Path 2 / Step 2 of 4

Professional services: choose a specific lane.

Pick the subcategory that feels easiest to understand or sell into. The goal is direction, not perfection.

Accounting & bookkeepingMonthly close reminders, document chasing, owner reports.Legal adminIntake, document summaries, status updates, client prep.InsuranceRenewal alerts, lead qualification, policy Q&A, claim prep.Architects & engineersRFP summaries, proposal prep, project documentation, client updates.RecruitingCandidate screening, interview prep, role matching, status updates.ConsultantsResearch packets, client dashboards, proposal drafts, follow-up.