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Run the back office

Ops reporting autopilot

Pulls numbers from the tools you already use and drafts the recurring report for a person to check and send.

Starts at $3,000· Within 7 days

The 7 days start once I have access to your tools and sample data.

Book a 30-min call

How it works.

  1. 01

    The period ends and each client's numbers are pulled

  2. 02

    The system drafts the report: what changed, why, what to do next

  3. 03

    The account manager reviews and sends

Agency client reporting

Demo on sample data, being recorded. Ask for a live walkthrough on the call.

For an agency with ~20 clients, an estimated 20+ hours a month saved.

Good for.

  • Marketing agencies
  • Recruiting and staffing agencies

Connects to.

Looker Studio, Google Sheets, QuickBooks/Xero, HubSpot/Salesforce, and email or Slack.

What's included.

  • Your report template, built once
  • Plain-English summaries in your voice
  • An approval step before any report goes out

What stays human → A person reviews and sends every report.

Questions.

Starts at $3,000. Build timeline: Within 7 days. The 7 days start once I have access to your tools and sample data. I quote a fixed price after agreeing the scope. The starting price depends on the tools and workflow involved.

Your report template, the numbers you use, access to the source tools, and a person who will check each report before sending it.

The report stays a draft until a person checks the numbers and summary. Your reviewer corrects mistakes before sending, and the source or reporting rules can then be fixed.

Other systems in this group.

  • Documents-to-software autopilot

    Reads the documents that arrive by email or in shared folders and enters the fields in your software.

    Good for: Freight brokers and 3PLs, Accounting and bookkeeping firms

    Starts at $4,500

    Within 7 days

    See how it works

  • Inbox & intake triage

    Sorts incoming emails and form submissions, records the details and drafts the next reply for a person to approve.

    Good for: Insurance agencies, B2B distributors

    Starts at $3,500

    Within 7 days

    See how it works
All six systems →

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Talk about ops reporting autopilot.

Bring the workflow, the tools it touches and your team size. I'll tell you honestly whether this system fits.

Book a 30-min callSee all six systems