Services & industries
Hover or tap yours for a quick look. Your assistant covers all four core services, AI automations included.
Deep bench · full stack
The whole operational layer: calling, listings, contracts in flight, and the marketing that ships whether or not you have time.
Quotes, renewals, retention
Renewal season decides your year. Your assistant keeps the quote queue moving and the book from lapsing.
Bids, permits, invoices
The day belongs to the job site. Your assistant takes the after-hours half.
Onboarding & reporting
Account paperwork and client reporting are handoffs, not judgment calls.
Intake & case admin
Intake left sitting is intake you lost. Your assistant answers it, qualifies it, and files it.
Schedule & claims
An empty chair costs more than the admin that filled it.
Pipeline & onboarding
Your reps should be in calls. Everything around the call belongs to your assistant.
Loads & documents
Margin lives in tracking calls and paperwork that has to be right the first time.
Proposals & delivery
Proposals, scheduling, and reporting all hand over cleanly.
Core service — every industry
Your assistant builds them as they learn the work. Here’s the line we draw.
Automated
Stays with your VA
Nothing leaves under your name unread.
Every assistant
01
Lists built, prospects contacted, every opportunity worked until it closes or you kill it.
02
Inbox, calendar, paperwork, CRM, invoicing. The day-to-day, owned end to end.
03
Posts, emails, and campaigns written in your voice and shipped on schedule.
04
Built once so the repeat work stops coming back. Core on every account.
Every industry
Fit
If the assistant is not right for your business, we swap them at no cost. You do not have to build a case for it.
Terms
No lock-in and no notice period. Stop whenever you want; nothing further is owed beyond work already done.
Cover
A second trained Clozik assistant covers absences, so your work does not stop because a person did.
Oversight
An end-of-day report, a weekly check-in, and a Clozik supervisor watching the account above your assistant.
Real estate
Deep bench · full stack
Leads followed up while you are at a showing. Files moving while you are at the closing table. One full-time assistant who owns the operational half of your business.
Insurance
Quotes, renewals, retention
Renewal season decides your year. Your assistant keeps the quote queue moving, the book from lapsing, and the service requests out of your producers’ day.
Construction & trades
Bids, permits, invoices
The day belongs to the job site. Your assistant takes the other half: bids, paperwork, invoices and the phone calls that happen after dark.
Financial services
Onboarding & reporting
Account paperwork and client reporting are handoffs, not judgment calls. Your assistant owns them, so client time goes to clients.
Legal
Intake & case admin
Intake left sitting is intake you lost. Your assistant answers it, qualifies it, books it, and keeps the case files and billing moving behind it.
Healthcare clinics
Schedule & claims
An empty chair costs more than the admin that would have filled it. Your assistant keeps the schedule full, the verifications done and the claims moving.
SaaS / tech
Pipeline & onboarding
Your reps should be in calls. Everything around the call, from the list to the follow-up to the forecast, belongs to your assistant.
Logistics & freight
Loads & documents
Margin lives in tracking calls and paperwork that has to be right the first time. Your assistant owns both, so your team can book freight.
Professional services
Proposals & delivery
Proposals, scheduling and reporting all hand over cleanly. Your assistant owns them, so the billable people stay billable.
Next step
One call, 20 minutes. You leave with a scope and a figure. Cancel anytime after that.
