Admin work
Get your best people back to their real work
The finding, chasing and logging run on their own, across every tool. Your people keep the skilled work.
Built forQopia FinancialJSI Systems
Sound familiar?
“Our skilled people spend the day on admin”
Today
- Salespeople spend most of the week researching leads.
- Project managers spend mornings chasing status updates.
- The work they were hired for gets what’s left.
With Milo Works
- Leads are found, checked and logged in the CRM.
- Status updates are gathered before the day starts.
- Your people spend the day selling and delivering.
If half of one role is routine, that’s about 1,000 hours a year.
Work out your hours
How it works
Leads found and logged before the day starts
- The systemFinds the work before the day startsthe lists, the records, the chasing
- The systemDrafts what needs a person’s eyesready to check
- A personMakes the calls that need judgmentand approves what goes out
- Finds the work before the day startsthe lists, the records, the chasingSystem
- Drafts what needs a person’s eyesready to checkSystem
- Makes the calls that need judgmentand approves what goes outA person
Proof
Already running at another firm
At a B2B agency, a salesperson starts a campaign from a form in the team’s chat tool. The system finds and checks leads, skips anyone already in the CRM, drafts each email and keeps follow-up on schedule.
Your options
Automating repetitive tasks: 3 ways to do it
Option 1
Buy software
Best whenThe task lives in one tool that can automate it.
Option 2
Build it in-house
Best whenSomeone can link 2 tools in a workflow builder.
Where we fit
Bring in a partner
Best whenThe routine crosses systems, needs judgment, or has no owner.
Software worth looking at first
Zapier, Make and Microsoft Power Automate connect tools without code, and UiPath automates on-screen work. All are strongest on steps that never vary.
What each one costs, and who keeps it running
- Buy software
- CostA subscription per seat, plus setup time.
- UpkeepThe vendor, and whoever owns it on your side.
- Build it in-house
- CostTheir time now, and each time something changes.
- UpkeepThat person.
- Bring in a partner
- CostA monthly retainer.
- UpkeepThe partner, with a named owner on your side.
Questions about automating repetitive tasks
Do our people need to learn a new tool?
Usually not. It works inside the tools they already use.
What if the process isn’t written down?
Most aren’t. We map it with the people who do it.
Who looks after it once it is running?
We do, every month, with a named owner on your side.
Often fixed alongside this
- Client follow-upsNo client request left sitting.
- Team knowledge baseAnswers in seconds, with the source.
- Process automationThe routine work runs on its own every day, and we keep it running.
- Staffing and recruitingSourcing lists, call notes and placement paperwork, off recruiters’ desks.
- Marketing agenciesA current CRM, and new business that keeps moving.
- Manufacturers and distributorsOrders into the ERP without the re-typing.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Start with one process.
In one working session, we map how this runs at your firm and show you what it’s worth to fix.