Start from a template.

Teams

• Office team

  Otto chases overdue invoices every Monday and Rita sorts the mailbox every weekday morning, drafting replies. Every email waits for your yes.

  Minions

  Otto (email), Rita (email, mail search)

  Works best with

  QuickBooks, your mailbox

  For

  Office teams, studios and service businesses

• Build our website

  The team designs and builds your website from what your Minion Mind already knows. Wes leads, Cora writes the copy from approved facts only, Iris makes the pictures and Miles handles search. You check every page on a phone and a computer; only the owner publishes.

  Minions

  Wes (web design), Cora (content), Iris (images), Miles (search)

• Marketing team

  Miles drafts the monthly newsletter and Cora drafts a blog post every Wednesday. You approve everything before it's sent or published.

  Minions

  Miles (email, WordPress drafts), Cora (WordPress drafts)

  Works best with

  WordPress

  For

  Office teams, studios and service businesses

Minions

• Estimate follow-up

  Ellie nudges estimates that got no reply after 3 and 7 days, then stops. Never changes a price; every email waits for your yes.

  Minion

  Ellie (email)

  For

  Service businesses

• Client intake

  Lena turns new enquiries into one-page intake summaries for your team, with deadlines on top and the names you need to check. Never gives advice on a matter.

  Minion

  Lena (email, calendar)

  For

  Office teams

• Session prep

  Sage writes you a short brief before each coaching session: where the client is, what they committed to, one question worth asking.

  Minion

  Sage (email)

  For

  Solo experts and coaches

• Project lead

  Juno keeps an eye on one project or client channel and checks in on a schedule: one short update only when something changed, and an @mention only for the person who must act. Read-only: it never sends, changes or spends anything on its own.

  Minion

  Juno (project lead)

• Client reports

  Remy drafts each client's monthly report in plain words: what you did, what moved, what's next. Only numbers you gave it; you read every one first.

  Minion

  Remy (email)

  For

  Agencies and studios

Routines

• Monday invoice chase

  Every Monday at 9, Otto drafts a friendly reminder for each invoice over 14 days late, naming the invoice number and amount. You approve each one before it goes.

  Minion

  Otto (email)

  Works best with

  QuickBooks

  For

  Office teams, studios and service businesses

• Monthly newsletter

  On the 1st, Miles drafts the month's newsletter (one story, one tip, one call to action) with an unsubscribe line. Nothing is sent until you approve it.

  Minion

  Miles (email, WordPress drafts)

  For

  Office teams, studios and service businesses

• Monday deadlines digest

  Every Monday at 8, Lena lists the week's deadlines she knows about, soonest first, for the team. Read-only: nothing is sent to clients.

  Minion

  Lena (email, calendar)

  For

  Office teams

• Friday client check-ins

  Every Friday at 10, Sage drafts a short check-in note for each active coaching client: one encouragement, one question. You approve each before it goes.

  Minion

  Sage (email)

  For

  Solo experts and coaches

Skills

• Review requests

  A skill for asking every customer for a review a few days after a finished job: the same ask for everyone, never only the happy ones, and never anything offered in return. Give it to the minion that follows up on jobs.

  For

  Solo experts, agencies, studios and service businesses

• Seasonal maintenance reminders

  A skill for reminding past customers when their yearly tune-up or service is due, quoting only offers that are in company knowledge.

  For

  Service businesses

Connections

• Connect QuickBooks

  Let your minions read overdue invoices and payments from QuickBooks, so the invoice chase works from your real books. Creating an invoice always asks first.

  Works with

  The Monday invoice chase and the Office team

• Connect Slack

  Each minion gets its own Slack app: @mention them, get approvals as buttons and the morning summary in a DM. Optional: everything also works in the app.

  Works with

  Every minion