01 Executive & administrative support Keep the daily details organized without spending your day managing them.
Tasks we handle + What you gain + A clearer schedule, organized information, and fewer administrative tasks competing for your attention.
Inbox triage, calendar management & meeting scheduling Fewer inbox interruptions 1–2 hrs/wk Document preparation, data entry & CRM updates Less scheduling back-and-forth 1–2 hrs/wk Meeting notes, action tracking & travel coordination Cleaner records with less manual entry 1–3 hrs/wk Travel research, itinerary preparation & reservation tracking Clearer follow-through after meetings 1–2 hrs/wk Contact list maintenance & routine correspondence Less time coordinating travel 30–90 min/wk File organization, records upkeep & SOP formatting Faster access to organized files and SOPs 30–90 min/wk Estimated time saved per week for each delegated task. Actual savings vary by workload and process. Tech stack + Discuss this service 02 Bookkeeping & financial administration Maintain consistent records and stay on top of routine financial work.
Tasks we handle + What you gain + Up-to-date books, visibility into outstanding payments, and organized records for your accountant.
Transaction categorization & account reconciliation Less time sorting and reconciling transactions 1–2 hrs/wk Invoice preparation, payment tracking & receivables follow-up Fewer overdue invoices and manual reminders 1–3 hrs/wk Expense organization & recurring financial reports Quicker expense review and reporting 1–2 hrs/wk Receipt collection, coding & digital filing Less receipt chasing and filing 30–90 min/wk Accounts payable schedules & vendor record maintenance Clearer vendor payment schedules 30–90 min/wk Month-end checklist coordination & accountant document preparation A smoother month-end handoff 1–2 hrs/wk Estimated time saved per week for each delegated task. Actual savings vary by workload and process. Tech stack + Discuss this service 03 Real estate & property support Keep property operations and client communication moving.
Tasks we handle + What you gain + More consistent responses, clearer property records, and fewer missed follow-ups.
Listing updates, inquiry handling & appointment coordination Faster inquiry responses and listing updates 2–4 hrs/wk Tenant or guest communication & maintenance request tracking Fewer missed messages and maintenance follow-ups 2–4 hrs/wk Document collection, vendor follow-up & transaction checklists Less time chasing documents and vendors 1–2 hrs/wk Lease files, listing records & renewal reminder updates Fewer missed renewals and record updates 1–2 hrs/wk Rent roll, reservation calendar & occupancy tracking Quicker visibility into occupancy and reservations 1–2 hrs/wk Inspection, turnover & maintenance schedule coordination Simpler inspection and turnover coordination 1–3 hrs/wk Estimated time saved per week for each delegated task. Actual savings vary by workload and process. Tech stack + Discuss this service 04 Project & podcast coordination Give deadlines, deliverables, and recurring production work a dependable owner.
Tasks we handle + What you gain + Clearer ownership and a steadier delivery schedule, with less time spent chasing updates.
Task board updates, deadline tracking & team follow-ups Fewer deadline chases and status checks 1–2 hrs/wk Guest scheduling, episode coordination & asset organization Smoother guest booking and preparation 1–2 hrs/wk Publishing checklists, show notes & production handoffs Less time assembling and handing off episodes 2–3 hrs/wk Meeting agendas, minutes & decision log maintenance Decisions and next steps are easier to find 1–2 hrs/wk Stakeholder updates & project status report preparation Quicker, clearer stakeholder updates 30–90 min/wk Transcription, timestamps & content repurposing coordination Faster reuse of recordings and content 2–4 hrs/wk Estimated time saved per week for each delegated task. Actual savings vary by workload and process. Tech stack + Discuss this service 05 Lead research & appointment setting Build a structured path from prospect research to the next conversation.
Tasks we handle + What you gain + An organized prospect pipeline and booked conversations that match your agreed qualification criteria.
Prospect research, list building & contact verification Less time building and checking prospect lists 2–4 hrs/wk Outreach and follow-up using your approved messaging Consistent follow-up without manual chasing 2–4 hrs/wk Qualification notes, CRM updates & appointment scheduling Fewer steps between qualification and booking 1–3 hrs/wk Target account research & contact record enrichment Better-prepared target account research 1–2 hrs/wk CRM duplicate checks & lead data cleanup Cleaner CRM records and fewer duplicates 30–90 min/wk Appointment reminders, rescheduling & lead status tracking Fewer missed appointments and stale leads 1–2 hrs/wk Estimated time saved per week for each delegated task. Actual savings vary by workload and process. Tech stack + Discuss this service 06 CRM & workflow automation Connect the steps between a new inquiry and a well-supported client.
Tasks we handle + What you gain + Less duplicate entry, clearer lead ownership, and repeatable follow-up across your connected tools.
CRM fields, pipeline stages & ownership rules Less manual data entry and record switching 2–5 hrs/wk Lead capture, follow-up, booking & onboarding workflows Faster lead response and onboarding handoffs 2–4 hrs/wk App integrations, workflow testing & handoff documentation Fewer integration errors and repeat checks 1–3 hrs/wk Form mapping, field validation & data cleanup Cleaner form submissions and contact records 1–2 hrs/wk Workflow exception testing & issue logging Less time finding and fixing workflow issues 1–2 hrs/wk Process guides, admin training & system handoff Easier system handoff and team onboarding 1–2 hrs/wk Estimated time saved per week for each delegated task. Actual savings vary by workload and process. Tech stack + Discuss this service 07 Websites & conversion funnels Help visitors understand your offer and take a clear next step.
Tasks we handle + What you gain + A clear customer journey from your offer to an inquiry or booking, with tracking to guide improvements.
Service pages, landing pages & inquiry forms Less time maintaining pages and inquiry forms 1–2 hrs/wk Mobile layouts, booking paths & follow-up connections Fewer lost leads during booking and follow-up 1–3 hrs/wk Offer structure, conversion copy & tracking setup Clearer offer and more useful conversion data 1–2 hrs/wk Website content uploads & approved routine updates Routine site updates handled without a long queue 1–2 hrs/wk Form testing, broken link checks & quality assurance Fewer broken forms and avoidable site fixes 1–2 hrs/wk Analytics tagging & monthly performance snapshots Faster access to useful performance snapshots 30–90 min/wk Estimated time saved per week for each delegated task. Actual savings vary by workload and process. Tech stack + Discuss this service 08 Email marketing & lead nurturing Stay in touch with leads and customers through relevant, timely communication.
Tasks we handle + What you gain + Consistent follow-up and more visibility into how your audience responds to your messages.
Contact segmentation & campaign scheduling Less time preparing lists and scheduling sends 1–2 hrs/wk Welcome, nurture & re-engagement sequences Follow-up continues without repeated manual sends 2–4 hrs/wk Email layout, approved copy & campaign reporting Quicker campaign assembly and reporting 1–2 hrs/wk List hygiene, bounce review & unsubscribe processing Cleaner lists and fewer deliverability issues 30–90 min/wk Template proofing, link testing & device rendering checks Fewer avoidable link and display corrections 30–90 min/wk Campaign metric summaries & content performance tracking Faster insight into what content is working 1–2 hrs/wk Estimated time saved per week for each delegated task. Actual savings vary by workload and process. Tech stack + Discuss this service 09 Social media management Build a consistent presence around your offer and audience.
Tasks we handle + What you gain + A more consistent brand presence and a manageable publishing process tied to your business goals.
Content planning, branded graphics & scheduling Less time planning, creating, and scheduling posts 2–4 hrs/wk Approved captions, community replies & inquiry routing Quicker replies and better inquiry routing 1–2 hrs/wk Content performance tracking & monthly recommendations Clearer view of content results 1–2 hrs/wk Profile information updates & asset library organization Less time searching for brand files and assets 30–90 min/wk Editorial calendar maintenance & approval coordination Fewer approval delays and missed publishing dates 1–2 hrs/wk Comment and message triage using your response guidelines Less need to monitor every channel all day 1–3 hrs/wk Estimated time saved per week for each delegated task. Actual savings vary by workload and process. Tech stack + Discuss this service 10 Paid campaign support Run campaigns with a clear offer, an intentional landing page, and measurable next steps.
Tasks we handle + What you gain + Clearer visibility into campaign performance and a structured process for improving lead acquisition.
Campaign setup, audience research & creative coordination Faster campaign preparation and asset coordination 1–3 hrs/wk Landing page alignment & conversion tracking Fewer gaps between ads and landing pages 1–2 hrs/wk Budget monitoring, performance reports & testing support Less manual budget and performance checking 1–2 hrs/wk Ad asset versioning & creative approval coordination Quicker approvals with organized ad versions 30–90 min/wk UTM setup, pixel checks & conversion event quality assurance Fewer tracking issues that need rework 1–2 hrs/wk Search term, audience & campaign performance summaries Faster identification of useful campaign changes 1–2 hrs/wk Estimated time saved per week for each delegated task. Actual savings vary by workload and process. Tech stack + Discuss this service 11 AI architecture & engineering Plan and build AI that fits the way your business already works.
Tasks we handle + What you gain + A working AI setup your team understands, built on your real data and the tools you already use.
AI use-case mapping & solution architecture Clear plan before money is spent on tools 1–2 hrs/wk AI agents connected to your CRM, inbox & tools Fewer repeat questions answered by hand 2–4 hrs/wk RAG knowledge bases built from your own documents Faster answers from your own documents 1–3 hrs/wk Model, data & cost choices with security checks Fewer surprises in cost and data safety 1–2 hrs/wk Testing, guardrails & human hand-off steps Less time checking AI mistakes 1–2 hrs/wk Documentation, team training & ongoing improvements Easier adoption by your team 1–2 hrs/wk Estimated time saved per week for each delegated task. Actual savings vary by workload and process. Tech stack + Discuss this service 12 Prompt engineering Get reliable, on-brand results from the AI tools you already use.
Tasks we handle + What you gain + Consistent AI output your team can reuse, instead of starting from a blank chat every time.
Prompt libraries for your daily tasks Less time rewriting AI drafts 1–3 hrs/wk Brand voice, tone & format instructions More consistent brand voice across content 1–2 hrs/wk Custom GPTs, Claude projects & assistant setup Faster setup for repeat tasks 1–2 hrs/wk Prompt testing against real examples Fewer weak or off-topic answers 1–2 hrs/wk Team prompt guides & quick-start training Quicker onboarding for new team members 1–2 hrs/wk Prompt reviews and updates as tools change Prompts that keep working as tools update 1 hr/wk Estimated time saved per week for each delegated task. Actual savings vary by workload and process. Tech stack + Discuss this service 13 Vibe coding & rapid app builds Turn an idea into a working internal tool or app, fast.
Tasks we handle + What you gain + A working tool in your hands sooner, built to fit your process rather than the other way around.
Internal tools, dashboards & client portals Less manual work in spreadsheets 2–4 hrs/wk Prototypes to test an idea before a full build Faster decisions from a working prototype 1–2 hrs/wk Forms, calculators & website features Fewer copy-paste steps for your team 1–3 hrs/wk Connections to your CRM, sheets & automations Data kept in sync with your tools 1–2 hrs/wk Testing, hosting setup & handoff Less time fixing a fragile setup 1–2 hrs/wk Updates and small fixes after launch Quick changes as your needs grow 1 hr/wk Estimated time saved per week for each delegated task. Actual savings vary by workload and process. Tech stack + Discuss this service 
Slack
Notion
ClickUp
QuickBooks
Xero
AppFolio
OwnerRez
Rentvine
Airbnb
Vrbo
Buildium
Guesty
Hospitable
PriceLabs
Trello
Monday.com
Airtable
Podbean
Riverside
Opus Clip
GoHighLevel
Make
Zapier
n8n
WordPress
ClickFunnels
Mailchimp
ActiveCampaign
Canva
Google Analytics
Facebook
LinkedIn
Instagram
TikTok
YouTube
Threads
CapCut
Facebook CAPI
Supabase
AI agents
Claude Code
Codex
AI workflows
Netlify
Kajabi