Real jobs. One crew per job.
Pick the part of your business that eats your week. Each crew does a set of concrete jobs, and every one has a point where a person makes the call.
Examples are illustrative and not tied to one industry.
Every enquiry answered, every quote followed up.
Your sales crew answers new enquiries in a minute, keeps the diary full and chases quotes that have gone quiet.
- Reply to new enquiries from email, web forms and chat in your tone.
- Book calls, visits and demonstrations in your calendar.
- Chase quotes and proposals on a schedule.
- Update the customer record after every conversation.
- S08:50New enquiry arrives by email and the website form.
- S08:51Checks your price list and diary in your own systems.
- S08:52Drafts a friendly reply and a follow-up for tomorrow.
- !Needs your OKSend the quote to Ms Patel, with the two options she asked about.ApproveNot now
Calls and messages handled, with a person one tap away.
Your customer service crew answers routine questions and hands anything sensitive to your team, with the whole story attached.
- Answer common questions on phone, email and chat.
- Write up every call and file it on the customer record.
- Turn voicemails into tasks with an owner.
- Send appointment confirmations and reminders.
- C09:02Answers a call about opening times and a delivery.
- C09:04Books the visit in your calendar and confirms by text.
- C09:05Writes up the call and files it on the customer record.
- !Needs your OKMr Evans is unhappy about a late delivery. Call him back today?ApproveNot now
The overnight list is done before you arrive.
Your operations crew works the repeatable jobs on a schedule and leaves a short summary each morning.
- Check orders against supplier confirmations.
- Chase late suppliers by email.
- Keep stock and job lists up to date.
- Post a one-page summary to the team chat at 7am.
- O02:00Checks yesterday’s orders against supplier confirmations.
- O03:30Chases two late suppliers by email.
- O07:00Posts a one-page summary to the team chat.
- !Needs your OKReorder the usual stock from the second supplier, as the first cannot deliver.ApproveNot now
Paperwork chased, matched and filed.
Your finance and admin crew matches payments, chases what is overdue and prepares month-end, without moving money on its own.
- Match payments to invoices in your accounts.
- List overdue invoices, oldest first.
- Draft polite reminders for each one.
- File documents and prepare month-end summaries.
- F07:30Matches yesterday’s payments in your accounts.
- F07:32Lists the invoices now overdue, oldest first.
- F07:35Drafts a polite reminder for each one.
- !Needs your OKSend 6 payment reminders. The first goes to the longest overdue.ApproveNot now
A steady stream of posts and a weekly read-out.
Your marketing crew drafts posts and newsletters in your voice and reports each Monday on what worked.
- Draft social posts and adverts in your voice.
- Write a short newsletter from your latest news.
- Keep listings and web pages fresh.
- Report each Monday on what worked.
- MMon 08:00Reviews last week across your channels.
- MMon 08:10Drafts three posts and a short newsletter.
- MMon 08:12Lines up photos from your shared folder.
- !Needs your OKPublish this week's three posts and the newsletter.ApproveNot now
New starters welcomed, vacancies filled faster.
Your HR crew handles the admin around hiring and joining, so your people spend their time on people.
- Screen applications against the role and make a shortlist.
- Book interviews and send the confirmations.
- Send new-starter forms and chase the missing ones.
- Answer common staff questions about holidays and policies.
- H08:30Screens the new applications against the role.
- H08:40Shortlists the strongest and checks diaries for interview slots.
- H08:45Drafts the interview invitations.
- !Needs your OKSend interview invitations to the four shortlisted candidates.ApproveNot now
Start with the jobs. Add your industry's words.
Editions give each crew its own vocabulary, example workers and toolkits. Crews for Motor Trade is the first.
Put a crew to work. Keep the final say.
See Crews running a real job for a business like yours, in 30 minutes. Or tell us the job and we will build the crew for you.