The roles

Scheduling Assistant

Calendar, bookings and reminders.

Example tasks

• Daily schedule and to-dos, tailored to your business
• Keeps Google Calendar up to date, with a colour per project
• Meeting reminders the day before and an hour before
• Morning briefing with what matters today
• Weekly overview every Monday
• Meeting notes from recordings, with action points

Email Assistant

Inbox sorting and reply drafts.

Example tasks

• Labels and sorts your inbox
• Flags important emails
• Reminders for emails that need a reply
• Drafts replies for you to confirm before anything is sent
• Follows up on threads that have gone quiet

Finance Assistant

Invoices, receipts and follow-ups.

Example tasks

• Prepares invoices from bookings, projects or hours – ready for your approval
• Overview of paid, unpaid and overdue invoices
• Drafts payment reminders
• Pricing help: competitor prices, season and margins
• Cash overview and upcoming bills
• Keeps track of VAT and other deadlines

Marketing Assistant

Posts, newsletters and campaigns.

Example tasks

• Lead research with a contact list
• Tailored outreach drafts and follow-ups for your approval
• Reply tracking
• Social media plans and captions from your own photos
• Upkeep of listings and website
• Monthly report

Customer Service Assistant

Customer questions and replies.

Example tasks

• Handles messages from booking sites, website chat, Messenger, Instagram and email
• Fast replies based on your own templates
• Escalates tricky cases to you
• Ideal for businesses with many customer messages

Operations Coordinator

Routines, suppliers and day-to-day tasks.

Example tasks

• Sends daily job lists to cleaners, workers and subcontractors
• Photo-based quality checks and checklists
• Supply and material orders drafted for your approval, with delivery tracking
• Clock-in/out hours, ready for payroll
• Issue and maintenance log, with reminders