Managed Business Support

Accurate, current data — entered, checked, and organized so you can trust it.

Your specialist does: enters, checks, and organizes data from the files and instructions you provide, and compiles basic research from public sources.

What this looks like in practice: records entered and validated against your source files, spreadsheets kept current and consistently formatted, and research compiled and delivered on the schedule you set.

• Enter data from spreadsheets, forms, PDFs, or other files you provide
• Standardize formatting across records
• Identify and flag duplicate entries
• Flag records with missing information
• Build and maintain spreadsheets and trackers
• Convert PDF or scanned data into spreadsheet format
• Research competitor pricing from public sources
• Research business contact details from public sources
• Compile market or industry information from public sources
• Organize files into the folder structure you specify
• Prepare a weekly progress report

Keeping your existing social presence consistent, without you touching the scheduler.

Your specialist does: schedules and publishes the posts you provide or approve, and monitors your profiles for messages that need your attention.

What this looks like in practice: your approved content scheduled and published on a set weekly calendar, with comments and messages checked and flagged daily.

• Upload and schedule posts you provide
• Format captions and images for each platform
• Confirm posts publish successfully
• Maintain a monthly posting calendar
• Monitor comments for questions or issues
• Monitor direct messages for questions or issues
• Flag comments or messages that need your response
• Track which posts have been published
• Organize approved content into a content library
• Prepare a weekly posting summary

Keeping the CRM you already use accurate, current, and easy to trust.

Your specialist does: works inside your existing CRM to keep leads, contacts, and deal records accurate, complete, and current, following the instructions and workflow you provide.

What this looks like in practice: new leads and contacts entered as they come in, records updated and cleaned as needed, and a weekly activity report so you always know what changed.

• Enter new leads and contacts
• Update customer names, emails, phone numbers, company info
• Add notes from calls, emails, and meetings
• Update lead, deal, and pipeline stages
• Assign follow-up tasks
• Record lead sources
• Add tags and categories
• Identify and flag duplicate records
• Update contacted, qualified, won, lost, and inactive statuses
• Upload documents you provide
• Check records for missing information
• Prepare a weekly CRM activity report

The recurring admin work that quietly piles up when you're running the business yourself.

Your specialist does: handles your inbox, calendar, files, and routine coordination using the tools and instructions you already have in place.

What this looks like in practice: your inbox triaged daily, meetings scheduled without back-and-forth, and documents and files kept organized and easy to find.

• Triage and sort incoming email
• Draft routine email responses for your approval
• Schedule and confirm meetings and appointments
• Maintain and update your calendar
• Organize files and folders in your existing systems
• Prepare simple documents from a template or outline you provide
• Fill in and format spreadsheets or forms
• Send appointment reminders and follow-ups
• Coordinate scheduling with vendors or customers on your behalf
• Prepare a weekly summary of tasks completed

First-line customer support that sounds like you, because it follows guidelines you set.

Your specialist does: answers routine customer emails and chats using the response templates and guidelines you approve, and logs every conversation.

What this looks like in practice: routine questions answered same-day from your approved playbook, every ticket logged, and anything outside the playbook flagged to you with full context the same day.

• Respond to routine customer emails using your approved templates
• Respond to routine chat messages using your approved templates
• Log every customer interaction
• Tag and categorize support tickets
• Track ticket status from open to resolved
• Send order or appointment confirmations using your provided format
• Answer FAQ-type questions from your approved answer list
• Flag messages that fall outside your approved responses
• Escalate flagged messages to you the same day, with context
• Prepare a weekly support activity report

A standing report so you always know what got done, without asking.

Your specialist does: compiles everything completed across your duties into one clear report, delivered on the same day every week.

What this looks like in practice: one report delivered every Friday, covering CRM activity, tasks completed, support handled, and content published, in plain language.

• Compile CRM updates completed that week
• Compile administrative tasks completed that week
• Compile support tickets handled that week
• Compile social posts published that week
• Note any items flagged for your review
• Note any items awaiting your input
• Format the report for quick reading
• Deliver the report on the same day each week

Optional added capacity for businesses that also need help keeping the books organized.

Your specialist does: enters and organizes financial records so they're ready for your accountant or bookkeeper of record to review.

What this looks like in practice: transactions categorized against the chart of accounts you provide, invoices entered and tracked, and a reconciliation summary prepared on your schedule.

• Categorize transactions using your provided chart of accounts
• Enter invoices into your accounting system
• Track invoice payment status
• Match payments to invoices
• Assist with bank and account reconciliation
• Maintain expense records
• Organize receipts and supporting documents
• Prepare a reconciliation summary for your accountant or bookkeeper
• Flag discrepancies for review
• Prepare a weekly finance activity report