Core · Automation
AI automations
Lead routing, showing reminders, review requests, post-close nurture.
Service & industry
Start with your industry.
Pick yours. Your assistant covers all four core services, AI automations included.
Selected industry
Real estate
Deep bench · full stack
The whole operational layer: calling, listings, contracts in flight, and the marketing that ships whether or not you have time.
Pipeline
Lead generation & cold calling
Your sources dialed and qualified. Live transfers when they are ready.
Marketing
Social media & content
A month of posts and listing reels in your voice. You approve once.
Systems
CRM & MLS management
Listings accurate, stages current, duplicates gone weekly.
Contract to close
Transaction coordination
Dates tracked, documents chased, every party told what happens next.
Growth
Digital marketing
Listing campaigns and geo-farmed ads, reported in leads.
Selected industry
Insurance
Quotes, renewals, retention
Renewal season decides your year. Your assistant keeps the quote queue moving and the book from lapsing.
Core · Automation
AI automations
Renewal reminders, document requests, claim-status updates.
Pipeline
Quote intake & follow-up
Carriers quoted, every open quote chased until it closes or dies.
Retention
Renewal & lapse prevention
90/60/30-day outreach, plus a weekly at-risk list.
Systems
Policy & document admin
Certificates, endorsements, and COIs filed inside your AMS.
Selected industry
Construction & trades
Bids, permits, invoices
The day belongs to the job site. Your assistant takes the after-hours half.
Core · Automation
AI automations
Job-status updates, document-expiry alerts, payment reminders.
Pipeline
Bid & estimate coordination
Bid packages assembled, submitted before deadline, followed up.
Compliance
Permits & sub documents
Sub COIs and W-9s current, lien waivers chased at draw time.
Cash
Invoicing & change orders
Progress invoices on schedule, receivables chased weekly.
Selected industry
Financial services
Onboarding & reporting
Account paperwork and client reporting are handoffs, not judgment calls.
Core · Automation
AI automations
Review scheduling, RMD reminders, document requests, drafted for approval.
Onboarding
Account opening & transfers
Forms prepared, signatures chased, transfers tracked to funding.
Reporting
Client reporting & meeting prep
Quarterly packets and a one-page brief before every meeting.
Systems
CRM hygiene & compliance filing
Notes filed, tasks closed, documents where compliance can find them.
Selected industry
Legal
Intake & case admin
Intake left sitting is intake you lost. Your assistant answers it, qualifies it, and files it.
Core · Automation
AI automations
Intake routing, document assembly from your templates, client status updates.
Pipeline
Client intake & qualification
Calls answered, conflict checks run, consultations booked.
Case work
Case file & calendar admin
Documents indexed, deadlines calendared, records chased.
Cash
Billing & time capture
Time reconciled, prebills prepared, aging balances followed up.
Selected industry
Healthcare clinics
Schedule & claims
An empty chair costs more than the admin that filled it.
Core · Automation
AI automations
Appointment reminders, recall sequences, review requests, queue watched.
Schedule
Scheduling & recall outreach
Cancellations backfilled from a waitlist, no-shows called back.
Revenue
Verification & claims
Benefits verified, prior auths submitted, denials reworked weekly.
Patients
Intake & records admin
Forms chased before the visit, charts kept complete.
Selected industry
SaaS / tech
Pipeline & onboarding
Your reps should be in calls. Everything around the call belongs to your assistant.
Core · Automation
AI automations
Enrichment, lead routing, call-note summaries, churn-risk alerts.
Pipeline
Lead research & sequencing
ICP lists verified, sequences clean, replies triaged to the rep.
Retention
Trial & onboarding follow-up
Every trial contacted, stalled onboardings chased.
Reporting
CRM & revenue reporting
Weekly hygiene, forecast and board slides from live data.
Selected industry
Logistics & freight
Loads & documents
Margin lives in tracking calls and paperwork that has to be right the first time.
Core · Automation
AI automations
Status updates, document collection, exception alerts with a person watching.
Pipeline
Carrier sourcing & vetting
Authority and insurance verified, rate confirmations filed.
Operations
Load tracking & check calls
Exceptions escalated with a photo and a note.
Cash
Documents & invoicing
BOLs and PODs collected, invoices matched to the rate con.
Selected industry
Professional services
Proposals & delivery
Proposals, scheduling, and reporting all hand over cleanly.
Core · Automation
AI automations
Proposal assembly, meeting-note summaries, follow-up drafts for approval.
Pipeline
Proposals & SOWs
Drafted from your templates, then chased to signature.
Delivery
Project & scheduling admin
Kickoffs booked, timelines maintained, documents filed.
Cash
Invoicing & retainer reporting
Invoices on time, usage reported before the client asks.
Core service — every industry
AI automations, on every account.
Your assistant builds them as they learn the work. Here’s the line we draw.
Automated
- ✓Lead routing, enrichment, first-touch drafting
- ✓Reminders: appointments, renewals, documents, payments
- ✓Data entry between two systems that should talk
- ✓Call notes summarized into your CRM
- ✓Reports assembled from live data on a schedule
Stays with your VA
- ✓Any conversation with your client
- ✓Judgment on price and scope
- ✓Anything going out under your name
- ✓Exceptions: the late load, the denial, the angry email
Nothing leaves under your name unread.
Every assistant
The four core services.
01
Lead generation
Lists built, prospects contacted, every opportunity worked until it closes or you kill it.
02
Administrative work
Inbox, calendar, paperwork, CRM, invoicing. The day-to-day, owned end to end.
03
Marketing / content creation
Posts, emails, and campaigns written in your voice and shipped on schedule.
04
AI automations
Built once so the repeat work stops coming back. Core on every account.