Common jobs, ready to check
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Chasing unpaid invoices
“Every week I go through our accounting tool, find invoices that are overdue, and email eac…”
Check this one →SalesCopying leads into the CRM
“When a new lead fills in the form on our website, I copy their name, email and message fro…”
Check this one →OperationsOnboarding a new client
“Every time we sign a client I manually send a welcome email, create their folder, add them…”
Check this one →ReportingBuilding the weekly sales report
“Every Monday I download our sales export, paste the numbers into a spreadsheet, build a sh…”
Check this one →AdminSending appointment reminders
“The day before each appointment I text or email every customer a reminder by hand so they …”
Check this one →MarketingPosting to every social channel
“When we publish something, I manually re-post it to Instagram, LinkedIn, Facebook and our …”
Check this one →FinanceCollecting expense receipts
“At month end I chase the team for receipts, download them from emails, rename them, and en…”
Check this one →SalesFollowing up on quotes
“After I send a quote I set a reminder to follow up a few days later, then email the prospe…”
Check this one →ReportingSending weekly sales reports manually
“Each week I compile our sales figures and manually send the report round to the leadership…”
Check this one →SalesCopying leads from email into a spreadsheet
“Enquiries land in my inbox and I copy each name, email and message into a spreadsheet so w…”
Check this one →MarketingScheduling social media posts manually
“Every week I log into each social platform and manually schedule our posts one at a time f…”
Check this one →FinanceChasing late payments by email
“I keep an eye on which customers haven't paid and email them a chaser, then a firmer one i…”
Check this one →FinanceCreating and sending invoices manually
“For each job I build an invoice from a template, fill in the details, and email it to the …”
Check this one →OperationsCopy-pasting data between two systems
“I regularly copy the same information out of one tool and paste it into another because th…”
Check this one →AdminBooking appointments and sending confirmations
“When someone requests a slot I check the calendar, book them in, and send a confirmation e…”
Check this one →HRCollating team timesheets
“Each pay period I collect everyone's timesheets, add up the hours, and put the totals into…”
Check this one →OperationsSending weekly project status updates
“Every week I gather progress from our project tool and write a status update email to each…”
Check this one →SalesRe-entering form responses into a CRM
“Form submissions come through and I manually re-type the responses into our CRM so the rec…”
Check this one →ReportingPulling multiple sheets into a summary
“I pull numbers from several spreadsheets and combine them into one summary report, updatin…”
Check this one →OperationsSending onboarding emails to new clients
“Whenever a new client signs up I send them a series of onboarding emails manually over the…”
Check this one →OperationsUploading files and notifying the team
“I upload files to our shared drive and then message the relevant people by hand to let the…”
Check this one →FinanceGenerating end-of-month financial summaries
“At the end of each month I pull our numbers together and build a financial summary for the…”
Check this one →SupportAnswering the same customer questions
“I answer the same handful of customer questions over and over, typing out similar replies …”
Check this one →OperationsTracking stock levels in a spreadsheet
“I manually update a spreadsheet to keep track of our stock levels and flag when something …”
Check this one →SupportAssigning incoming support tickets
“When support requests come in I read each one and manually assign it to the right person o…”
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