A desk is one specialist agent that owns one job and does it every day without being reminded. It works inside your accounts, drafts for a person to approve, and reports to the company chief of staff. There are 30 in the catalog. The audit picks the ones that pay for themselves first in your business; most builds use between five and twenty.
Sales and leads
- Lead reply desk
- Appointment setting desk
- Missed-call text back desk
- Long-term follow-up desk
- Quote and estimate follow-up desk
- Repeat and referral desk
Customer care
Marketing
- Website desk
- Local search desk
- Social media desk
- Email and text campaign desk
- Ad monitoring desk
- Content desk
Operations
What every desk has in common
- It drafts. A person on your team approves, changes or holds anything customer-facing.
- It never answers a money question. Price, quotes, trade value, credit and financing go to a person.
- It runs in your accounts and its work stays with you.
- Every action is logged with a time, shows up in the morning brief, and rolls into the weekly report.
Do not see your job on the list? Any repeatable task in your business can become a desk. See six example builds or tell us what eats your week.
