Use Case Library

We do recurring work you can explain. Here’s a list of the sort of processes we can take off of your plate. Our core competency is doing work the way you do it.

By Role

By NEED

Filters Selected

By Role

By NEED

Reset Filters

Recruiting

Admin Tasks

People Ops

logo

ATS Management

Engage candidates - we'll make sure everything is tracked in your ATS.

New Business

Writing

Insurance Ops

logo

Accelerate Quotes

Get quotes to would-be clients faster.

Recruiting

Lead Generation

People Ops

logo

Boolean Searches

Find exactly who you're looking for: we'll run Boolean list-building processes for you.

Prospect Development

Web Scraping

Sales Ops

Marketing Ops

logo

Build Lists

Build lists of target customers, competitors, industry events, and more.

Lead Generation

Real Estate Ops

logo

Build Property Lists

Generating lists of available commercial and residential rental properties, landlords or property managers

Pipeline Management

Contact Management

Sales Ops

Marketing Ops

Executive Support Ops

logo

CRM Management

Confirm all information and demographic data is accurate for everyone in your CRM. Manage transitions between systems. Schedule daily updates.

Underwriting

Data & Admin

Insurance Ops

logo

Calculate Loss Runs

Assess loss runs.

Data Formatting

Product Ops

logo

Clean Data

Let us manage the data so your analysts can make models.

Prospect Development

Contact Management

Sales Ops

Marketing Ops

Executive Support Ops

logo

Contact Management

Confirm all information and demographic data is accurate for everyone in your CRM.

Campaigns & Outreach

Sales Ops

Marketing Ops

logo

Creating and Scheduling Email Blasts

Have your assistant reach out to clients old and new.

Recruiting

Data Entry & Enrichment

People Ops

logo

Data Enrichment

Verify the names and addresses of candidates with whom you want to connect.

Policy Management

Data & Admin

Insurance Ops

logo

Data Management

Transfer information across sytems, sources, and document types.

Post-Sale Paperwork

Files Management

Sales Ops

logo

Distribute Reports

Make sure your progress is visible - share reports with key stakeholders on a regular basis.

Campaigns & Outreach

Executive Support Ops

Marketing Ops

Sales Ops

logo

Draft Emails

Draft emails are prepared and labeled your inbox, ready to send.

Prospect Development

Data Entry & Enrichment

Sales Ops

Marketing Ops

Executive Support Ops

logo

Email Address Scraping

Updated email addresses for everyone on your prospect list and in your book of business.

Purchasing

Executive Support Ops

logo

Filing an Expense

Have your assistant files expenses on your behalf.

Onboarding

Admin Tasks

People Ops

logo

Fill out HRIS

Transfer information from your ATS to your HRIS.

Logistics

Executive Support Ops

logo

Finding a Location for a Meeting

Your assistant can schedule meetings, as well as reserve spaces

Pipeline Management

Files Management

Sales Ops

Marketing Ops

logo

Generate Proposals

Use your step-by-step processes to generate and send quotes and proposals.

Post-Sale Paperwork

Files Management

Sales Ops

logo

Generate Standard SLAs

Generate and send standard service level agreements.

Claims Processing

Data & Admin

Insurance Ops

logo

Input Claims

Extract information and put it in claims system.

Data & Admin

Product Ops

Real Estate Ops

logo

Inventory Upkeep

Keep your online inventory up to date with your assistant's help.

Inbox Management

Executive Support Ops

logo

Labeling Emails in an Inbox

Your assistant can add helpful labels to the emails in your inbox. Get to inbox 0.

Recruiting

Lead Generation

People Ops

Sales Ops

Marketing Ops

logo

Lead Generation

Generate a list of leads for sales, recruiting, or otherwise. We can use any tools - this demo shows how we use keywords to build lists from LinkedIn.

Prospect Development

Lead Generation

Sales Ops

Marketing Ops

logo

Lead Qualification

Review lists of leads to make sure every name meets your ideal customer profile criteria.

Recruiting

Lead Generation

People Ops

Sales Ops

Executive Support Ops

logo

Lead Sourcing

Your assistant can generate a list of leads from multiple sources and following varied parameters, including visual or text based queues, upon request.

Onboarding

Admin Tasks

People Ops

logo

Log Equipment

Maintain company equipment inventory.

Development

Admin Tasks

People Ops

logo

Maintain HRIS

Run scheduled updates to all critical contact information, such as address updates and marital status updates.

Files Management

Sales Ops

Executive Support Ops

logo

Maintaining Records in a Spreadsheet

Have your assistant aggregate records in an easy-to-read spreadsheet.

Pipeline Management

Admin Tasks

Sales Ops

logo

Manage Invoices

Send invoices and invoices reminders.

Pipeline Management

Admin Tasks

Sales Ops

logo

Manage Licensing

Maintain up to date licensing information.

Campaigns & Outreach

Marketing Ops

logo

Manage Postings

Manage multi-channel posting for a variety of efforts

Policy Management

Data Formatting

Insurance Ops

logo

Manage State Filings

File documents with third-parties (like the state).

Data & Admin

Product Ops

logo

Manage Your Stack

Monitor usage of all subscription-based tools.

Campaigns & Outreach

Marketing Ops

logo

Managing Marketing Subscriptions

Have your assistant create and manage new lists of subscribers.

Campaigns & Outreach

Sales Ops

Marketing Ops

Executive Support Ops

logo

Managing Your List of Subscribers

Have your assistant manage your subscription lists.

Recruiting

Campaigns & Outreach

People Ops

logo

Managing a Hiring Funnel

Consolidate your hiring process by having your assistant manage the hiring funnel.

Recruiting

Campaigns & Outreach

People Ops

logo

Mass Outreach

Systematically reach out to every prospect, candidate, or referral partner on your list.

Data & Admin

Marketing Ops

logo

Moderate Content

Review user-generated content, ensuring it meets standards.

Post-Sale Paperwork

Data & Admin

Sales Ops

logo

Monitor Accounts

Monitor account usage and build reports that let you take action to keep client acocunts healthy.

Post-Sale Paperwork

Social Media Management

Sales Ops

Sales Ops

logo

Monitor Social Media

Receive scheduled reports of social media activity relevant to your company.

Contact Management

Executive Support Ops

logo

Network Management

Send structured updates to your network. Send birthday greetings or gifts

Logistics

Insurance Ops

logo

Onboard Clients

Onboard new clients and update their information.

Onboarding

Admin Tasks

People Ops

logo

Onboarding a Team Member

Have your assistant set up a new hire's accounts and tools.

Onboarding

Purchasing

People Ops

logo

Order Equipment

Order the equipment for your new hire - from computers to office supplies to business cards.

Data Entry & Enrichment

Real Estate Ops

logo

Organize Your Marketplace

Continuously update buyer and seller information.

Purchasing

Executive Support Ops

logo

Paying a Bill

Have your assistant complete payment on a bill or invoice.

Executive Support Ops

Logistics

Executive Support Ops

logo

Personal Errands

Order meals, groceries, or other lifestyle items.

Pipeline Management

Campaigns & Outreach

Sales Ops

logo

Pipeline Clean-Up

Clean up pipeline lists.

Pipeline Management

Campaigns & Outreach

Sales Ops

Sales Ops

Marketing Ops

logo

Plan Follow-Ups

Send templated follow-up emails from your inbox

Post-Sale Paperwork

Admin Tasks

Sales Ops

Sales Ops

logo

Post Close Paperwork

Once the sale is done, so is some of the fun! We'll prepare all the closing paperwork for you.

Underwriting

Admin Tasks

Insurance Ops

logo

Prepare Underwriters

Prepare documentation for underwriters to make decisions.

Policy Management

Admin Tasks

Insurance Ops

logo

Process Renewals

Process policy renewals.

Post-Sale Paperwork

Data & Admin

Sales Ops

Sales Ops

logo

Process Renewals & Administer Upgrades

When a client wants to renew or upgrade, execute the change fast!

Prospect Development

Lead Generation

Sales Ops

logo

Prospect Identification

Build lists of sales prospects - save your SDR time.

Purchasing

Executive Support Ops

logo

Purchasing an Item Online

Your assistant can make personal or professional purchases on your behalf.

Lead Generation

Marketing Ops

logo

Qualify Leads

Score marketing leads by your selected criteria.

Data & Admin

Marketing Ops

Product Ops

logo

Report Customer Intelligence

Aggregate and share data about how customers are using your product.

Web Research

Real Estate Ops

logo

Research Regulations

Researching state guidelines, property prices and deposits.

Web Research

Back-Office Ops

logo

Research Vendors

Assess a new market or competitors quickly and efficiently using your assistant as a researcher.

Prospect Development

Scheduling

People Ops

Sales Ops

Executive Support Ops

logo

Schedule Meetings

Get what matters prioritized on the calendar

Prospect Development

Data Entry & Enrichment

Sales Ops

Marketing Ops

logo

Score, Sort, & Enrich Leads

Power through a mass of inbound leads. Score, sort, and enrich intelligence - no matter the source.

Admin Tasks

People Ops

logo

Screening a List of Candidates

Screen a list of candidates to find the best fit for the position.

Development

Campaigns & Outreach

People Ops

logo

Send Benefits Reminders

Manage open-enrollment with reminders and updates.

Development

Admin Tasks

People Ops

logo

Send Engagement Surveys

Send and prepare engagement survey reports

Post-Sale Paperwork

Files Management

Sales Ops

logo

Send Legal Agreements

Generate and send standard legal agreements.

Contact Management

People Ops

Sales Ops

Executive Support Ops

logo

Sending LinkedIn Requests to a List of People

Have your assistant send personalized LinkedIn invitations to build and strengthen your network.

Post-Sale Paperwork

Admin Tasks

Sales Ops

Executive Support Ops

logo

Sending a Legal Agreement

Your assistant can deliver legal documents.

Campaigns & Outreach

Sales Ops

Marketing Ops

Executive Support Ops

logo

Sending a Mail Merge

Send personalized email inquiries to lists of potential contacts via your assistant.

Onboarding

Admin Tasks

People Ops

logo

Set Up Accounts

Create a workflow that assigns new hires access to the systems and files they'll need - whether it's a reimbursement system, a project management platform, an HRIS, or an online portal.

Admin Tasks

Real Estate Ops

logo

Simplify Showings

Automate admin workflows - book viewings, sent email updates to third parties, coordinate with providers and collect references.

Data Entry & Enrichment

Executive Support Ops

Sales Ops

Marketing Ops

logo

Sourcing a Specific Email

Have your assistant hunt down email addresses you need.

New Business

Data & Admin

Insurance Ops

logo

Streamline Applications

Get application paperwork into your system, easily.

New Business

Data & Admin

Insurance Ops

logo

Streamline Issuance

Speed up the quoting and issuance process - check all other policies, input data, etc.

Contact Management

Marketing Ops

logo

Support Customers

Answer standard inquiries right away through the tools you use.

Development

Admin Tasks

People Ops

logo

Track Learning & Credentials

Confirm all credentials are up to date; track ongoing learning.

Transcription

Executive Support Ops

logo

Transcribing a Text File

Transcribe record meetings into actionable intelligence.

Claims Processing

Writing

Insurance Ops

logo

Update Clients

Let insurance clients know the status and progress of their claim filing.

Pipeline Management

Admin Tasks

Sales Ops

logo

Update Promotion Codes

Update promotion codes monthly - in all your systems and in all your promotional materials.

Claims Processing

Admin Tasks

Insurance Ops

logo

Validate Claims

Validate claims and confirm all information is available.

Recruiting

Admin Tasks

People Ops

logo

Verify Credentials

Confirm background checks and transcription records.

Recruiting

Admin Tasks

People Ops

Sales Ops

Marketing Ops

logo

Verifying a Lead

Have your assistant take over the task of individually verifying leads.

Start growing your business
with Invisible today.

Request a Demo
© Invisible Technologies Inc.