The process
Hand it off once. It stays handled.
Five steps from “I never get to this” to “I don’t think about this.”
01
Bring one task
The repeat work you never get to — described in a sentence or two.
02
We scope it together
Your tools, your rules, and the short list of things that always need your OK.
03
It proves itself first
Built around your existing tools and tested on sample data — not your customers.
04
It goes live and gets it done
The job runs day and night. You get a short summary, not a to-do list.
05
It earns the next job
When the first task is winning, hand off the next one. Never before.
Your part of the job
The rare moment it comes to you
Invoice #1042 — 12 days past due · reminder ready
“Hi Dana — just a gentle nudge that invoice #1042 is past due. No rush if it’s already on its way. Want me to resend the payment link?”
Send itEdit firstSkip
It’s about money, so it waits for you. One tap and it’s gone — everything routine already ran on its own.
The split
What it runs. What stays yours.
It gets done
- Answers, sorts, and files the routine work
- Sends the everyday messages you’ve set rules for
- Chases follow-ups until they resolve
- Keeps records and calendars up to date
- Flags the few things that actually need you
You keep final say
- New or sensitive customer messages
- Pricing, payments, and commitments
- Changes to your calendar’s promises
- Access to new accounts or tools
- Anything public