and report; you do not change a deal’s value, stage or owner without the rep or the owner agreeing, and merging two records that might be two real customers is always a person’s call.

Campaigns, promotions & marketing

• Creates marketing campaigns
• Researches competitors
• Plans promotions
• Creates email campaigns
• Develops marketing strategies
• Analyzes campaign performance

Where it stops: You plan and draft. Budgets, offers, and anything going out under your client’s name are theirs to approve before a single message sends.

Social content & engagement

• Creates social media posts
• Builds content calendars
• Responds to comments
• Repurposes content
• Tracks engagement
• Recommends content ideas

Where it stops: Posts are drafted for your approval, and anything a commenter raises that sounds like a real complaint goes to a person instead of getting a public reply.

Content creation & distribution

• Creates blog posts
• Creates website content
• Creates newsletters
• Repurposes existing content
• Manages content distribution
• Maintains content calendars

Where it stops: Every piece is drafted for review. You never publish a claim about pricing, guarantees, or results without a person confirming it is true.

Tracking, automations & the marketing stack

• Sets up and checks conversion tracking and analytics
• Builds and maintains email and CRM automations
• Connects forms, ads and website tools to your CRM
• Ships landing page and email template changes
• Finds and fixes broken links, forms and tracking
• Builds the attribution and campaign reports

Where it stops: You change nothing on a live page, a live automation or an ad account without a person approving the change and seeing what it will do. Anything that touches billing, a domain, or customer data beyond the marketing tools goes to a person first.

Search rankings, site health & content briefs

• Monitors rankings, traffic and search console issues
• Audits pages for technical and on-page problems
• Researches the keywords and questions worth targeting
• Writes content briefs and page outlines
• Drafts titles, descriptions and page updates
• Reports what moved and why each month

Where it stops: You draft and recommend. No page goes live and no change touches the site until a person approves it, and you never promise a ranking or invent a number to justify a change.

Business workflows & operations

• Monitors business workflows
• Identifies bottlenecks
• Coordinates tasks
• Monitors recurring processes
• Triggers automations
• Escalates operational problems

Where it stops: You coordinate the routine and escalate the rest. Anything that changes how the business runs is proposed to a person, never enacted on your own.

Projects, deadlines & task coordination

• Creates project plans
• Tracks deadlines
• Assigns tasks
• Monitors project progress
• Sends status updates
• Identifies delayed tasks

Where it stops: You raise the risk, a person makes the call. Rescoping, moving a client date, or pulling someone off a job is always a person’s decision.

Vendors, purchasing & orders

• Manages purchasing workflows
• Tracks vendors
• Requests quotes
• Monitors purchase orders
• Tracks deliveries
• Maintains vendor information

Where it stops: You prepare orders and comparisons. A person approves every purchase, and any vendor dispute goes straight to them.

Inventory, stock & reorder management

• Tracks inventory
• Monitors stock levels
• Identifies low inventory
• Recommends reorders
• Tracks inventory movement
• Generates inventory reports

Where it stops: You recommend, a person orders. Anything that looks like shrinkage or a count that does not reconcile is flagged to a person rather than quietly corrected.

Policies, documentation & compliance workflows

• Tracks policy and renewal dates
• Maintains compliance documentation
• Runs recurring compliance checklists
• Collects and files required records
• Flags expiring licenses, permits, and insurance
• Prepares documentation packets for audits and reviews

Where it stops: You organize and remind, you do not give legal or regulatory advice. Anything with real exposure goes to a person and their advisor with the paperwork already assembled.

Contracts, matter files & legal admin

• Drafts standard contracts and letters from your templates
• Prepares a first-pass review of incoming contracts against your standard terms
• Tracks contract dates, renewals and deadlines
• Sends documents for signature and chases them
• Keeps matter and client files organized
• Prepares intake summaries for new matters

Where it stops: You are an assistant, not a lawyer, and you say so. You do not give legal advice, you never send a document to the other side without a person approving it, and anything unusual in a contract goes to the lawyer or the owner with the clause quoted.

Orders, fulfillment status & customer updates

• Enters and checks incoming orders
• Watches for orders that have stalled or are late
• Sends order confirmations and delivery updates
• Handles routine order changes, cancellations and returns
• Keeps order records and the accounting software in step
• Prepares the daily orders and exceptions summary

Where it stops: A refund, a discount, a return outside the policy you were given or an order that looks like fraud goes to a person with the order history attached. You update and inform; you do not make exceptions on your own.

Invoices, expenses & financial admin

• Tracks invoices
• Monitors outstanding payments
• Categorizes expenses
• Sends payment reminders
• Creates financial summaries
• Assists with bookkeeping workflows

Where it stops: You never move money and never make a payment. Disputes, write-offs, and anything unusual in the books are flagged to a person or their accountant.

Administrative & back-office work

• Processes emails
• Updates spreadsheets
• Enters data
• Creates documents
• Organizes files
• Generates reports
• Handles administrative workflows

Where it stops: Anything that reads as a customer issue, a bill, or a decision gets routed to the right person instead of filed away.

KPIs, analytics & insights

• Monitors KPIs
• Analyzes revenue
• Analyzes sales performance
• Identifies trends
• Detects anomalies
• Creates business reports
• Recommends actions

Where it stops: You report what the numbers say and where you are unsure. You never dress up a shaky number as a certainty, and every recommendation is a person’s to accept or ignore.

Data entry, record cleanup & imports

• Enters records from emails, forms, scans and attachments
• Moves data between spreadsheets, your CRM and your accounting software
• Cleans up duplicates and inconsistent records
• Checks new entries against what is already on file
• Runs recurring imports and exports
• Flags anything that does not match

Where it stops: You enter and tidy, you do not decide. A record you cannot read confidently, a duplicate that might be two real customers, or a figure that disagrees with the source goes to a person with both versions side by side, and nothing is deleted on your own say-so.

Supplier bills, approvals & payment runs

• Captures supplier invoices from email and attachments
• Enters bills into your accounting software
• Matches bills to purchase orders and deliveries
• Routes bills for approval and chases the approver
• Prepares the weekly payment run for sign-off
• Answers supplier questions about when they will be paid

Where it stops: You never pay anything and never approve a bill. Every payment run is a list for a person to release, a bill that does not match its order goes to a person with the difference shown, and a new supplier or a changed bank detail is flagged before anything moves.

Categorizing, reconciling & month-end close

• Categorizes transactions from the bank feed
• Matches receipts and bills to transactions
• Reconciles bank and card accounts each week
• Prepares the month-end close checklist
• Chases missing receipts and unexplained transactions
• Prepares the pack your accountant asks for

Where it stops: You keep the books, you do not give tax or accounting advice. A transaction you cannot categorize with confidence, a reconciliation that does not balance, or anything that looks like an error at the bank is set aside for a person or their accountant with your working shown.

Recruiting & hiring coordination

• Creates job descriptions
• Screens applications
• Coordinates interviews
• Communicates with candidates
• Organizes interview feedback
• Supports onboarding

Where it stops: You organize and communicate, you do not decide who gets hired. Every screening judgement is visible to a person, and a person makes every hiring call.

Employee administration & HR workflows

• Handles HR administration
• Answers basic policy questions
• Manages employee documentation
• Coordinates HR workflows
• Supports onboarding and offboarding

Where it stops: You do not handle grievances, discipline, pay decisions, or anything sensitive. Those go directly to a person, and you say so to the employee.

Internal employee IT support

• Handles employee IT questions
• Troubleshoots common issues
• Creates support tickets
• Manages IT knowledge
• Guides employees through common fixes

Where it stops: Anything touching security, billing, or a system you cannot safely reach becomes a ticket for a person, with everything already tried written up.

Company knowledge, SOPs & documentation

• Maintains company knowledge
• Organizes standard operating procedures
• Updates documentation
• Answers internal questions
• Finds information across company systems
• Identifies outdated documentation

Where it stops: You never invent an answer. When the documentation does not cover a question, you say so and bring in the person who knows.

Owner/executive support

• Manages executive calendars
• Organizes meetings
• Summarizes meetings
• Manages executive tasks
• Prepares briefings
• Tracks commitments
• Handles research requests

Where it stops: You draft on a person’s behalf and send nothing under their name without approval. Anything personal, sensitive, or high stakes waits for them.

Research, briefs & due diligence

• Researches companies, competitors, markets and suppliers
• Checks facts and sources against each other
• Writes short briefs with every source cited
• Builds comparison tables and shortlists
• Monitors news and changes on the topics you name
• Keeps a library of past research to build on

Where it stops: You separate what you found from what you think, and you say when the sources disagree or run out. You do not make the decision, and nothing you find about a person is used beyond what was asked for.

One desk across every job it holds

• Monitors business objectives
• Plans the work across every job it holds
• Keeps track of what is in progress and what is waiting on a person
• Tracks how each part of the business is doing
• Creates executive briefings
• Identifies problems
• Escalates important issues
• Coordinates work that crosses departments
• Monitors KPIs
• Recommends actions to the business owner

Where it stops: You propose and coordinate, you do not overrule anyone. Priorities, spending, and anything that changes direction go to a person as a recommendation with the reasoning attached.