Skills

Approved for client work

Drafts appointment confirmations and reminders from the next day's bookings using the owner's approved templates, respecting each client's text and email consent and keeping health or child details out of the message. Use when a business with appointments (dental, physio, salon, vet, tutoring, driving school, home services) wants tomorrow's reminders prepared for approval. Drafts only; a person or the booking system sends, and a person makes every calendar change.

Scheduling · Front desk

Approved for client work

Drafts a reply to a new customer enquiry (email, web form, chat or direct message) using only the owner's approved fact sheet, sorts each enquiry by type, and hands anything the sheet does not answer to a person. Use when a business wants first replies to "do you offer", "how much", "when are you open", "can you come on" and similar questions drafted for approval from its own facts, not guessed.

Front desk · Support · Sales

Approved for client work

Drafts a short reply in the owner's voice for each new online review, rates each review routine, owner or urgent, and lists the urgent ones first. Use when an owner forwards review notifications or pastes a batch of reviews from Google, Yelp or another site and wants replies ready to edit and post. Drafts only; the owner posts every reply.

Reviews · Support

Approved for client work

Turns rough notes from a sales or customer call into a proposed CRM update - contact fields, deal, stage, next step with an owner and date, and a short note - quoting the notes for every field and flagging anything uncertain or sensitive. Use when someone pastes call notes, a voicemail transcript or a meeting summary and wants it logged in the CRM or a lead spreadsheet. Proposes only; a person enters or approves the update.

Sales · Nurturing · Quotes

Approved for client work

Turns call notes, a site visit or a customer request into a draft quote priced only from the owner's price list, using a script for the arithmetic in integer cents, and lists every item it could not price, with assumptions and questions for the owner. Use when a trade or service business asks for a first-draft quote, estimate or change order from notes and its own price book; the owner checks every line and sends it.

Quotes · Sales

Approved for client work

Drafts a small business's email newsletter or seasonal customer email from the owner's facts for the month, with an honest subject line, the sender's name, the postal address and an unsubscribe line, then runs a local pre-send check for those items and for numbers the facts do not support. Use when an owner wants a monthly newsletter, a new-arrivals or event email, a seasonal reminder to past customers who agreed to hear from them, or a check of an email before it goes to a list.

Campaigns · Content · Nurturing

Approved for client work

Drafts short social media posts for a small business only from facts the owner supplied that week (new stock, events, finished jobs, tips), in the owner's tone, and runs a local check that flags any number, price, offer or bold claim the facts do not support. Use when an owner drops weekly notes or photos and wants posts drafted, when a workflow turns news, specials, locations or portfolio work into posts, or before any post goes to the owner for approval.

Content · Campaigns

Approved for client work

Reconciles a month's bank statement export to the books, pairs each bank line with a ledger entry by amount and date, lists bank-only items (fees, interest, unknown charges) and outstanding items (uncleared cheques, deposits in transit), and proves the adjusted balances agree. Use when an owner or bookkeeper asks to reconcile a bank or card account at month end, or to find why the bank and the books do not agree.

Bookkeeping · Reporting

Approved for client work

Suggests an account from the business's own chart of accounts for each uncategorised bank or card transaction, using the owner's rules and how the same payee was categorised before, and turns everything else into plain questions for the owner. Use when a bookkeeper or owner asks to categorise a bank feed, clear the uncategorised or "ask my accountant" account, or prepare month-end questions. Suggestions only; a person posts every line.

Bookkeeping

Approved for client work

Works out which unpaid invoices are due a reminder today and at which of the owner's stages (friendly, firmer, final), then drafts each reminder from the owner's own wording for approval and puts invoices past the final stage on the owner's call list. Use when an owner or bookkeeper exports unpaid invoices and asks to chase late payers, send overdue reminders or run the weekly collections loop. Drafts only, through the gateway; the owner approves every send.

Collections

Approved for client work

Interviews the person who knows a task and turns their own words into a numbered standard operating procedure (SOP) with safety points, decision points and a done-when line, checks it for gaps, and sends it for that person's agreement and the owner's approval. Use when an owner says a task lives in one person's head, when the same staff question keeps coming back unanswered, or when setup sheets, how-to pages or handbook procedures need drafting from an interview, notes or a voice memo.

Training

Approved for client work

Replaces names, emails, phone numbers, street addresses, dates, card numbers, Social Security numbers, IP addresses and links in a text with markers before the text goes to a hosted AI model, a shared document or a knowledge base, and lists what it could not catch. Use when an agent is about to send customer emails, tickets, notes, reviews or transcripts to a model or a shared place, or when an owner asks to anonymise a file for testing.

Support · Front desk · Reviews · Training · Compliance