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Sales and lead generation support

Keep your sales team organized and focused on building relationships.

Salespeople do their best work in conversations, not in spreadsheets. A sales support assistant handles research, list building, CRM upkeep, and follow-up coordination so more of your team's time goes to people.

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Often handled here

  • Lead research
  • CRM management
  • Prospect list building
  • Appointment setting

Common challenges

Where businesses usually feel the strain.

Reps spend time on research

Finding and qualifying prospects takes hours that could go towards conversations.

The CRM is never quite current

Notes, stages, and contact details lag behind reality when nobody owns the upkeep.

Follow-ups slip

Promising leads cool off when reminders and next steps are not coordinated.

Meetings are hard to book

Back-and-forth scheduling delays conversations that are ready to happen.

What an assistant can handle

Tasks you can hand off.

  • Lead research
  • CRM management
  • Prospect list building
  • Appointment setting
  • Sales pipeline updates
  • Follow-up coordination
  • Sales data entry

Good to know: Assistants support your sales process. Closing deals and negotiating remain with your team, and we make no promises about lead volume or conversion.

Who it suits

Businesses we support.

  • Small sales teams without dedicated sales operations
  • SaaS companies building outbound pipeline
  • Agencies and consultants who sell their own services
  • Real estate and professional services businesses

Example workflow

How a lead might be supported

A simplified example of the support around a prospect, from first research to a booked meeting.

  1. 1

    Define who to find

    You describe your ideal customer and the information that makes a lead worth pursuing.

  2. 2

    Research and build the list

    Prospects are researched and entered into your CRM with the details your team needs.

  3. 3

    Coordinate outreach

    Follow-ups and reminders are tracked, and meetings are scheduled where outreach succeeds.

  4. 4

    Keep the pipeline honest

    Stages and notes are updated so your forecast reflects what is actually happening.

Staffing arrangements

Ways to work together.

Sales support often begins part-time alongside a small team, then grows as the volume of prospects and activity increases.

Part-Time Support

For businesses that need help with selected tasks or limited working hours.

Best for

One task area, such as inbox, bookings or social posts.

  • Flexible working hours
  • Defined task responsibilities
  • Suitable for smaller workloads

Typical setup: 10 to 25 hours a week, one person

Discuss Part-Time Support
Most popular

Full-Time Dedicated Assistant

For businesses that need a remote professional working on a consistent schedule.

Best for

Owners and managers who want one person fully on their workload.

  • Dedicated professional
  • Defined responsibilities
  • Consistent operational support

Typical setup: 40 hours a week, one person

Find a Dedicated Assistant

Dedicated Team

For businesses that need multiple remote professionals across different business functions.

Best for

Growing businesses that need several functions covered at once.

  • Multiple roles
  • Coordinated workflows
  • Scalable staffing arrangements

Typical setup: 3 or more people across different roles

Build My Team

One all-in price, from US$900 a month for a full-time assistant.

The final price depends on the role, experience and schedule. No separate management fee, no hidden costs.

  • The assistant's monthly pay
  • Sourcing, screening and a shortlist you interview
  • Free replacement in the first 30 days if the fit isn't right
  • A shared workspace for tasks, attendance, daily reports and leave
  • Contracts, payouts and account support

FAQ

Questions about sales and lead generation.

Do your assistants make sales calls?

Scope varies by role. Appointment setting is a common request. Tell us what you need and we will discuss what is realistic.

Which CRMs do you support?

Tell us which you use, such as HubSpot, Pipedrive, or Salesforce, and we will look for candidates with experience in it.

Can you guarantee a number of leads?

No. We provide skilled support for your process, not guaranteed outcomes.

Request a proposal for sales and lead generation.

Tell us about your business and what you need help with. We'll come back with a recommendation on the right arrangement.

Business information

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