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Skill Kits by Sector

Trades & Construction
ReceiptsQuotingJob SchedulingInvoice ChasingMileage
7:00amMorning brief
9:15amReceipt captured
11:00amQuote follow-up sent
3:00pmDeal radar flagged a warm lead
5:30pmDaily wrap with financials
Coaches & Creators
Content DraftingClient Follow-upsSchedulingSocial PromptsVoice Matching
7:00amMorning brief
8:30amContent prompt for the week
10:00amClient check-in drafted
2:00pmSocial post idea surfaced
5:30pmWeek-ahead prep delivered
Consultants & Advisors
Time TrackingPipelineEmail SuiteResearchInvoice Follow-ups
7:00amMorning brief with pipeline snapshot
9:00amMeeting prep auto-delivered
11:30amFollow-up email drafted
3:00pmTime logged for 2 client sessions
5:30pmInvoice generated for completed work
Accounts & Bookkeepers
Receipt ProcessingBAS PrepClient RemindersDeadline TrackingReporting
7:00amMorning brief with upcoming deadlines
9:00am4 client receipts auto-categorised
11:00amBAS reminder sent to 2 clients
2:00pmOverdue invoice flagged
5:00pmEnd-of-day compliance summary
Sales & Business Development
Lead ResearchOutreach DraftingDeal RadarCRM UpdatesFollow-up Sequences
7:00amMorning brief with deal pipeline
8:30am3 new leads researched
10:00amPersonalised outreach drafted
1:00pmDeal stage updated after call
4:00pmFollow-up sequence triggered for warm leads
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things learned this month
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businesses running on Vero
Trades Marketing Construction Coaching Finance Video Production

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