Welcome,
Eleanor.

Your team is set up and starts work tonight, on its own. One thing is waiting for your yes before Hannah hangs up.

01Needs you1

~1 min

Follow up with Tom Keller at Keller Build Co.Monthly close and controller · $4,500 a month · sent Sep 15 · quiet 14 days

Hi Tom, following up on the monthly close and controller proposal we sent on the 15th. You mentioned your year-end inventory count in December. If we start in October, your books would be closed and clean before it. Happy to walk through the scope on a 20-minute call this week, or send a lighter option if the controller piece is more than you need right now. Eleanor

Gmail · “Proposal: monthly close and controller”Proposals 2026 · row 6

This is the one you approve together. From then on your team runs on its own, and only what’s outside your rules waits here.

02Your first week

until Oct 6

Today
Your first approvalThe follow-up to Tom Keller, approved with Hannah on the call.
Tonight
Your first 25 leadsLead Scout finds owner-led firms around Sacramento and verifies every email.
Tomorrow, 8:00 AM
Your first briefHere and by email: what your team did overnight on its own, and anything waiting for a yes.
This week
Your first repliesAppointment Coordinator turns replies into fit calls inside your hours, on its own.
Tue, Oct 6, 2:30 PM
Check-in with HannahA week in: what’s working, and anything you want changed.

Outbound email starts Tue, Oct 13, once your sending inboxes finish warming up. This card goes away after your check-in with Hannah.

03Your team

Lead ScoutStarts tonight
Outbound SDRStarts Oct 13
Deal Follow-upWorking now
Appointment CoordinatorReady for replies
Renewal and RetentionStarts tonight
AI ReceptionistAnswering your site now

Sample flow: that’s Eleanor’s first day.back to the call · See a workspace a few weeks in