Seven areas of recurring work, one specialist handling them.
Business operations support across data entry and research, CRM upkeep, admin, customer response, social scheduling, and weekly reporting — with financial prep available as an add-on. Not a fixed checklist everyone gets the same version of.
The recurring entry and lookup work that keeps your records and files current, without it landing on your own to-do list.
What the specialist does
Keeping a consistent posting cadence across your profiles using content you provide or approve, so your presence doesn't go quiet between other priorities.
What the specialist does
Steady upkeep so your CRM stays a system you can trust, not a list that quietly falls out of date.
What the specialist does
The general operational support that most businesses need on an ongoing basis but rarely have someone dedicated to.
What the specialist does
Routine customer messages answered promptly using responses you've already approved — this is response coverage, not an independent customer-service judgment call or a full help desk.
What the specialist does
A simple, consistent summary of what got done, so the work stays visible instead of happening quietly out of sight.
What the specialist does
Financial prep work that gets your records organized and ready for review — this add-on does not provide accounting or bookkeeping services and is not a substitute for a licensed accountant.
What the specialist does
From first conversation to weekly work in motion.
Inquiry & scope
You tell us what's piling up; we confirm which of the seven duties apply and how much weekly coverage each needs.
Specialist assignment
We assign a specialist matched to your scope and get them onboarded into the systems they'll need.
Work begins
Recurring work starts against the scope and cadence you confirmed.
Weekly reporting & review
You get a consistent weekly summary, and we check in on scope and quality as your needs shift.
Three managed plans. Clear monthly scope.
Each plan sets the weekly coverage your specialist provides. Which of the seven duties are included, and how much time each gets, is confirmed with you before work begins.
Not sure which tier fits, or want the Finance & Bookkeeping Support add-on included? Tell us your scope in your inquiry and we'll confirm the right plan before anything is billed.
A few things worth knowing before you start.
We confirm which of the seven duties apply to your business and how much weekly coverage each needs, then assign a specialist matched to that scope, your tools, and your industry. See industry examples of recurring support.
Just clarity on the scope you want covered. From there, your specialist is set up in your CRM, inbox, or other systems as needed, with access limited to that confirmed scope of work — nothing broader.
Yes — coverage across the seven duties can be adjusted as your needs shift, rather than holding you to the original scope indefinitely.
Those are specialized, single-focus services: Marketing & Social Media runs your marketing execution, CRM & Business Organization keeps your CRM and sales process organized, and Data Entry & Document Processing handles focused data work. Managed Business Support is broader — one specialist covering recurring work across several of those areas at once, rather than one deep specialization.
Managed Business Support runs the recurring day-to-day. If you also want a written plan for what to build and in what order, the Business Blueprint lays out the strategy that ongoing support can then execute against.
Ready to get your day-to-day handled?
Tell us what's taking up your time and we'll follow up with clear scope and pricing before any work begins.