Your own Chief of Staff assistant.

Set up around you: your name, your calendar, your inbox, and the way you work. It keeps track of what's coming up, reminds you before things slip, and keeps your inbox under control. You don't have to learn new software or keep anything running yourself.

See plans

What I do

I set it up, I look after it, and I adjust it whenever your needs change.

Chief of Staff AI

A personal assistant configured just for you — built for busy professionals like insurance agents who handle reminders, renewals, calls, and emails every day.

eBay help

Hands-on help getting your eBay selling organized.

Canva design

Clean, professional designs made in Canva for your business.

Three ways to work together

Move up or down a plan whenever you need to.

Basic

$200/month
  • Keeps your calendar organized and adds appointments for you
  • Sorts through your email each day and points out what really needs you
  • Reminds you ahead of every policy renewal, so none sneak up on you
Popular

Middle

$500/month
  • Everything in Basic, plus:
  • Drafts follow-up emails to your clients for you to review and send
  • Sorts your inbox by policy type (auto, home, life, and so on) so you can find things fast

Top

$1,000+/month
  • Everything in Middle, plus it runs the whole process for you:
  • New client requests from your website form come straight in and get organized
  • Your client records are updated automatically
  • Policy documents and paperwork are filed in the right place
  • Most of the routine work happens without you lifting a finger

Exact price depends on how many tools and systems we connect, agreed together before starting.

One-time setup fee: [SETUP FEE — to be confirmed] to configure your assistant, connect your calendar and email, and set it up around your schedule.

Let's make your days a little easier.

Tell me which plan feels right, or call and we'll talk it through. Happy to start with Basic so you can see how it works.

Email hello@leverlysi.com