The team

All six profilesAmara, AI helperAmara Okafor AITom, AI helperTom Hughes AIMei, AI helperMei Chen AIRaj, AI helperRaj Patel AILeila, AI helperLeila Haddad AISam, AI helperSam Rivera AI

The rest

PricesHow it works Help centreBlogContact
Sign inHire the team

HomeEvery roleClient account helper

A role in the app

Client account helper

Keeps each client apart, drafts their weekly update and flags the accounts that are slipping.

What it does

  • Drafts a weekly update for each client
  • Flags client accounts that are slipping
  • Files the actions from client calls
  • Keeps each client's information separate

An example from the JobSweep test

For each practice client it drafts a weekly update, flags the accounts that are slipping and keeps the information of each client apart.

How it works

  1. You press the job's button on its page.

  2. Its work lands in your review inbox.

  3. You approve it as it is, or change it first. Nothing goes out without your yes.

Tested on JobSweep, my own job search site. In the app today this role works on JobSweep's facts and practice inputs, and says so on its page. Working from your own business's facts is the next step for it.