Demo · Coaches and consultants

Watch one request turn into finished work.

About a minute. Say what you need, watch your team move and see what you get to approve.

Operly
HarperChief of staff

Avery Follow-up Drafting session follow-ups…✓ Follow-ups ready
Jules Inbox Sorting client email…✓ Client email sorted
Nora Content Outlining the newsletter…✓ Newsletter drafted

While they worked, I found new clients worth a look. Keep the ones you like and I'll draft introductions for you to review.

AM
Alicia MooreRecently changed careers and posts about feeling stuck.
Keep
BC
Ben CarterAsked for leadership book recommendations.
Maybe
NB
Nia BrooksNewly promoted and joined a leadership group.
Maybe
AveryFollow-up

Follow-ups ready. Here's the first one, ready for you to read.

ToHannah Moore

SubjectOur session, and your next step

Hi Hannah, thank you for a thoughtful session. We talked about setting boundaries with your team. Your next step is to try the script we wrote in one conversation this week and notice how it goes. I would love to hear about it next time.

ApproveEditReady for you.

One request. A whole team moving.

Drafts to review and new clients to look at, all waiting for you.

Start delegating

An illustration with made-up names and examples. Your team carries out the sends you ask for, so ask for drafts when you want to read first.

What you just saw

  1. You say what you need. For example: “Send my clients a recap of this week’s sessions, and find me new clients.”
  2. Your chief of staff hands it off. It picks a team member for each part: follow-up team member, inbox team member, content team member.
  3. Your team works in parallel. Each team member takes its part at the same time, while you do other things.
  4. You review what comes back. Replies come back as drafts for you to read, edit and approve. Your team carries out the sends you ask for, so ask for drafts when you want to read first.
  5. It finds new clients. Describe who you want to reach and set it as a routine. Your team drafts an introduction for each person for you to review.

The names and examples are made up. Your team members, your chief of staff and your approvals work the same way in your own workspace. See how Operly works for coaches and consultants or compare plans.

Other demos

Take one thing off your plate today.

Start with the work that keeps coming back. Tell your chief of staff, and see how it feels to have it done.

Start delegating