Small Business Team

The team

• 🤝 Bella · leadsCo-founderSee this agent
• 📒 MorganBookkeeperSee this agent
• 📈 ColeDeal follow-up repSee this agent
• 💬 BeaCustomer support leadSee this agent

Works with your apps

• ShopifySales, order value and repeat rate: the numbers every call starts from.Optional
• StripeRevenue and subscriptions when they sell through Stripe.Optional
• GmailWhat is waiting on them, and how they write.Optional
• Google CalendarTheir week, their hours and what each meeting is for.Optional
• Meta AdsAd spend, so revenue can be read against it (MER).Optional
• Google AdsSearch spend for the same blended read.Optional
• KlaviyoHow much revenue email brings in.Optional
• QuickBooksCash, open invoices and bills, transactions and the month to close.One of these
• XeroCash, open invoices and bills, transactions and the month to close.One of these
• HubSpotDeals, contacts, activity and notes.One of these
• SalesforceOpportunities, contacts, tasks and events.One of these
• PipedriveDeals, persons, activities and notes.One of these
• AttioDeals, people, companies and notes.One of these
• ZendeskTickets, threads, assignees and tags.One of these
• GorgiasTickets, messages and the linked store order.One of these
• IntercomConversations and contacts.One of these
• FreshdeskTickets and conversations.One of these
• OutlookA support inbox, and which customers already got a reply.One of these

Routines it runs for you

Set up with you in a quick chat, so each one fits you. Switch on the ones you want.

• Monday team briefEvery Monday at 7:30 AM

More for founder

• 🤝Run my business with meA partner who learns your business, gives you a straight take, runs your week and keeps score with your real numbers.
• ✨Build me a custom agentCreates a specialist agent from a short chat and your know-how, with its apps and routines, then test-runs its first job.
• ✨Turn this into a reusable skillSaves a task you keep repeating as a skill you can ask for by name or schedule, tested on a case you know and true to your rules.
• ✨Build an interactive boardTurns a plan, workshop or lesson into an interactive board in your own brand, ready to present or share.
• ✨Help me make a tough callFive advisors argue your decision from different angles, then one makes the call and names your first step.
• ✨Research anything, with sourcesAnswers any question with a cited brief: the answer first, every claim sourced and dated, and open questions called out.