CS
Cedar Street BakeryPosted that they need reliable help with weekly deliveries.
New prospectHi, I saw you are looking for dependable delivery help. We serve the neighborhood every week and would be glad to talk through what you need.
For local businesses
Keep customers happy and marketing moving, while you run the business.
You are the owner, the receptionist and the marketer. AI for local business owners works best as a team: Operly gives you team members that follow up with customers, sort the inbox and create this week’s marketing, so the small stuff stops piling up.
Your income depends on customers, reviews and showing up every week.
Also finds you new customers. See how →Try it: find your next customers
Find the customers who have not found you yet.
Describe your ideal customer once and set it as a routine. Your team members research on a schedule and bring you prospects with a drafted introduction for each. You choose who to contact, and each introduction is drafted for you to read. This is an example with made-up people.
Chief of staffYour teamSearching on your schedule…
On it! I found 3 prospects worth a look, each with a drafted introduction. Keep the ones you like.
TO
The Okafor FamilyRecently moved in and asked for local recommendations.
New prospectHi, welcome to the neighborhood. We are a local business that helps new neighbors get settled. I would be happy to share how we can help, no obligation.
LY
Lakeside YogaHosting a community event next month.
New prospectHi, I saw your upcoming community event. We would love to support it and would be glad to chat about working together.
Drafts stay with you until you send them.
Try it: review replies
Every review gets a thoughtful reply.
Say the request once. Your team members draft a reply to each of this week’s reviews, kind to the happy and calm with the unhappy. Pick a review to see the draft, then approve it or change it yourself. This is an example with made-up customers.
Chief of staffYour teamReply to this week’s customer reviews.
On it! The drafts are ready for you to read. Pick one to open it.
New reviews
Thank you so much, Carla. It means a lot to the whole team to hear this. We look forward to seeing you again soon.
Drafts stay with you until you send them.
Sound familiar?
You are the owner, the front desk and the marketing team
Customer messages pile up after hours
Marketing happens when there is time, which is never
What you can hand off
Say it the way you would say it to a person.
These are the kinds of requests local businesses give their chief of staff. Your team members do the work and you review the result.
“Every week, look for people and businesses near me who could become customers and draft a short intro for each.”
What happens
Ready for your review Describe who you want to reach and set it as a routine. It researches on a schedule and drafts outreach for you to review. You choose who to contact, and each introduction is drafted for you to read.
“Follow up with everyone we served this week and ask how it went.”
What happens
Ready for your review A follow-up team member drafts a friendly note for each customer. You review and send.
“Sort quote requests and supplier emails so I can see what needs a reply.”
What happens
Ready for your review Inbox rules star what matters and move routine mail out of the way, and requests can become tasks with deadlines.
“Write this week’s post, a promo email and an image for our special.”
What happens
Ready for your review Studio creates the post, the email and the image, and keeps them in your library.
“Every Friday, remind me to order supplies and review next week’s schedule.”
What happens
Ready for your review A routine runs on schedule and reaches you where you already are.
“What do I need to handle today?”
What happens
Ready for your review The Morning Briefing pulls together tasks, overdue work and the calendar, and suggests your top three priorities.
One request, start to finish
One request. The whole team moving.
An illustration of how one request can play out, not a customer story.
- You ask
“Reply to this week’s reviews, sort the inbox and find new customers near me.”
- The team gets moving
A reviews team member drafts replies, an inbox team member turns requests into tasks with dates and a routine looks for people nearby who could become customers.
- You review
The replies, the tasks and the new prospects are ready. You edit and send.
A customer story
Freed my mental load.
I run a saddlery business in Australia and also have a coffee shop. Before Operly, I was using multiple tools and services: Flodesk, Canva, a bookkeeper, website help and more. Since using Operly, I’ve been able to cancel both Flodesk and my bookkeeper, and after upgrading to Business, I now have team members handling different parts of my business.
ResultIt saves me sooooooo much time and money and has freed my mental load.
What stays with you
Your judgment stays yours.
Your business, your customers and your name. You approve everything that goes out under it.
What your team takes on
Seven things that eat an owner’s week.
You are running the place and handling the marketing too. Your team members take the second job.
Finding new customers
Finding new customers is the top challenge for most small businesses, and there is no time for it.
With OperlyDescribe who you want to reach and set it as a routine. It researches on a schedule and drafts outreach for each. You choose who to contact.
Reviews that need a reply
Every review deserves an answer, and the unhappy ones need care.
With OperlyA reviews team member drafts a reply to each one, kind to the happy and calm with the unhappy.
Bringing customers back
A repeat customer costs less than a new one, and nobody has time to ask.
With OperlyKeep birthdays and regulars in a simple list. A daily routine reads it and drafts a friendly note for anyone whose occasion is coming up.
Marketing in the time you have
Most owners can give marketing an hour a day, if that.
With OperlyA content team member drafts this week’s post and promo email from a few lines.
Customer email and requests
Orders, questions and special requests arrive during the rush.
With OperlyRequests in your inbox quietly become tasks with dates, and replies are drafted for you.
Appointments and reminders
Missed appointments and double bookings cost money.
With OperlyYour calendar and reminders sit in one place, and confirmation messages are drafted for you.
Starting the day prepared
Appointments, deliveries and deadlines are spread across notes and memory.
With OperlyA morning briefing lists today’s appointments, overdue tasks and top priorities.
In the app
This is what it looks like.
Real screens from Operly. The workspace and every name in them are made up.
Questions
Is Operly right for a business with a few employees?
Yes. Pro includes 3 seats and Business includes 20, so a small team can work in the same place.
Can it create marketing for my business?
Yes. Studio creates images, video, slideshows, social posts and blog posts, and saves them to your library.
Will Operly reply to customers on its own?
Ask your team members for drafts and read each one first. Your team carries out the sends you ask for, so ask for drafts when you want to read first.
Start with one follow-up.
Pick one thing you keep doing yourself, ask your chief of staff to handle it, and see how it feels.
Start delegating