Use cases

Built for owners who are the bottleneck.

If every task in your business passes through you, OkayPanda gives the work somewhere else to go. Here's how four kinds of business set it up: the team they start with, the goals they give, a typical week, and what still waits for the owner.

Agencies

More client work out the door, without another hire.

A small marketing, design or dev agency spends half its week on work around the work: briefs, status updates, proposals, invoices. Your AI team takes that on so your people can do the craft.

Departments: Coordinator, Sales, Delivery, Content, Finance
Example goals: “Win two retainer clients this quarter”, “Ship the Lumen rebrand by Friday”
Needs you: Sending proposals, committing to scope and price, anything sent to a client

A week at a 6-person agencyexample

SalesProposal for Lumen: scope, timeline, three price optionsNeeds you

DeliveryTurned the kickoff notes into a brief and a task listCompleted

ContentCase study draft from the Harbor project filesRunning

CoordinatorFriday client status notes for 4 accountsCompleted

FinanceHours vs. retainer for October, 2 clients overCompleted

E-commerce

Launches, listings and customers, handled between orders.

For a store, the work never stops: new products, campaigns, supplier chases, customer questions, returns. Departments hand it to each other, so a launch moves from design to listing to email without you relaying every step.

Departments: Coordinator, Store, Marketing, Fulfillment, Customer Care, Finance
Example goals: “Launch the winter candle line”, “Cut returns by 20%”, “Get into 10 gift shops”
Needs you: Purchases and supplier deposits, publishing, discount codes, emails to customers

Launch week for a candle brandexample

MarketingLaunch email with 3 subject lines to testNeeds you

StoreProduct pages for 6 scents, from the price sheetCompleted

FulfillmentGift-box packing checklistCompleted

Customer CareShipping FAQ, waits on courier choiceBlocked

FinanceMargin at $24, $28 and $32Running

Service businesses

Bookings, follow-ups and paperwork without a front desk.

Clinics, studios, trades and consultants lose hours to enquiries, scheduling and admin. Your AI team drafts the replies, keeps the follow-ups going and writes the paperwork, and you approve what goes to clients.

Departments: Coordinator, Client Care, Bookings, Operations, Finance
Example goals: “Fill Tuesday afternoons”, “Reply to every enquiry within a day”, “Raise prices 8% in January”
Needs you: Messages to clients, price changes, refunds, anything touching health or legal advice

A week at a physio clinicexample

Client CareReplies to 14 new enquiries, with intake formsNeeds you

BookingsRebooking list: clients due a follow-up visitCompleted

OperationsRoom schedule for the new part-time therapistCompleted

CoordinatorWhich week works for the price change?Waiting for input

FinanceOctober revenue by treatment typeRunning

Startups

A whole company's worth of departments on day one.

Founders run research, marketing, sales, ops and finance at once, usually badly. Start with a Coordinator and a department for each, give them the goals that matter this month, and spend your time on the product and the customers.

Departments: Coordinator, Research, Marketing, Sales, Operations, Finance
Example goals: “Talk to 20 target customers”, “Prepare the seed update”, “Launch on our waitlist”
Needs you: Outreach emails, public posts, spending, commitments to customers or investors

A sprint for a two-founder startupexample

ResearchInterview guide and list of 40 target customersCompleted

SalesOutreach emails to the first 20Needs you

MarketingWaitlist launch post, waits on positioningBlocked

FinanceRunway at three hiring plansCompleted

CoordinatorInvestor update draft from this month's tasksRunning

Something else?

56 templates, or describe yours.

Skate brands, insurance agencies, restaurants, nonprofits, recording studios and more each have a template with the right departments and roles. If yours isn't there, describe it and OkayPanda drafts one.

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