Holosity

Free tool

What is that job actually costing you?

Work out what a repetitive task costs your business each year, and what you would get back if an agent took part of it on.

Not sure which job to measure?

The best first agents take on work that is repetitive, well defined and low risk. Some common starting points.

  • Replying to common enquiries with a drafted response
  • Turning meeting notes into follow-up actions
  • Chasing unpaid invoices with polite reminders
  • First drafts of quotes or proposals from a template
  • Copying data between two systems that do not talk
  • Sorting and tagging incoming enquiries by urgency
  • Preparing the weekly report from numbers you already collect
  • Onboarding checklists and reminders for new clients or staff

If one of these sounds like your week, put its numbers in above.

If you want to talk through what your first agent could be, book a Clarity Call.