HYBRID AUTOMATION • MANAGED OPERATIONS MODEL

Managed Admin Operations & Virtual Back-Office Team

Why hire a $3,500/mo assistant when our Hybrid Operations Model automates 80% of routine workflows and our dedicated team manually dispatches the 20% edge cases? Document formatting, customer ticket triage, email queues, and CRM hygiene handled with guaranteed precision.

Book 15-Min Operations Audit → Inquire About Operations Retainers
⚙️ THE 80/20 HYBRID PIPELINE

How Our Hybrid Operations System Resolves Every Task

Standard tasks are processed instantly by automated code. Whenever unstructured documents, non-standard contracts, or customer exceptions occur, our dedicated operations team takes over seamlessly.

Inbound Operations Docs / Tickets / Data Queues 80% Automated by Code & AI CRM Webhooks • Instant SMS • Reports 20% Dedicated Operations Team Bespoke PDF Styling • Ticket Resolution 100% Execution Zero Stuck Jobs • 4h SLA
01 • EXECUTIVE PRESENTATION & PDFS

Document Creation & Formatting

Transform rough meeting notes, bullet points, and draft proposals into polished, branded executive presentations and client-ready PDFs.

  • Branded proposal decks & client contract formatting
  • Standard Operating Procedure (SOP) documentation
  • Corporate layout cleanup for Word, Google Docs & Slides
  • Consistent typography, color palette, and header hierarchy
02 • CUSTOMER TICKETING & RESOLUTION

Email Management & Complaint Triage

Free your founders and managers from daily inbox clutter. Our dedicated operations team triages incoming requests, drafts empathetic replies, and resolves billing issues.

  • Shared inbox triage (Support@, Info@, Sales@)
  • Customer complaint de-escalation according to playbook
  • Tagging, filtering, and priority escalation to executives
  • Strict adherence to customer response SLAs (< 4 hours)
03 • CRM & SPREADSHEET HYGIENE

Data Hygiene & Legacy Portal Entry

Maintain pristine client databases and handle data entry into antiquated government or vendor portals that lack open APIs.

  • Duplicate record merging & phone/email enrichment
  • Manual order entry into non-API vendor portals
  • Reconciliation between Stripe transactions and spreadsheets
  • Weekly data audits and hygiene scorecards
💼 PREDICTABLE FLAT MONTHLY RETAINER

Ready to Offload Your Admin Bottlenecks?

Save 20+ hours every week. Book an operations consultation to see how our hybrid operations team handles your exact workflows.

Book Operations Consultation →