Build your crew

See what a crew could take off your plate

Three questions about your business, the work and the tools you already use. You get a small suggested crew, a reason for each, and one workflow to start with.

Tell us about your business, the work and your tools. You get a small suggested crew and one place to start. No account, nothing connected, nothing stored.

Or explore an example crew

Step 1 of 3

01Your business
02The work
03Your systems

Step 1 of 3, your business

Your business

What kind of business do you run?

Commerce Online shops, retail, wholesale Construction & property services Contractors, installers, property management Recruitment & advisory Staffing, consultancies, advisory firms Publishing & membership Media, newsletters, associations Technical B2B Software, engineering, industrial suppliers Something else The examples still apply; the fit is settled with you Not sure yet Skip it. The work matters more than the label

The industry orders the examples. It never rules a role out.

How many people work there? Optional

1–9 10–49 50–249 250+ Prefer not to say

Step 2 of 3, the work

The work

Where could your team use an extra pair of hands? Up to three

Customer support Sales & account follow-up Marketing & content Website & SEO Finance administration Projects & operations Research & reporting Internal knowledge Not sure yet

No problem. You will get example crew members for your kind of business, marked as examples rather than a match.

Customer support What would help most?

Answer recurring questions Sort and route incoming requests Handle order and delivery questions Spot questions nobody has an answer for

Sales & account follow-up What would help most?

Prepare meeting briefs Draft follow-ups after meetings Keep the CRM up to date Research accounts before contact

Marketing & content What would help most?

Draft articles and posts from sources Adapt one piece for several channels Assemble a newsletter draft Keep a content calendar moving

Website & SEO What would help most?

Keep website content current Audit pages for errors and gaps Turn recurring questions into FAQ pages Keep product pages complete

Finance administration What would help most?

Prepare invoice documentation Match receipts to transactions Prepare reminders for unpaid invoices Flag anything that does not add up

Projects & operations What would help most?

Chase internal follow-ups Prepare a daily project brief Turn meetings into actions Collect status from the team

Research & reporting What would help most?

Consolidate sources into a decision brief Monitor a market, competitor or topic Prepare recurring reports Summarise long documents

Internal knowledge What would help most?

Make internal guidance easier to find Answer staff questions from approved documents List documents that are missing or stale Prepare onboarding material for new staff

Which of these comes first?

Answer recurring questions Sort and route incoming requests Handle order and delivery questions Spot questions nobody has an answer for Prepare meeting briefs Draft follow-ups after meetings Keep the CRM up to date Research accounts before contact Draft articles and posts from sources Adapt one piece for several channels Assemble a newsletter draft Keep a content calendar moving Keep website content current Audit pages for errors and gaps Turn recurring questions into FAQ pages Keep product pages complete Prepare invoice documentation Match receipts to transactions Prepare reminders for unpaid invoices Flag anything that does not add up Chase internal follow-ups Prepare a daily project brief Turn meetings into actions Collect status from the team Consolidate sources into a decision brief Monitor a market, competitor or topic Prepare recurring reports Summarise long documents Make internal guidance easier to find Answer staff questions from approved documents List documents that are missing or stale Prepare onboarding material for new staff

The first priority shapes the first workflow. The rest are added around it.

What keeps getting pushed to next week? Optional

Please leave out anything confidential or personal. 0 / 300

Step 3 of 3, your systems

Your systems

Which tools does your team work in? Optional

This helps us suggest relevant workflows. We confirm access and compatibility with you before anything is implemented; choosing a tool here connects nothing.

Email & collaboration

Microsoft 365 Google Workspace Slack Microsoft Teams

CRM

HubSpot Pipedrive Salesforce

Website & commerce

WordPress Webflow Shopify WooCommerce

Finance

Fortnox Visma

Project management

Trello Asana Notion

And otherwise

Spreadsheets Something else Not sure

Which one? Optional

Putting your crew together

Your suggested crew

One place to start

Your answers changed.

Business
Work
Systems

Suggestions from your answers, not scope. The names and faces are worked examples, so the crew is easier to talk about; nobody has been assigned and nothing is connected. Access, the first workflow and what counts as done are agreed in a Mission Brief.

Plan the first workflow

hello@my-orbital.com · my-orbital.com/build-your-crew

Start over?

This clears everything you have answered and takes you back to the first step.

Plan the first workflow

Learn more about your crew

We take the first workflow through a Mission Brief: the systems it touches, who reviews it and what counts as done. Your suggested crew comes with this request, so we start where you left off.

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Name

Work email

Company

Orbital may store these details, and the answers you gave above, to reply to this request. How they are kept, and how to have them deleted, is in the privacy policy.

Every role, in full

The roles described so far

Eight so far, each with a first workflow, what it would need and what stays with a person. Yours may be one of these, or something we have not written down yet.

01
Customer support
Customer support
Drafts answers to the questions customers keep asking, so your team can focus on the exceptions.
In full
Example work

Sorts requests by type and urgency
Drafts replies from approved material
Flags money, complaints and promises

What you would get
Drafted replies to review, and the questions with no approved answer yet.

First workflow
A draft-only queue for one recurring type of enquiry. Nothing is sent until a person has read it.

Data it needs
Past enquiries and the answers that were right, plus the policies and product facts those answers rest on.

Your team keeps
Your support lead approves every reply. Refunds and anything unusual stay with a person.

How you would measure it
How many drafts are accepted unchanged, time to first reply, and how often an answer was wrong — each against the numbers you have today.

Before it starts
A read-only route to the enquiries, and a place for drafts your team already looks at.

What it does not do
It does not send replies, issue refunds or make commitments on your behalf.
02
Website & SEO
Website & SEO
Finds what is broken, missing or out of date on your site, and prepares the fixes.
In full
Example work

Audits key pages for errors and stale facts
Drafts updated copy, unpublished
Ranks what to fix first

What you would get
A ranked list of issues, with corrected content ready to review.

First workflow
An audit of the handful of pages that matter most, and drafted fixes for them. Nothing goes live until a person publishes it.

Data it needs
A way to read the site, the facts the pages should state, and whatever search data you already have.

Your team keeps
The website owner approves every change before it goes live.

How you would measure it
Issues found and fixed, how current the pages stay, and how much of the drafted content is used. No promise about rankings.

Before it starts
A read route to the site and a draft space in the CMS, or a document your editor works from.

What it does not do
It does not publish, and it does not promise a position in search results.
03
Finance administration
Finance administration
Prepares invoices and receipts for review, so the person who owns the books checks rather than retypes.
In full
Example work

Extracts details from invoices and receipts
Suggests how each is coded
Sets aside what does not add up

What you would get
Prepared entries to review, and exceptions with the reason for each.

First workflow
Preparing one category of supplier invoices for review. The books themselves are not touched.

Data it needs
The incoming documents, your chart of accounts, and a few months of how similar items were coded.

Your team keeps
Your finance owner approves every entry. Payments, postings and filings stay with them.

How you would measure it
Share of prepared entries accepted as they are, time from document to review, and the exceptions caught.

Before it starts
A way to read the documents, and a review step that already exists in your month.

What it does not do
It does not pay, post or file anything.
04
Projects & operations
Projects & operations
Turns activity across projects into a short brief and follow-ups, so nothing waits on someone remembering.
In full
Example work

Collects status from your existing tools
Drafts the follow-ups that are due
Writes a daily brief: moved, stuck, needs a decision

What you would get
A morning brief, and drafted reminders to send or drop.

First workflow
A daily brief for one project, built from the systems you already keep it in. Reminders are drafted, not sent.

Data it needs
The project tool, the shared calendar, and the channels where the work is discussed.

Your team keeps
The project lead owns every commitment and anything sent to a customer or supplier.

How you would measure it
Follow-ups that would otherwise have slipped, and how much of the brief the lead reads and acts on.

Before it starts
Read access to the project tool, and a place the brief can land each morning.

What it does not do
It does not make commitments, move deadlines or contact anyone outside your team.
05
Sales enablement
Sales & account follow-up
Prepares the context before a meeting and the follow-up after, so salespeople walk in informed.
In full
Example work

Researches an account from trusted sources
Writes a meeting brief: what is known, what to ask
Drafts the follow-up and CRM update

What you would get
A one-page account brief with sources, and a drafted follow-up.

First workflow
Meeting briefs for one salesperson’s calendar, for a few weeks. Follow-ups are drafted for them to send.

Data it needs
The CRM, the calendar, and the public and internal sources you want briefs built from.

Your team keeps
The salesperson sends every message and owns every offer. The sales lead picks the accounts.

How you would measure it
Briefs read before meetings, follow-ups sent on time, and how complete the CRM is afterwards.

Before it starts
Read access to the CRM and the calendar, and a draft route for follow-ups.

What it does not do
It does not contact prospects, quote prices or agree terms.
06
Editorial & content
Marketing & content
Assembles a source-backed draft for each piece you publish, so your editor starts from a draft, not a blank page.
In full
Example work

Gathers sources and notes where each came from
Writes the draft to your brief and house style
Prepares a version for each channel

What you would get
Research notes, a draft and channel versions, all marked unpublished.

First workflow
Draft packages for one recurring format, such as a weekly newsletter. The editor checks and publishes.

Data it needs
Your style guide, past pieces that went well, and the sources you consider reliable.

Your team keeps
The editor checks every claim and approves publication.

How you would measure it
Time from brief to a publishable draft, how much of the draft is kept, and corrections after publication.

Before it starts
A brief format, a style guide, and a draft space the editor already works in.

What it does not do
It does not publish, and it does not invent facts or quotes.
07
Research & reporting
Research & reporting
Brings agreed sources into a brief a person can decide from, with gaps and uncertainties marked.
In full
Example work

Reads only the sources you have agreed
Writes a cited summary that flags what is uncertain
Keeps a recurring report current

What you would get
A cited decision brief, and a short list of what could not be confirmed.

First workflow
One recurring report, built from the same sources each time, with every figure traceable to where it came from.

Data it needs
The sources, the report’s previous editions, and who reads it.

Your team keeps
The decision stays with the person. Hiring, clinical and investment decisions are never automated.

How you would measure it
Preparation time returned to the team, and whether the reader found anything wrong in it.

Before it starts
Agreement on which sources count, and a format the report already has.

What it does not do
It does not read beyond the agreed sources, and it does not make the decision.
08
Internal knowledge
Internal knowledge
Makes what your organisation knows easier to find, answering from approved documents and saying so when none exists.
In full
Example work

Answers staff questions with the source shown
Lists documents that are missing, stale or contradictory
Prepares onboarding material from what exists

What you would get
Cited draft answers to common questions, and documents to write or retire.

First workflow
Answering one team’s recurring questions from a defined set of documents, as drafts the team lead reviews.

Data it needs
The documents that count as approved, and who may see which.

Your team keeps
Each document’s owner decides what is current. Access follows your existing permissions.

How you would measure it
Questions answered from a source, questions with no source, and the documents fixed as a result.

Before it starts
A defined document set, and your existing access rules — which it respects rather than works around.

What it does not do
It does not reach past access boundaries, and it does not answer where there is no approved source.

Your business

The work

Your systems

One place to start

Learn more about your crew

Customer support

Website & SEO

Finance administration

Projects & operations

Sales enablement

Editorial & content

Research & reporting

Internal knowledge