customer service
Answer customer questions.
the education and training template
the team.
What you need first comes first. Rename, add or remove anyone. All roles →
planning
Schedule appointments and tasks.
marketing
Plan and measure campaigns.
content
Write copy, blogs and newsletters.
team lead
Split up questions and bring the answers together.
orchestrator
bookkeeping
Invoices, reminders and the books.
onboarding
Help new customers get started.
social media
Schedule posts and keep up with replies.
sub-agent
who works with whom.
A group decides who may ask whom, and which documents they share. See the map →
learners
Questions, the schedule and getting started.
works with growth and back office
growth
Campaigns, content and social.
back office
Invoices and the books.
on the map, ready.
It all comes with the template. You fill in the blanks. Planned work waits for you in Review. About connectors →
connectors
- YouTube
- Microsoft Teams
- Stripe
- Notion
Placed, not connected. You connect them with your own account.
starter documents
- Course calendar
- Enrolment and cancellation
- Frequently asked questions
- Brand voice
- Content calendar
- Month-end checklist
Headings and blanks. Until you fill them in, agents don't guess.
course materials
An empty pack for your own files: PDF, Word, Excel or text.
other markets.
Not your market? Start on General and change anything. Match your market →