Business operations

Catherine handles the day-to-day operations that keep a business running — the follow-ups, the paperwork, the monitoring, the things that slip through the cracks when you're busy.

Client management

Follow-ups

• "Follow up with everyone who got a quote this week but hasn't responded"

• "Check in with Dave — we haven't heard from him in two weeks"

Communication

• "Draft a project update email for the Henderson client"

• "Send the weekly status report to the team"

Tracking

• "Who's waiting on a response from us?"

• "What proposals are still outstanding?"

Document management

Creating documents

• Proposals and quotes

• Contracts and agreements

• Reports and summaries

• Invoices and statements

Processing documents

• "Read this PDF and pull out the key terms"

• "Compare these two contracts and highlight the differences"

• "Convert this spreadsheet into a formatted report"

Organising

• "Save this to the Henderson project folder"

• "Find the contract we signed with the supplier last month"

Financial tracking

Catherine can help manage basic financial operations:

• "What invoices are outstanding?"

• "Remind me when the quarterly BAS is due"

• "Track this expense: $450 for office supplies, today"

Note: Catherine assists with tracking and reminders. For formal accounting, she works alongside your accountant — not as a replacement.

System monitoring

Catherine watches your business systems and alerts you when something needs attention:

• Website uptime and performance

• Email delivery issues

• Integration health (CRM, payment systems, etc.)

• Server or hosting problems

"Let me know if the website goes down or if email stops working"

She checks automatically and only bothers you when there's a problem.

Competitive intelligence

• "What are my top 3 competitors charging for similar services?"

• "Summarise the latest industry report from [source]"

• "Track any news about [competitor] and give me a weekly digest"

Catherine monitors, summarises, and keeps you informed without you having to go looking.

Reporting

Ask Catherine for regular reports:

• "Every Monday, send me a summary of last week: tasks completed, emails sent, follow-ups pending"

• "Monthly: how many client interactions, what's outstanding, what was resolved"

She compiles these from her own activity and any connected systems, and delivers them in the format you prefer.