Sales Director
You stop chasing leads by hand. Every week it sorts them, follows up and leaves your proposals ready.
Apps
Gmail or Outlook · Google or Outlook Calendar · GoHighLevel or Salesforce · Google Sheets
Templates
Ready-made templates: tell Qiu which task you repeat and it gets to work
21 real templates across sales, customer care and reputation, marketing, finance, ecommerce, real estate and productivity. The super-agents run a whole department; the rest handle one recurring task on its own schedule.
Sales
Sales
Leads sorted and followed up, quotes chased and clients won back.
Quotes without a reply, every Monday
Every Monday I tell you which quotes you sent are still unanswered and write the follow-up message for each client.
Apps
Gmail or Outlook · Google Sheets
Clients who don't come back, every month
Every month I tell you which clients haven't come back in a while and write a message to win them back.
Apps
Gmail or Outlook · Google Sheets · GoHighLevel or Salesforce
Customer care & reputation
Customer care & reputation
Answers in minutes, reviews handled and clients who keep coming back.
Head of Customer Service
Replies within minutes to everyone who writes, solves it and books the appointment. You only see what needs your decision.
Apps
Gmail or Outlook · Google or Outlook Calendar · GoHighLevel
Reputation Director
You stop watching reviews. Every week it replies in your tone and only flags what needs your decision.
Apps
Google Business Profile · GoHighLevel
Loyalty Director
You stop trying to remember who to write to. Every week it spots who hasn't come back and writes at the right moment.
Apps
Gmail or Outlook · Google Sheets · GoHighLevel or Salesforce
Google reviews summarized every week
Every week I summarize the new Google reviews, point out the ones that need a reply and write the answer for you.
Apps
Google Business Profile
Client birthdays on the same day
On the day of a client's birthday I warn you and write a greeting with their name, ready to send.
Apps
Google Sheets · GoHighLevel or Salesforce · Gmail or Outlook
Marketing & creators
Marketing & creators
Strategy decided, posts prepared and what works measured.
Marketing Director
You stop wondering what to post. Every week it sets the strategy, posts and tracks what brought you clients.
Apps
GoHighLevel · Meta Ads · Google Ads · Gmail or Outlook · Google Analytics
The week's posts ready every Monday
Every Monday I leave your posts for the week ready for your social media, with the text and the image idea, so you only have to approve them.
Apps
GoHighLevel
Finance & administration
Finance & administration
Invoices chased, accounts summarised and the till closed each night.
Financial Director
You stop chasing invoices. Every week it knows what comes in and goes out, collects payments and warns you before a bill.
Apps
Gmail or Outlook · Holded, Factusol or Odoo · Qonto · Google Sheets
Accounts and invoices every week
Every week I summarise your expenses and income and warn you, days ahead, about invoices coming due.
Apps
Gmail or Outlook · Holded, Factusol or Odoo · Google Sheets
Unpaid invoices chased every week
Every week I check which invoices are still unpaid and write the reminder for each client, friendlier or firmer depending on how late it is.
Apps
Holded, Factusol or Odoo · Google Sheets · Gmail or Outlook
Cash closing every night
Every night I do the day's cash closing for you: what was collected, the expenses and the difference, so it adds up with no surprises.
Apps
Google Sheets
Sales report every Monday
Every Monday I leave you a report with what you sold, what sells the most and how you are doing compared with last week.
Apps
Google Sheets
Ecommerce
Ecommerce
Orders and stock under control every morning.
Orders and stock up to date, every morning
Every morning I tell you which orders came in, which ones still need shipping and which products are running out.
Apps
Google Sheets or Odoo
Real estate
Real estate
Rent collected and tenants reminded on time.
Rent collection every Monday
Every Monday I tell you which rent payments are missing and leave the reminder written for each tenant.
Apps
Google Sheets · Gmail or Outlook
Productivity
Productivity
Inbox, calendar, meetings and trips prepared for you.
Unanswered emails every morning
Every morning I show you the emails that are still unanswered, sorted by urgency, with a reply already written for you to review.
Apps
Gmail or Outlook
Tomorrow's appointments reminded every afternoon
Every afternoon I check tomorrow's appointments and write the reminder for each client, with the time and place.
Apps
Google or Outlook Calendar
Meeting prepared when you ask
When you tell me who you are meeting, I prepare what you know about that person, the topics to cover and the questions worth asking.
Apps
Google or Outlook Calendar · Gmail or Outlook
Trips planned when you ask
When you plan a trip I suggest flights and accommodation, and leave you a day-by-day itinerary with the bookings noted.
Apps
Google or Outlook Calendar · Gmail or Outlook
Put a template to work
Pick the task you repeat. Qiu sets it up and gets going; you approve what matters.