Show me
how.
Practical, step-by-step guides for getting real work done with your agent. Each ends with the one request that runs the whole thing.
Run month-end with an agent
Month-end is invoicing, chasing, reconciling, and reporting. Here is the flow in SOIS, and the single request that hands it to your agent.
Read the guideOnboard a new hire
A new starter needs a record, accounts, a schedule, and a welcome. Here is the flow, and the one request that runs it.
Read the guideChase overdue invoices
Late payments are a chase nobody enjoys. Here is how to make it consistent, and the request that puts it on autopilot.
Read the guideKeep stock accurate
Stock drifts the moment it is tracked by hand. Here is the flow to keep it honest, and the request that runs it for you.
Read the guideTriage your inbox
Most of the inbox is noise around a few things that matter. Here is how to cut through it, and the one request that does it each morning.
Read the guideBuild an app with your agent
If a capability is missing, you can build it. Here is how to create an app with your own agent and publish it, at no build cost.
Read the guideMigrate from your current tools
Switching does not have to be a big-bang migration. Here is the low-risk path, and how your agent does the heavy lifting.
Read the guideLaunch your own branded network
Becoming the platform for your industry takes brand, domains, a database, and pricing. Here is the path, and where SOIS does the heavy lifting.
Read the guideSend a quote and win the job
A quote that sits unanswered is lost revenue. Here is the flow in SOIS, and the single request that has your agent quote, chase, and convert.
Read the guideHandle a customer complaint
A complaint handled fast and fairly keeps a customer. Here is the flow in SOIS, and the request that has your agent gather the facts and draft the response.
Read the guidePrepare a board report
Board prep usually means a frantic gather across systems. Here is the flow in SOIS, and the request that has your agent assemble the pack.
Read the guidePlan a business trip
Booking a trip is a dozen tabs and a policy to remember. Here is the flow in SOIS, and the request that has your agent plan it end to end.
Read the guideOnboard a new client
A smooth first week sets the tone for a client relationship. Here is the flow in SOIS, and the single request that has your agent set the new client up properly.
Read the guideFollow up on leads
Most leads are lost to silence, not rejection. Here is the flow in SOIS, and the request that has your agent keep every lead warm without nagging from you.
Read the guideGet a weekly business summary
Knowing where the business stands should not take an afternoon. Here is the flow in SOIS, and the request that has your agent deliver a weekly digest you can read in a minute.
Read the guide