Virtual Sales Assistant
Keep your sales engine running at full speed with our Virtual Sales Assistants. They work behind the scenes — and sometimes front and center — to support your sales team with admin tasks, customer communications, and deal coordination. From organizing your CRM to preparing customized proposals, they help create a seamless experience for your prospects and clients.
Our VAs are trained to understand your sales cycle, tools, and tone, ensuring they act as an extension of your team — not just a task-doer.
What We Do for You:
1. Sales Material Preparation
Make every pitch count with polished, professional sales documents created or assembled by your assistant. Whether it’s a follow-up email or a full proposal, we help you stay consistent and on-brand.
Services Include:
- Drafting and formatting sales decks, one-pagers, or PDF brochures
- Writing customized follow-up emails based on prospect interactions
- Preparing pricing sheets, quotes, and order forms
- Compiling case studies and testimonials into presentation-ready formats
Ideal For: Sales reps and business owners who want fast, high-quality materials without slowing down outreach.
2. CRM & Pipeline Management
A messy CRM means missed opportunities. Our assistants keep your pipeline organized, updated, and reflective of real-time sales activities.
Services Include:
- Entering leads and updating opportunity stages
- Logging calls, emails, and meeting outcomes
- Managing deal status, notes, and follow-up tasks
- Pulling pipeline reports and sales activity dashboards
Ideal For: Teams using tools like HubSpot, Salesforce, Zoho, or Pipedrive who want accuracy without admin overload.
3. Follow-Up & Reminder Scheduling
Following up is where deals are often won — or lost. Your VA ensures you’re always on time with responses and check-ins.
Services Include:
- Sending reminders for upcoming client calls, demos, or contract deadlines
- Triggering personalized follow-ups after no-shows or cold leads
- Monitoring inboxes or CRMs for missed touchpoints
- Coordinating across calendars and time zones
Ideal For: Busy sales teams juggling multiple prospects or long sales cycles.
4. Sales Coordination & Admin Support
We handle the operational side of sales, freeing your team to focus on the conversation, not the coordination.
Services Include:
- Assisting with quote generation, pricing confirmations, and invoice creation
- Coordinating product samples, trial requests, or onboarding kits
- Preparing contracts and digital signature documents
- Syncing with fulfillment or customer success teams for seamless handoffs
Ideal For: Agencies, SaaS companies, and product-based businesses managing complex or high-volume sales workflows.
5. Communication & Client Engagement
Let your VA be the friendly, professional liaison between your team and prospects — keeping the conversation warm and timely.
Services Include:
- Responding to client questions or FAQs via email or chat
- Confirming appointments and sending pre-call materials
- Sharing case studies, testimonials, or onboarding guides
- Managing thank-you messages or win/loss follow-up communications
Ideal For: Any sales-led business that values a great client experience throughout the journey.
Why Choose Our Virtual Sales Assistants?
- 📈 Sales-Savvy: Our VAs understand sales psychology and workflows
- 🧠 Proactive Support: Not just reactive task-doers — they help anticipate what’s next
- 🛠️ Tool-Smart: Proficient with CRM systems, e-sign platforms, and cloud storage
- ⏱️ Time-Saving: Let your reps sell more by doing less admin
Perfect For:
- Inside sales teams who need backend support
- Agencies and consultants handling multi-stage sales funnels
- Founders or sales directors who want to scale outreach without growing headcount