Sales &
revenue ops
Everything between "a lead shows up" and "a deal closes." The revenue-adjacent operational work that eats a founder's week.
Inbound lead qualification & routing
Web forms, calls, and emails enriched, qualified against your ICP, scored, and routed with a suggested response. High-leverage, bounded scope — usually the first function we stand up.
Essentials
Outbound prospecting operations
Target list building, enrichment, sequence drafting, cadence management, reply triage. We run it; you own the relationships. Deliverability and compliance handled as first-class concerns.
Growth
CRM hygiene & enrichment
Deduplication, enrichment, stale-record cleanup, field standardization, and pipeline accuracy audits. Unsexy work that makes every downstream report honest.
Growth
Sales follow-up & nurture
Post-meeting follow-ups, proposal nurturing, re-engagement of stalled deals, structured win/loss documentation. Quiet work that compounds revenue.
Growth
Proposal & quote generation
Structured intake, automated drafting against your templates, approval workflows, version control. Best for services businesses with semi-repeatable offerings.
Scale
Customer support
& success
Handling customer communication and relationships without burning out a two-person support team. Always human-in-the-loop on anything that ships.
Tier-1 support triage & drafting
Inbound tickets categorized, prioritized, and routed with draft responses for human review. Your support person handles 3× the volume — not replaced, amplified.
Growth
Knowledge base creation & upkeep
Turning tribal knowledge, Slack history, and support interactions into documentation that stays current. Excellent recurring work because the knowledge decays continuously.
Growth
Customer health monitoring & alerts
Usage, sentiment, and engagement signals combined into simple alerts for your account owner. Requires a minimum bar of data — we'll tell you honestly if it's premature.
Scale
Onboarding sequence management
Structured customer onboarding with milestone tracking, automated check-ins, and at-risk flagging. Makes retention quieter and expansion more predictable.
Growth
Marketing &
content ops
The steady, unglamorous execution that most SMBs know they should do but never quite do consistently. We do it consistently.
Content production pipeline
Research, outlines, drafts, editing, publishing, and repurposing across formats. We compete on editorial judgment, not volume. Honest about when it's the right lever and when it isn't.
Scale
SEO operations
Keyword research, gap analysis, on-page optimization, internal linking, technical SEO monitoring. Steady progress instead of quarterly panic.
Growth
Email marketing operations
Newsletter production, segmentation, campaign drafting, A/B testing, performance analysis, list hygiene. Clear metrics, steady cadence.
Growth
Social media management
Calendar, post drafting, community management, reporting. We include it when it's part of a real content strategy — not as a standalone commodity line.
Scale
Paid ads management
Campaign setup, creative iteration, audience testing, budget optimization. Delivered with specialist paid-media partners. We won't run this if we're not the right operator for your spend.
Partner
Operations &
internal workflow
The connective tissue of the business — meetings, documents, processes, and internal knowledge. Where managed services quietly save the most hours.
Meeting operations
Recording, transcription, summaries, action-item extraction, CRM updates, and follow-up drafts. Transcripts are commodity; what happens after is where we add value.
Essentials
SOP & process documentation
Documenting how work actually gets done, keeping it current, and onboarding new hires against it. Foundational work most SMBs need badly and almost never do well.
Essentials
Document & contract operations
Template management, intake forms, drafting, redlining, version control, execution tracking. Especially high-value in professional services and real estate.
Scale
Internal knowledge management
Making the company's institutional knowledge searchable and actually used. Related to the support-facing KB but internal-focused. Sticky when done well.
Growth
Reporting & dashboards
Data pulled from your various tools (accounting, CRM, ops systems) into weekly and monthly dashboards the owner actually reads. Essential for Growth and Scale tiers.
Scale
Finance &
back-office
We operate alongside your bookkeeper and CPA, not in place of them. Back-office work that makes their work cleaner and your view of the business sharper.
AP / AR operations
Invoice processing, bill-pay coordination, collections follow-up, reconciliation support. Done in partnership with your existing bookkeeper — never as a replacement.
Partner
Expense management
Receipt capture, categorization, policy enforcement, reporting. Bundled into broader finance ops rather than sold standalone.
Growth
Financial reporting & analysis
Monthly P&L commentary, variance analysis, KPI dashboards, cash-flow forecasting. Delivered by senior staff — this isn't a junior playbook.
Scale
Payroll & HR admin support
Onboarding paperwork, benefits administration, compliance tracking. Offered only in partnership with established payroll providers where it fits the broader engagement.
Partner
Recruiting &
people ops
Supporting the hiring and onboarding machinery — with care around the parts where bias and compliance risk are real.
Candidate sourcing & screening
Job description optimization, sourcing, initial screening, candidate communication. Always human-decision on advancement. We'll refuse the engagement if the process we'd have to run isn't ethical.
Partner
Interview operations
Scheduling, prep materials, structured interview guides, candidate debriefs, offer packet generation. Lower-risk, high-value for hiring-active SMBs.
Growth
Employee onboarding operations
Paperwork, systems provisioning coordination, 30/60/90 check-ins, documentation handoff. Sticky, moderate-margin, genuinely useful.
Growth