Agents
The five jobs we start with
Support, sales ops, finance ops, recruiting ops and internal ops, and why we stay inside those five.
Fahad
5 min read
We start where the work is repetitive, high in volume and easy to measure. That gives every agent a clear job and a number to beat.
Support
Answer first-line tickets, process refunds and returns, and route the rest with a summary. We report the share resolved, response time and CSAT.
Sales ops
Research leads, write and send outbound, update the CRM and book meetings. We report leads worked, replies and meetings booked.
Finance ops
Send invoices, chase late payments, match payments and prepare monthly reports. We report days to collect and hours saved.
Recruiting ops
Screen applicants, schedule interviews and keep candidates updated. We report time to schedule and candidates screened.
Internal ops
Weekly reports, standup summaries and answers from your company docs, in Slack. We report hours saved and questions answered.
Anything outside these five we quote as a custom project. Staying narrow is how each agent gets better with every client.
Fahad
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