Agent role
QuinnDocument & Follow-up Coordinator
Replaces: the coordinator who chases clients for missing paperwork
The person who asks again. And again. Without ever losing patience or the thread.
For any team whose work stalls waiting on somebody else to send something — documents, signed contracts, onboarding forms, payroll inputs, deposits.
What it actually does, and when
Daily
Checks which outstanding items cross a follow-up stage today and drafts the chase for your approval. Which item is overdue, by how many days, and which stage is due is pure date math in code — never guessed.
When an item goes quiet
Past the final stage it stops chasing and hands the item to a named person with the full history attached — rather than emailing someone forever.
Weekly (Monday)
Open-items scorecard — what's outstanding, what's overdue, ageing buckets, and the lines that need a human eye.
Live connections
No connection required.
Needs no integration at all. Your worklist is the source of truth: who owes what, by when, and where to reach them.
Sample deliverable
Illustrative example with placeholder details — never a real customer's data.
The math
A document & follow-up coordinator typically runs $2,800–4,000/mo, part-time to full-time in the US. The Document & Follow-up Coordinator agent is $200 a month — the same as every other role, and it never takes PTO.
Typical US range — a general estimate, not a quote for any specific hire. Over 5 agents and one is on us.
Every follow-up is a draft in your review queue — nothing is sent until you approve it. And it can never state a consequence of lateness (a penalty, a missed deadline) unless you wrote that consequence yourself.