These are the jobs a personal agent handles from the first week. Yours will be shaped to your role, whether you run the business, the finances, the sales or the office.
Inbox triageSorts, summarises and drafts replies in your voice
Diary keepingBooks, moves and protects your time; handles the back-and-forth
ChasingInvoices, quotes, documents and answers you're waiting on
Meeting prepA brief before every meeting, from your own records
Follow-upsSends the notes and actions after, and tracks them
PaperworkDrafts proposals, letters and forms from your templates
Expenses and receiptsFiles what you photograph, matches it to the accounts
The weekly briefWhat changed, what's owed, what needs deciding