Case study
A consulting firm
A lead assistant owns a small team of specialists and reports to the same top-level assistant, the one that looks across the owner's businesses for the single biggest bottleneck.
What runs every weekday
For this lean firm, prospecting, outreach, replies, intake, and the website run every weekday. The owner is not doing that busywork. The owner spends time on conversations and decisions.
What was built
The lead owns the firm's specialists. The email platform has one owner across all of the owner's businesses, and a shared sales desk drafts replies for the owner to send.
Top level
Top-level assistant
Finds the single biggest bottleneck across the businesses
Lead
Lead assistant
Owns this firm and reports up
- Prospecting
- Drip campaigns
- Intake chat
- Website
- Search audit
The specialists
- A prospecting assistant pulls new prospects that match the ideal client every weekday into a tracking sheet.
- A drip-campaign assistant runs the cold-email campaign.
- One assistant is the single owner of the email platform across all of the owner's businesses, so no two teams change the same campaigns.
- A shared sales-desk assistant sorts replies and drafts responses and follow-ups. It only drafts, and the owner sends.
- An intake-interviewer assistant is building a branded web chat that gathers a prospective client's context before the first conversation.
- A website assistant builds and maintains the firm's website, and ships changes only after the owner reviews them.
- An audit assistant checks how the firm shows up in traditional search and in AI search.
How it runs
The same rules apply. Never invent numbers. Anything that costs money needs the owner's explicit approval. Assistants draft and the owner sends. The human makes the final decision. The owner is interrupted when something is stalled, urgent, needs a decision, or is a real improvement.