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Six roles, configured around your work

Six helpers.
Built around your business.

Six specialized roles for research, implementation, monitoring, communication, planning, and operations. Each is configured with the access, rules, and human checkpoints your workflow needs.

The six assistants

The Researcher
Keeps you informed
Specialist role

Watches your market, your competitors, and your industry — then tells you only what's worth knowing, in the format you like. Never misses a meaningful development; never floods your inbox with noise.

  • Market & competitor watching
  • Industry news summaries
  • Research pulled together on request
Scope and approval rules agreed with your team
The Builder
Makes things work
Specialist role

Connects your tools and builds your automations — quietly, behind the scenes. Everything is tested on your real work before it ever touches your business, and documented in plain English.

  • Connecting the tools you already use
  • Building new automations
  • Testing before anything goes live
Scope and approval rules agreed with your team
The Guardian
Keeps things safe
Specialist role

Watches over your systems around the clock — security, backups, and the health of every automation. Only taps you on the shoulder when something truly needs a human decision.

  • 24/7 monitoring of your automations
  • Security checks and safe data handling
  • Quiet unless it matters
Scope and approval rules agreed with your team
The Ambassador
Talks to your clients
Specialist role

Answers questions, welcomes new clients, and follows up — in your tone of voice. Knows your edge cases, and knows exactly when a conversation needs to be handed to a real person.

  • Client replies & follow-ups
  • New-client welcome and setup
  • Hands off to humans at the right moment
Scope and approval rules agreed with your team
The Strategist
Plans the work
Specialist role

Keeps projects moving, schedules realistic, and handoffs smooth. Connects what you want to achieve with the day-to-day steps that get you there — so nothing sits in someone's inbox waiting.

  • Project and schedule management
  • Smoothing handoffs between people
  • Spotting process improvements
Scope and approval rules agreed with your team
The Executor
Gets it done
Specialist role

The doer. Processes orders, files paperwork, sends reports, updates records, confirms appointments — and closes the loops you didn't know were still open.

  • Order & invoice processing
  • Reports, filing, record-keeping
  • Follow-through on every open task
Scope and approval rules agreed with your team
Better together

One team, not six tools.

The six assistants share context and hand work to each other — the Ambassador welcomes a client, the Strategist schedules the kickoff, the Executor sets up the paperwork, and the Guardian keeps it all safe. You see one smooth result, not six separate apps.

Put them to work

Which of the six would
help your business most?

The free assessment tells you in 90 seconds — or we can talk it through on a call.

Try the free assessment Book a call