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Full Service Directory

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This is the full picture of what's available across the Inity Solutions ecosystem. Browse by department or business function, find what you need, and let's talk about the right way to deliver it for your business.

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This directory demonstrates the breadth of capabilities available through Inity Solutions. It does not imply every service listed is automatically included in every engagement. Service availability and level of involvement vary by tier. Some services are executed directly within your retainer, some involve Inity specialists, and unusually large net-new builds or intensive implementation projects may require separate scope. The higher the engagement tier, the greater Inity's level of judgment, ownership, oversight, management, and executive leadership.

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Executive inbox management
Calendar management
Complex scheduling
Meeting scheduling and coordination
Meeting preparation and agendas
Meeting notes and action-item tracking
Executive follow-through
Executive correspondence and communications
Professional email drafting
Stakeholder communications
Client communications
Vendor communications
Board and leadership meeting preparation
Presentation development and formatting
Executive briefs
Research and information synthesis
Decision-support research
Travel research, booking, and itinerary prep
Expense and invoice administration
Priority, deadline, and deliverable tracking
Executive project support
Special projects
Confidential administrative support
Cross-functional follow-up
Digital file and document organization
Event coordination
Decision tracking
Executive continuity during travel or leave
Communication between executives and teams
Communication between executives and partners
Administrative problem-solving
Acting as an executive right hand
Turning loosely defined requests into completed work
General administrative support
Data entry and database management
Document formatting
Spreadsheet management
File and shared-drive organization
Record organization
Research
Vendor coordination
Appointment coordination
Task and deadline tracking
Internal communications
Administrative reporting
Recurring administrative workflows
Form and survey administration
Business information updates
Contact management
Digital asset organization
Routine correspondence
Operational follow-up
Administrative workflow coordination
Client onboarding
Welcome communications
Onboarding checklists
Customer journey execution
Client nurture and check-ins
Appointment reminders
Deliverable follow-up
Client request tracking
Customer support coordination
Customer issue escalation
Milestone tracking
Retention support
Renewal and re-engagement campaigns
Referral programs and follow-up
Review and testimonial campaigns
Client appreciation and gifting
Customer database management
Client portal updates and administration
Customer experience auditing
Customer journey mapping
Touchpoint improvement
Service-delivery handoff improvement
Communication workflow development
Customer experience KPIs
Client escalation workflows
Client feedback systems
Customer survey deployment
Client lifecycle coordination
Identifying friction in the customer journey

Sales is a major Inity Solutions capability and receives substantial attention across all engagement tiers.

Lead management and qualification
Prospect research and follow-up
Appointment setting and confirmation
No-show follow-up
Warm-lead and database nurture
Database reactivation
Referral outreach
Business development
Inside sales coordination
Sales administration
Account Executive support
Pipeline management and cleanup
Opportunity management
CRM discipline
Sales cadence execution
Proposal coordination and follow-up
Quote follow-up
Sales presentation development
Sales collateral support
Sales meeting preparation and leadership
Pipeline review meetings
Sales KPI development and tracking
Lead-response and follow-up accountability
Conversion tracking and analysis
Lead-source analysis
Stalled-opportunity identification
Revenue-leak identification
Sales-process development and improvement
Sales workflow design and implementation
CRM sales architecture
Sales reporting and dashboards
Sales enablement
Script development and refinement
Objection-handling development
Individual and team sales coaching
Sales-process coaching
Accountability coaching
Sales skill-gap identification
Sales training and team development
Sales manager support
Inside-sales leadership
Marketing-to-sales alignment
Lead handoff processes
Revenue operations support
Strategic partnership support
Customer expansion initiatives
Sales-team oversight and leadership
Executive sales support
Marketing campaign planning and implementation
Campaign management and coordination
Marketing calendar development and management
Cross-platform campaign coordination
Campaign reporting and analytics
Campaign effectiveness review
Marketing project management
Marketing manager support
Messaging coordination
Creative direction
Lead-generation campaign support and oversight
Lead magnets
Promotional campaigns
Launch support
Marketing asset coordination
CTA development and effectiveness review
Conversion-path improvement
Marketing analytics
Marketing-to-sales alignment
Marketing workflow development
Marketing operations and automation
Audience and database segmentation
Marketing reporting
Campaign optimization
Marketing vendor and specialist coordination
Marketing performance oversight
Fractional marketing oversight
Social media planning and scheduling
Social media publishing
Social content coordination
Social calendar management
Platform administration
Community management
Engagement support
Social campaigns and implementation
Social advertising coordination
Graphic and social asset coordination
Social media reporting and analytics
Cross-platform social coordination
Social-to-lead CTA implementation
Social lead-generation workflows
Social campaign optimization
Social media specialist oversight
Email campaign creation and deployment
Newsletter creation and deployment
Email calendar management
Lead nurture sequences
Client nurture sequences
Re-engagement and reactivation campaigns
Welcome sequences
Onboarding email sequences
Follow-up sequences
Event and webinar email campaigns
Promotional emails
Referral campaigns
Review and testimonial campaigns
Email segmentation and contact tagging
Email automation
Email CTA optimization
Email campaign reporting
Open and click performance review
Email-to-sales handoffs
Email workflow testing and optimization
Content planning and calendars
Blog and article publishing
Content formatting and repurposing
Newsletter content
Lead magnet coordination
Resource publishing
Case study support
Testimonial content
Podcast planning and coordination
Podcast guest coordination
Podcast scheduling and production workflow
Podcast publishing and distribution
Podcast promotion
Podcast content repurposing
Podcast social assets
Podcast email promotion
Podcast CTA strategy
Webinar and virtual-event support
Event promotion
Cross-platform content distribution
Content analytics
Authority-building initiatives
Content-to-lead workflows
Thought-leadership execution
Website content, copy, and image updates
CTA, form, and link updates
Team page, bio, and testimonial updates
FAQ and service page updates
Blog and resource publishing
Landing page updates
Lead magnet pages
Contact, application, and form pages
Thank-you pages
Conversion-path updates
Basic SEO and metadata implementation
Content optimization
Website link auditing
Website issue identification
Digital asset management
Website maintenance
Website conversion review
Website-to-CRM coordination
Client and course portal updates
Website analytics coordination
Major project services may also include
New website builds
Full website redesigns
Website migrations
Major landing-page builds
Site architecture
Custom HTML pages
Major integrations
Conversion-focused site rebuilds

Major net-new builds may require separate project scope.

CRM setup support and administration
CRM cleanup and data hygiene
Contact management and segmentation
Tagging and lifecycle-stage management
Pipeline development, configuration, and cleanup
Opportunity and lead routing management
Sales and client pipeline workflows
Lead-source tracking
Activity tracking
CRM reporting and dashboards
CRM discipline
Duplicate cleanup and field organization
Form and calendar-to-CRM workflows
Marketing-to-CRM handoffs
Sales-to-client handoffs
CRM automation
CRM adoption support and training
CRM process development and optimization
CRM migration support
Practical AI opportunity identification
AI workflow design
AI-assisted research
AI-assisted content, marketing, and admin workflows
AI-supported customer and sales workflows
AI-supported training and knowledge systems
Prompt development and libraries
AI workflow documentation
AI adoption support
AI tool evaluation and implementation
AI-assisted reporting
AI-powered internal knowledge workflows
AI-supported lead nurture
AI-supported operational workflows
AI use-case prioritization
AI training for teams
AI governance and process support
AI specialist coordination
Major AI projects may include
Complex AI workflow builds
Major AI implementation programs
Custom AI operational systems
AI knowledge-base projects
AI-enabled business process redesign
Workflow creation, updates, and troubleshooting
Workflow optimization
Lead routing and follow-up automation
Appointment and no-show automation
Client and lead nurture automation
Review-request automation
Referral automation
Onboarding automation
Internal notification workflows
Task and sales automation
Marketing and CRM automation
Client-experience automation
Internal operations automation
Reporting and form automation
Calendar and pipeline automation
Data handoffs
Workflow testing and documentation
Automation adoption support
Automation opportunity identification
Automation roadmap development
Reducing repetitive manual work
Automation specialist coordination
Major automation projects may include
Complex automation architecture
Multi-platform integrations
Large automation ecosystems
Full workflow redesign
Major automation migrations
SOP creation, documentation, and updating
SOP organization and libraries
Process documentation and mapping
Workflow mapping and improvement
Systems organization and cleanup
Operating checklists
Responsibility matrices
Process ownership and accountability
Identifying process gaps and broken handoffs
Identifying redundant processes
Workflow standardization
Repeatable workflow development
Process implementation and training
Systems adoption and oversight
Cross-functional process integration
Operational documentation
Technology and process alignment
Building scalable operating systems
Operational, department, and role playbooks
Client journey and sales process playbooks
Onboarding and training documentation
Major systems projects may include
Complete operational-system design
Full department infrastructure
Large playbook builds
Major process redesign
Company-wide SOP architecture
Project planning, coordination, and management
Project tracking and timeline management
Deadline and deliverable management
Project meetings
Implementation planning and support
Cross-functional coordination
Resource, vendor, and technology coordination
Stakeholder communication
Risk and issue tracking
Accountability and progress reporting
Project documentation
Launch coordination
Change implementation
Special, executive, and operational projects
Marketing, sales, systems, and technology projects
Process implementation
Post-launch follow-up
Operational oversight and planning
Priority management
Executive implementation
Business process review
Bottleneck identification
Cross-functional and department coordination
Systems and workflow oversight
Process improvement
Operational meeting leadership
Leadership meeting facilitation
Project prioritization
Operational accountability
Ownership clarification
Decision follow-through
Business rhythm development
Leadership continuity
Escalation management
Operational problem-solving
Operational dashboards and KPI review
Team and department accountability
Manager support
Vendor management
Operational reporting
Operational infrastructure development
Capacity and organizational design support
Fractional COO Lite
Full Fractional COO leadership
Executive operations
Strategic implementation
Team coordination, oversight, and management
Team meeting leadership
Operational huddles and accountability meetings
Manager and team-lead support
Manager and team-lead coaching
Role clarity and responsibility clarification
Team KPI development and accountability
Commitment and performance tracking
Performance-support conversations
Execution issue resolution
Communication improvement
Cross-functional teamwork
Team capacity review
Team workflow improvement
Leadership continuity
Team-development support
Delegation improvement
Management-rhythm development
First-time manager support
Leadership development
Team and employee office hours
Operational coaching
Escalation support
Workforce and capacity planning
Hiring-needs analysis
Role design and clarification
Job description creation
Recruiting strategy
Candidate sourcing and screening
Resume review and candidate tracking
Interview process design and scheduling
Interview participation and evaluation
Hiring workflow management
Offer-process coordination
Contractor sourcing and screening
New-hire and contractor onboarding
Onboarding and training plans
Role scorecards and KPIs
Performance-support processes
Manager support
Team feedback systems
Performance improvement support
Offboarding and knowledge transfer
Role redesign and responsibility reassignment
Training coordination
People and process diagnosis
Mentorship program development and implementation
Leadership development programs

Legal employment matters, regulated HR work, specialized compliance, and employment-law advice require appropriately qualified professionals when applicable.

Onboarding checklist development and administration
Information collection
Payroll onboarding coordination
System and email access coordination
Platform access and equipment coordination
Team introductions
Training scheduling and coordination
Role documentation and responsibility communication
KPI setup and role scorecards
Onboarding milestones and manager check-ins
Contractor and vendor onboarding
Access and completion tracking
New-hire documentation coordination
Ensuring new team members have what they need to work effectively
Offboarding planning and checklists
Transition meetings
Knowledge-transfer coordination
Project handoffs
Client and account reassignment
System-access removal coordination
Email and platform changes
Equipment-return coordination
Contractor and vendor offboarding
Responsibility transfer
Documentation updates
Internal communication coordination
Payroll-provider coordination
Final administrative closeout
Transition documentation and continuity planning

Administrative and operational support only. Not CPA, controller, or tax work.

Invoice administration, creation, and distribution
Invoice and accounts-receivable tracking
AR follow-up and client payment reminders
Accounts-payable coordination
Vendor invoice organization
Approval and payment-due-date tracking
Expense and receipt organization
Transaction and contractor invoice documentation
Recurring expense tracking
Basic financial administration reporting
Financial-document preparation
Coordination with bookkeepers and accountants
Coordination with payroll providers
Financial-administration process improvement
Financial deadline tracking
Leadership visibility into recurring obligations
Liaison with bookkeeping providers
Document gathering and missing-document follow-up
Receipt and expense documentation
Transaction and vendor documentation
Bookkeeping deadline tracking
Routine bookkeeping-question coordination
Administrative discrepancy identification
Preparing information for bookkeepers and accountants
Maintaining bookkeeping workflow visibility
Coordinating team inputs
Bookkeeping process improvement
Bookkeeping oversight at appropriate tiers

Inity does not replace the client's CPA, accountant, tax advisor, or formal bookkeeping and accounting provider when specialist professional services are required.

Payroll deadline tracking
Timekeeping and payroll input coordination
PTO and time-off tracking
Commission tracking using established methods
Bonus tracking using approved processes
Contractor payment coordination
New-hire payroll setup coordination
Employee and contractor information coordination
Payroll approval follow-up
Payroll-provider liaison
Administrative discrepancy identification
Routine payroll problem coordination
Payroll workflow improvement
W-9 requests, tracking, and follow-up
Contractor file and documentation administration
Year-end documentation readiness support

Inity does not replace the client's payroll provider, accountant, or legal and compliance professional.

Vendor research and coordination
Vendor communication and onboarding
Vendor documentation and invoice coordination
Vendor performance follow-up
Contractor and agency coordination
Technology and marketing vendor coordination
Bookkeeping and payroll provider coordination
Project vendor management
Contract-renewal and recurring-service tracking
Vendor offboarding
Vendor workflow development
Role, department, and operational playbooks
Sales and client-service playbooks
Onboarding and training documentation
Training plans and coordination
New-hire training support
System, CRM, and process training
Sales training and coaching
Team-lead and manager training
AI and automation adoption training
Knowledge-transfer documentation
Training libraries and internal resource organization
Mentorship-program development and implementation
Mentor training
Skill-development programs
Manager and team-lead coaching
Delegation development
Communication development
Accountability
Role clarity and priority management
Meeting leadership and effectiveness
Decision follow-through
Performance conversations
First-time manager support
Leadership rhythms and management systems
Mentorship structures
Leadership continuity
Team-development initiatives
Executive support
Leadership accountability
KPI identification and development
Role, team, and department KPIs
Sales, marketing, and client experience KPIs
Operational KPIs
KPI dashboards and reporting
KPI review
Trend analysis
Accountability and commitment tracking
Missed-target follow-up
Performance visibility
Executive and department dashboards
Activity-to-outcome analysis
Identifying vanity metrics
Reporting rhythms and accountability meetings

Know what matters. Know who owns it.
Know whether it happened. Know what we're doing about it.

Marketing and sales analytics
Pipeline and CRM reporting
Lead-source reporting
Campaign and social performance reporting
Email analytics
Client experience reporting
KPI and operational reporting
Executive dashboards
Reporting coordination and data organization
Performance trend review
Conversion and funnel analysis
Business visibility improvement
Reporting-process design
GoHighLevel administration
CRM administration and configuration
User and access administration
Calendar, form, and survey setup
Pipeline setup and contact management
Client and course portal administration
Website platform administration
Marketing and social platform administration
Technology troubleshooting
Vendor and platform coordination
Technology documentation and adoption support
Tool evaluation
Technology-stack organization and optimization
Migration coordination
Client portal administration and updates
Resource uploads and user-access management
Client onboarding within portals
Course portal updates and module uploads
Resource organization and forms
Client communications
Technology coordination and troubleshooting
Portal workflows and client-experience integration
Major portal projects may include
Full client portal builds
Full course-platform builds
Technology migrations
Custom digital delivery ecosystems
Webinar coordination and scheduling
Webinar registration and email campaigns
Webinar follow-up
Virtual-event coordination and communications
Registration administration
Speaker and guest coordination
Meeting logistics
Team, leadership, and sales meetings
Training sessions and workshops
Event follow-up and lead nurture
Event-to-sales workflows

For appropriate higher-level engagements, Inity capabilities may extend into the following. Exact executive scope is determined by the engagement.

Fractional COO
Fractional Executive
Fractional Executive Assistant
Executive Sales leadership
Fractional Marketing and CMO-type oversight
Technology and CTO-type coordination
Chief-of-Staff-type support
Executive Operations
Hybrid executive functions
Custom embedded executive roles
Cross-functional executive leadership
Remote executive leadership
Hybrid remote and on-site executive leadership

On-site and hybrid executive capability is available through qualifying custom executive engagements. Travel and on-site requirements are separately defined within qualifying custom engagements.

Inity may provide separately scoped major projects. Retainer clients receive preferred pricing. Tier 4 clients may receive substantially preferred rates on qualifying major builds.

Full website builds and redesigns
Large landing-page ecosystems
Full client portals
CRM implementations and migrations
Technology-stack migrations
Complex automations
Extensive AI implementation
Entire department builds
Role architecture
Complete role playbooks
Training infrastructure
New business systems
Major process redesign
Organizational restructuring
Sales-system builds
Marketing and sales integration
Client-experience redesign
Large mentorship and training programs
Large operational implementations
What makes Inity different

We don't just tell you what should happen.
We help make it happen.

Strategy without execution is just a plan sitting in a document nobody reads. Every service in this directory exists to move something forward, build something that holds, or free someone up to focus on what they're actually here to do.

People.
Systems.
Sales.
Marketing.
Technology.
Execution.
Leadership.

These aren't departments. They're the connective tissue of every business that actually works. Inity helps you connect them.

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Don't see exactly what you need?

Our clients rarely fit neatly
into one job description.

Tell us what's sitting on your list, where things are breaking down, or what your team needs help carrying. We'll help figure out the right level of support.

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