The agent library

Qualifies new leads, books the first call and keeps the funnel honest

• Qualified 38 inbound leads from overnight
• Booked 6 first calls for the sales team
• Closed 11 stale deals as lost, with a reason each

Checks in with existing customers, prepares renewals and spots room to grow

• Sent renewal notes to 9 accounts due next month
• Flagged 2 customers whose usage dropped
• Prepared the brief for Thursday's quarterly review

Answers customers by mail and chat, and sees each ticket through to closed

• Answered 126 customer emails and chats
• Closed 41 tickets and escalated 3 to engineering
• Wrote a help article for this week's top question

Closes the month, reconciles the accounts and tells you where the cash stands

• Reconciled all 4 bank accounts for September
• Posted month-end accruals for review
• Updated the 13-week cash forecast

Runs orders, suppliers and stock from received to delivered

• Released 87 orders to the warehouse
• Moved a late shipment to a second carrier
• Flagged 5 items below their reorder point

Plans campaigns, writes the emails and reads what worked

• Sent the October newsletter to 12,400 contacts
• Tested 3 subject lines on a small sample first
• Summed up last week's campaign in five lines

Screens candidates, schedules interviews and gets new hires set up

• Screened 54 applications for the support role
• Scheduled 7 interviews across 4 calendars
• Sent the welcome pack to Monday's new hire

Keeps projects on the board moving and chases what is late

• Posted the weekly status for 12 active projects
• Chased 4 overdue tasks with their owners
• Moved a launch date and told the team why

Runs the calendar, prepares each meeting and follows up after it

• Rebooked 3 meetings around the CEO's new flight
• Prepared briefs for today's 5 meetings
• Sent actions from yesterday's board call

Drafts and reviews contracts, and tracks every renewal and obligation

• Redlined a supplier contract against our template
• Flagged 3 renewals with notice dates this month
• Filed 5 signed NDAs on the right companies

Builds the weekly numbers and answers questions about them

• Built the weekly numbers before the 9am meeting
• Answered 6 questions from sales about margin
• Found and removed 40 duplicate orders

Gets quotes, places purchase orders and follows deliveries until they arrive

• Asked 3 packaging suppliers for quotes
• Placed 14 purchase orders within budget
• Chased 2 deliveries that were due Friday

Schedules visits, routes technicians and confirms each job is done

• Scheduled 23 site visits for this week
• Rerouted 8 technicians around a road closure
• Confirmed 17 finished jobs with customer sign-off

Writes the articles and pages your customers search for

• Published a guide to a question customers ask
• Refreshed 5 pages that slipped in search
• Drafted next week's article from sales call notes

Sends invoices, reminds politely and records what is paid

• Sent 62 invoices for September work
• Sent polite reminders on 19 overdue invoices
• Matched 41 payments to their invoices

Records every transaction, matches the bank and keeps the bills paid on time

• Matched 214 bank lines to the ledger
• Categorized 96 card receipts from the team
• Lined up this week's supplier payments for approval

Answers every call, takes clear messages and puts callers through to the right person

• Answered 73 calls with none sent to voicemail
• Put 41 callers through to the right person
• Booked 9 appointments straight into the calendar

Sets up accounts and laptops, resets passwords and fixes what breaks

• Reset 7 passwords and unlocked 2 accounts
• Set up a laptop and logins for Monday's hire
• Removed access for an employee who left Friday