We don't fill positions. We run functions.

A lead needs follow-up.

1. Route new leads to an owner
2. Follow up after first contact
3. Also run on this desk: Keep the CRM current · Prepare proposals · Coordinate deals and report on them
4. Commercial promises and pricingstays yoursWe prepare: the deal history and the request

What comes back

A routed lead, an owner, a next action and an updated CRM.

Possible measures to agree

First response, CRM accuracy, follow-up completion, service-target adherence.

Compares with the role of

Sales Coordinator / CRM Administrator

A recurring report is scattered across files.

1. Keep documents and calendars in order
2. CRM and ERP data entry
3. Also run on this desk: Meetings and requests · Gather the recurring reports
4. Exceptions and access changesstays yoursWe prepare: the request, documented for your approval

What comes back

An organised record and a report ready for your review.

Possible measures to agree

Completed tasks, turnaround, error rate, average processing time.

Compares with the role of

Administrative Assistant / Office Coordinator

A customer is waiting for an answer.

1. Work the shared inbox, chat and tickets
2. Send standard answers
3. Also run on this desk: Escalate complex requests with the facts
4. Sensitive or unusual requestsstays yoursWe prepare: a documented escalation

What comes back

A prepared answer, or a documented escalation.

Possible measures to agree

First response, resolution time, customer satisfaction, service-target adherence.

Compares with the role of

Customer Support Representative

Invoices need matching.

1. Process incoming invoices
2. Reconcile documents
3. Also run on this desk: Send payment reminders · Prepare reporting for your finance team or accountant
4. Payment approvals and regulated accounting decisionsstays yoursWe prepare: matched documents and an exception list

What comes back

Matched documents and an exception list.

Possible measures to agree

Documents processed, accuracy, timeliness, reconciliation exceptions.

Compares with the role of

Finance / Accounts Assistant

Scope

Financial administration only. No statutory accounting, tax advice, regulated financial advice or payment authority.

A content plan needs a delivery rhythm.

1. Keep the content plan moving
2. Publish approved work
3. Also run on this desk: Run consent-based email and CRM campaigns · Report on delivery
4. Message, audience and spendstays yoursWe prepare: the plan and the last delivery report

What comes back

Approved work, delivered on schedule, and a report.

Possible measures to agree

Schedule adherence, approved materials, delivery errors, campaign deadlines.

Compares with the role of

Marketing Coordinator

Interviews and candidate messages need coordinating.

1. Source and coordinate candidates
2. Preliminary screening
3. Also run on this desk: Keep the ATS in order · Schedule interviews and write to candidates
4. Hiring and candidate-selection decisionsstays yoursWe prepare: orderly ATS records and interview notes

What comes back

Orderly ATS records and coordinated next steps.

Possible measures to agree

Applications processed, time to shortlist, record completeness, communication speed.

Compares with the role of

Recruiting Coordinator