FreedUp Playbook Library
Never miss a call or text without spending hours coordinating and tracking your communication.
Go to your computer on Monday morning and know exactly what’s on the calendar for this week, optimizing around your priorities and energy.
Always keep up with important personal contacts and business relationships by utilizing your assistant to manage the admin side of things.
Seamlessly track your company’s progress, week to week, freeing you up to make changes and adjustments to your strategy.
Your assistant can build out a repeatable and enjoyable onboarding process they take all new hires through freeing you to lead.
Never compile or submit your own expense report again.
Get your CRM up to date and useful for your sales/marketing team.
Stop wasting you time with unqualified applicants.
Speed up your hiring process by delegating the mundane, tedious tasks for writing descriptions and posting them on job boards.
Never forget to get your oil changed or wait at Jiffy Lube for hours.
No more back and forth messages finding time. No more inefficient and disorganized meetings - you have all the information you need and agendas in advance, and you never have to worry about taking notes or remembering who said what.
Your inbox is always organized, your messages always answered, and your important conversations always at your fingertips - without ever having to open your email. That's the power of the Maintain Inbox Zero playbook.
Put on thoughtful, well coordinated events where you’re free to focus on your guests and the experience.
Your family's extracurricular activities are organized, stress-free, and everyone knows where they need to be and when. Never miss any event, never forget a uniform.
Never send an invoice again. Never hunt down clients to pay. Your assistant can take this on.
Never guess where your business is spending its money or what your P&L will look like at the of the quarter.
Every transaction is tracked, every statement verified, and every tax payment processed on time.
Stop wasting your time calling all over town for plumbers, electricians, yard workers, etc.. You can instead focus more on being present at home and less on the hassles of home management.
Kill the pile of Amazon returns without having to coordinate or think about how what should be returned where and by when.
Never again get a text from your spouse that says, “do you have our insurance cards?”. You know where all your documents are and how to easily access them from your phone - anywhere, anytime.
Evenings are well-planned, stress-free date nights where all you need to do is enjoy each other's company.
Set the vision for your business trip and let your assistant handle the rest.
Be fully present and free to make memories on your vacation instead of stressing about the budget and details.
Never forget a birthday or holiday and always come through with a thoughtful, well-timed gift.
Stop paying for subscriptions you’re not using or forgot to cancel. Never miss a utility payment or pay a late fee.
Easily stick to your budget, always know where your money is going, and never fight with your partner about spending again.
Never call your insurance company.
Never run out of your medicine.
No more Googling for doctors and making call after call finding the right fit and schedule. For you and your entire family.
Delicious, stress-free meal-plans the entire family will love. Never again say, “I don’t know what to cook” or “this again?”
Never haul all the kids to the store again. Never run out of soap, paper-towels or snacks.
Whether you’re coordinate guests of your podcast or trying to get on as a guest of other podcast, your assistant can take care of all the outreach. All you need to do is show up ready for a good conversation.
If you run a podcast, having an assistant will enable you to just show up and record. The rest is handled for you, freeing you up to create your best content.
Strategize, execute, and evaluate effective marketing campaigns with clarity and precision, driving engagement and growth.
Be free to create your best content, while your assistant handles the editing and details on publishing, strategy and responding to comments.
Have insight into how your sales team is performing.
Stop burning hours sending cold emails, cold-calling or DM’ing on LinkedIn. Your assistant can handle the admin side of this, freeing you up to close more deals.
Need a list of qualified leads? Your assistant can generate that and handle initial follow-ups, freeing you up to sell.
Never send back and forth messages again about getting a meeting on the calendar - your assistant can handle this. And don’t worry - we have ways of helping you do this without sounding like a tool… no one wants to say, "my assistant will reach out to get something scheduled"
Never miss a call or text without spending hours coordinating and tracking your communication.
Your assistant will:
Set you up with a Google Voice number they they’ll manage - only important contacts (friends and family) will be able to contact your directly through your phone.
Screen all incoming calls and texts, noting the urgency and topic of each.
Prioritize calls and texts that require immediate attention.
Schedule callbacks for less urgent calls.
Provide brief summaries of messages and missed calls.
Maintain a log of all incoming and outgoing communications.
Make sure all inquiries are addressed by the end of the day, if possible.
Go to your computer on Monday morning and know exactly what’s on the calendar for this week, optimizing around your priorities and energy.
Your assistant will:
Optimize your calendar for:
Focus time
Meetings
Personal/family time
Appointments
Regularly update and maintain your calendar
Schedule meetings and appointments intelligently to avoid conflicts
Set reminders for important events and tasks
Coordinate with other team members as necessary
Keep an eye on the time zone differences when scheduling calls/meetings
Regularly review the upcoming week to anticipate any adjustments that need to be made
Report weekly on what your calendar looks like, highlighting important events.
Handle sudden changes on your calendar, in real-time.
Always keep up with important personal contacts and business relationships by utilizing your assistant to manage the admin side of things.
Your assistant will:
Establish a systematic way of logging and tracking all phone calls and text messages.
Categorize contacts based on the nature of the relationship (professional, personal, etc.).
Regularly update contact information and communication history.
Prioritize and schedule follow-ups based on the importance and urgency of the contact.
Develop a personalized way of communication for each contact based on their preference.
Seamlessly track your company’s progress, week to week, freeing you up to make changes and adjustments to your strategy.
Your assistant will:
Gather all necessary weekly leading metrics from across the company. Think:
Marketing
Sales
Finances
etc.
Compile this into a weekly report that’s shared with you.
Your assistant can build out a repeatable and enjoyable onboarding process they take all new hires through freeing you to lead.
Your assistant will:
Reach out to the new employee via phone call or text to welcome them to the organization.
Briefly explain the onboarding process and what they should expect in the upcoming days.
Ask if they have any immediate questions or concerns.
Schedule a more detailed phone call or meeting to go over documents and procedures.
Regularly check in via text or phone calls during their first few weeks to address any issues or answer questions.
Confirm they have all necessary equipment and resources to do their job effectively.
Encourage them to reach out at any time if they need assistance or have concerns.
Never compile or submit your own expense report again.
for tomorrow.
Get your CRM up to date and useful for your sales/marketing team.
Your assistant will:
Regularly update customer information in the CRM system after each call or text message interaction
Log all phone call and text message communications with customers in the CRM
Document any customer issues or complaints, and the steps taken to resolve them
Identify potential sales opportunities during phone calls and text messages, and log these in the CRM
Schedule follow-up phone calls or texts based on customer needs
Use the CRM to track customer preferences and history to provide personalized service during phone and text interactions
Stop wasting you time with unqualified applicants.
Your assistant will:
Review the job description and candidate profiles before performing any call or text interaction.
Reach out to candidates via phone calls or text messages to schedule interviews.
Prepare a set of standard questions to ask during the phone screening process.
Take detailed notes during each phone call to capture the candidate's responses.
Politely address any questions or concerns the candidate may have during the call.
Follow up with candidates via text or call after the interview to provide updates on their application status.
Maintain a professional tone and represent the company positively in all interactions.
Speed up your hiring process by delegating the mundane, tedious tasks for writing descriptions and posting them on job boards.
Your assistant will:
Compile a list of necessary job details, including job title, department, responsibilities, qualifications, and benefits
Write a clear and concise job description based on the provided details
Prepare a script with key points for phone calls to potential job posting sites
Reach out to job posting sites via phone calls to inquire about their posting process
Deliver the job description and necessary details via text messages or dictated over a phone call to job posting sites
Follow up with job posting sites for confirmation and posting details through phone calls or text messages
Keep a record of all the job postings and their respective sites for tracking purposes
Never forget to get your oil changed or wait at Jiffy Lube for hours.
Your assistant will:
Review the car's maintenance schedule and make a list of upcoming services (including oil changes)
Look for reputable auto repair shops in the local area. Note, mobile mechanic and oil change services are available in most areas.
Call the selected repair shop to discuss the required services and schedule an appointment.
Confirm the booking details with you
Send a reminder text message a day before the scheduled appointment.
After the maintenance service, call the repair shop to confirm the completion and any issues found.
Inform you about the service completion and any additional information provided by the repair shop.
No more back and forth messages finding time. No more inefficient and disorganized meetings - you have all the information you need and agendas in advance, and you never have to worry about taking notes or remembering who said what.
Your assistant will:
Review your calendar for available times
Reach out to all attendees to determine their availability
Identify the optimal meeting time that works for everyone
Send out calendar invites to all attendees with the finalized meeting time
Confirm receipt of the invite and availability from all attendees
Identify and prepare the meeting location, whether it's a physical location or a virtual meeting room
Share the meeting agenda with all attendees in advance
Research and prepare brief bios for each attendee to provide context for the meeting
During the meeting, take detailed notes of discussions and decisions
After the meeting, consolidate and distribute the notes to all attendees for reference
Your inbox is always organized, your messages always answered, and your important conversations always at your fingertips - without ever having to open your email. That's the power of the Maintain Inbox Zero playbook.
Your assistant will:
Regularly check and organize the inbox, categorizing and prioritizing messages.
Respond to messages promptly and professionally, ensuring that no message is left unanswered.
Delete or archive messages that are no longer needed.
Set up automatic filters for certain types of messages.
Keep track of important conversations, flagging them for easy access later.
Regularly report to you about the status of the inbox.
Put on thoughtful, well coordinated events where you’re free to focus on your guests and the experience.
Your assistant will:
Identify the purpose and objectives of the event
Decide on a suitable date and location for the event
Create a detailed event plan, including timeline and budget
Source and liaise with vendors (catering, venue, etc.)
Coordinate event logistics (transportation, accommodation, etc.)
Ensure all relevant permissions and insurance are in place
Promote the event through appropriate channels
Oversee event on the day, handling any issues that arise
Conduct a post-event review to assess success and identify areas for improvement
Your family's extracurricular activities are organized, stress-free, and everyone knows where they need to be and when. Never miss any event, never forget a uniform.
Your assistant will:
Consolidate the schedule into a shared family calendar
Set reminders for parents regarding which child needs to be where, at what time
Make a list of items to bring for each activity and attach it to the relevant calendar entry
Determine which parent is responsible for drop-off and pick-up for each activity and add this to the reminder
Regularly update the calendar and reminders as changes occur
Never send an invoice again. Never hunt down clients to pay. Your assistant can take this on.
Your assistant will:
Receive and verify invoices and requisitions for goods and services
Manage the timely payment of all invoices
Process and monitor payments and expenditures
Maintain an updated ledger of all payments
Keep track of all vendor payment agreements and ensure all payments are made in accordance with the agreement
Resolve any invoice discrepancies or issues
Coordinate with team members to ensure all invoices are accounted for and properly recorded
Provide monthly reports of all invoice activity
Never guess where your business is spending its money or what your P&L will look like at the of the quarter.
Your assistant will:
Gather all relevant financial data
Analyze the data for patterns and trends
Prepare detailed financial reports
Regularly update the team on financial status and changes
Ensure all financial practices are in line with statutory regulations and legislation
Collaborate with auditing services to ensure proper compliance with all regulations
Identify potential areas of cost savings
Develop strategies for financial performance monitoring
Report on monthly P&L
Every transaction is tracked, every statement verified, and every tax payment processed on time.
Your assistant will:
Review and verify financial statements and documents
Keep track of daily transactions
Process accounts receivable/payable and handle payroll in a timely manner
Maintain a comprehensive financial filing system for our company
Monitor financial transactions and reports
Process tax payments
Support with internal and external audits
Report any discrepancies
Identify and address inefficiencies
Stop wasting your time calling all over town for plumbers, electricians, yard workers, etc. You can instead focus more on being present at home and less on the hassles of home management.
Your assistant will:
Identify necessary home tasks and services (e.g., cleaning, maintenance, renovation)
Research and compile a list of vendors offering the required services
Reach out to vendors for quotes and availability
Schedule appointments with vendors as needed
Supervise vendor work to ensure quality and adherence to specifications
Handle vendor payment and ensure receipt of services
Kill the pile of Amazon returns without having to coordinate or think about how what should be returned where and by when.
Your assistant will:
Keep track of all purchases and receipts
Understand the return policies of each store or website
Coordinate your schedule for efficient returns with detailed instructions
Keep you updated about any changes or issues with their returns
Coordinate with delivery services for pick-up of return items
Never again get a text from your spouse that says, “do you have our insurance cards?”. You know where all your documents are and how to easily access them from your phone - anywhere, anytime.
Your assistant will:
Gather all existing family records from various sources
Categorize records based on their type (e.g., birth certificates, marriage certificates, etc.)
Coordinate how to digitize physical records for easier storage and access
Create a secure, organized system for storing these records
Regularly update the records as new ones are obtained
Ensure all family members have access to these records as needed
Evenings are well-planned, stress-free date nights where all you need to do is enjoy each other's company.
Your assistant will:
Identify couple's preferred cuisines and dietary restrictions
Research local restaurants within a specified budget
Check availability and make reservations for the desired date and time
Provide couple with confirmation details and any other relevant information about the restaurant
Arrange transportation if necessary
Send a reminder to the couple about the reservation a day before
Order flowers ahead of time (if wanted)
Compose list of date night questions or conversation topics
Set the vision for your business trip and let your assistant handle the rest.
Your assistant will:
Review the travel policy of the company
Coordinate with the employee to understand travel preferences
Research and book flights, ensuring the best balance of cost and convenience
Arrange accommodations, considering the proximity to the meeting or event location
Organize transportation from the airport to the accommodation, and from the accommodation to the meeting location
Prepare an itinerary with all relevant details and share it with the employee
Keep track of travel expenses and process expense reports
Be available to the employee for support during the travel
Be fully present and free to make memories on your vacation instead of stressing about the budget and details.
Your assistant will:
Gather all necessary information such as travel dates, preferred destinations, activities of interest, and budget.
Research potential destinations and accommodations, taking into account the preferences and needs of the family.
Create a tentative itinerary that includes activities, dining options, and downtime.
Present the plan to the family for approval and make necessary adjustments based on feedback.
Once approved, handle all bookings, including flights, accommodations, and activities.
Prepare a detailed travel guide and itinerary for the family to follow during their vacation.
Never forget a birthday or holiday and always come through with a thoughtful, well-timed gift.
Your assistant will:
Keep track of important dates such as birthdays, anniversaries, and holidays.
Research and suggest gift ideas based on the recipient's interests and tastes.
Purchase and arrange for delivery or mailing of gifts.
Send reminders to the you about upcoming gift-giving occasions.
Stop paying for subscriptions you’re not using or forgot to cancel. Never miss a utility payment or pay a late fee.
Your assistant will:
Review all monthly bills and due dates
Set up automatic payments where possible
Keep track of all active subscriptions
Evaluate subscriptions periodically for usefulness and cancel if no longer needed
Log all payment and subscription information in a centralized system for easy access
Easily stick to your budget, always know where your money is going, and never fight with your partner about spending again.
Your assistant will:
Collect all financial transactions from bank and credit card statements.
Categorize each transaction into appropriate categories (groceries, utilities, entertainment, etc.).
Record all transactions and categories in a bookkeeping software or spreadsheet.
Prepare a monthly report summarizing income, expenses and savings.
Highlight any unusual or suspicious transactions for further review.
Offer suggestions for budget adjustments based on spending patterns.
Prepare year-end financial reports for tax purposes.
Never call your insurance company.
Your assistant will:
Understand your health insurance policy in detail
Handle any paperwork related to the health insurance policy
Submit claims on your behalf
Monitor the status of claims
Follow up on any unpaid claims
Provide you with updates on the status of your claims
Help you understand your health insurance benefits
Assist you with any disputes or appeals
Keep track of any changes in your health insurance policy
Never run out of your medicine.
Your assistant will:
Verify the doctor's prescription and details
Place the order for the required medicine through the appropriate channels
Coordinate with the delivery service for timely delivery
Follow up with you to confirm receipt and correct usage
Book doctors appointments when necessary for refills
No more Googling for doctors and making call after call finding the right fit and schedule. For you and your entire family.
Your assistant will:
Research and find reputable and in-network doctors
Handle all appointment rescheduling or cancellations - optimized around your calendar
Send you appointment reminders
Track all necessary follow-ups (regular dental cleanings, annual physical, etc.)
Delicious, stress-free meal-plans the entire family will love. Never again say, “I don’t know what to cook” or “this again?”
Your assistant will:
Understand your dietary preferences and restrictions
Research and suggest meal options that align with you and your family’s preferences
Create a weekly meal plan, including breakfast, lunch, dinner, and snacks
Provide a detailed shopping list based on the meal plan
Give step-by-step meal preparation instructions
Monitor your feedback on meals and make adjustments as necessary
Help coordinate who is cooking (or find a local chef to prep meal for you)
Never haul all the kids to the store again. Never run out of soap, paper-towels or snacks.
Your assistant will:
Based on meal-plan, compile a list of groceries to order
Confirm the list with the user before placing the order (if necessary)
Place the order for home delivery at a convenient time
Follow up to ensure the groceries were delivered correctly and in good condition
Whether you’re coordinate guests of your podcast or trying to get on as a guest of other podcast, your assistant can take care of all the outreach. All you need to do is show up ready for a good conversation.
Your assistant will:
Look at your list of hopeful guests and reach out to them to request them on your podcast
Review the list of upcoming podcast episodes and their respective publishing dates
Coordinate with the podcast host and guests to schedule recording sessions
Ensure that all links and software is set up and ready for recording
If you run a podcast, having an assistant will enable you to just show up and record. The rest is handled for you, freeing you up to create your best content.
Your assistant will:
Review the podcast script and audio files
Use AI editing software to remove unnecessary portions, such as long pauses, ums, and ahs
Balance the audio levels and apply noise reduction if needed
Add intro and outro music tracks
Review the final edit for any mistakes or audio issues
Publish the podcast
Strategize, execute, and evaluate effective marketing campaigns with clarity and precision, driving engagement and growth.
Your assistant will:
Understand the marketing campaign objectives and target audience
Create a detailed plan that outlines the campaign schedule, channels, and expected outcomes
Develop engaging content that aligns with the campaign theme and brand voice
Monitor campaign progress and make necessary adjustments based on performance
Analyze campaign outcomes and provide a detailed report on its success and areas for improvement
Be free to create your best content, while your assistant handles the editing and details on publishing, strategy and responding to comments.
Your assistant will:
Remind you how much content you need to create and by when
Edit and schedule your posts across different social media platforms
Engage with audience through comments and direct messages
Monitor social media analytics to assess post performance
Update social media strategy based on performance data
Have insight into how your sales team is performing.
Your assistant will:
Gather data from various sales channels
Analyze sales data to identify trends and patterns
Prepare detailed sales reports on a weekly, monthly, and quarterly basis
Present sales reports to the sales team and management
Use sales data to inform sales strategies and initiatives
Stop burning hours sending cold emails, cold-calling or DM’ing on LinkedIn. Your assistant can handle the admin side of this, freeing you up to close more deals.
Your assistant will:
Research the potential client to understand their needs and how our product or service could benefit them.
Draft an initial email that introduces our company and product or service, tailored to the client's needs.
Follow up with a phone call to the client to discuss the product or service further.
Schedule a product demo or meeting with the client.
Keep track of all communication with the client in our CRM system.
Need a list of qualified leads? Your assistant can generate that and handle initial follow-ups, freeing you up to sell.
Your assistant will:
Research potential clients and their industries to understand their needs and challenges
Draft an initial email that introduces our company and product or service, tailored to the Develop a list of prospects based on research and sales goalsclient's needs.
Reach out to prospects via email or phone calls to introduce our company and services
Follow up with prospects to answer questions and provide additional information
Schedule meetings between prospects and sales team members
Keep track of communications and interactions in a CRM system
Never send back and forth messages again about getting a meeting on the calendar - your assistant can handle this. And don’t worry - we have ways of helping you do this without sounding like a tool… no one wants to say, “my assistant will reach out to get something scheduled”.
Your assistant will:
Identify the participants for the meeting and check their availability.
Choose a suitable date and time for all participants.
Prepare an agenda for the meeting and share it with all participants in advance.
Send out calendar invites with the meeting link and agenda.
Send reminders to participants a day before the meeting.
Ensure the necessary tech setup (like video conferencing tools) is ready for the meeting.
Take meeting minutes or notes and share them with all participants after the meeting.
