01
Pre-call account research and prospect dossiers
Full-cycle sales support: a real account dossier before every call, the follow-up sent before your closer logs back in, the proposal drafted while the meeting is still warm — so your closers spend the day on calls that actually close.
Dedicated · Yours
Same teammate, every day
What they do
Scope flexes to your business. Start with the highest-leverage three to five tasks below and grow the role as your needs come into focus.
01
Pre-call account research and prospect dossiers
02
Demo prep and slide customization
03
Post-call follow-up emails
04
Proposal and SOW drafting
05
Contract revision tracking with your legal team
06
Keeping the CRM current (deal stages, notes, next steps)
07
Weekly pipeline report
08
Ongoing follow-up sequences for warm prospects
Common tools in this role
Closers should be on calls — whether that’s a rep on your sales team or you with your phone. Everything else — the research, the prep, the follow-up, the proposal drafting — is the bottleneck that keeps them from being on more calls.
Our Sales Associates are the engine room behind the closer. They prep every meeting with a real dossier on the company, draft every follow-up before the closer logs back in, and own the CRM so the pipeline reflects reality — not what the rep promised the forecast would say.
Get started
Start with a dedicated teammate — or step in fractional if you only need an hour or two a day.
Dedicated teammate
There throughout your business day
Working on what you need, when you need it
Dedicated staff, available throughout your business day — picking up whatever's piling up: email, scheduling, follow-ups, the work that keeps slipping. You don't fill a job description; you gain a teammate who learns your business and stays for the long haul.
Fractional / part-time
Fractional
When you only need a few hours a day
A few hours a day from a dedicated teammate — perfect for things like social media posting, light email triage, or weekly reports. Not a shared rep splitting time across other clients' accounts; your hours are blocked for you, with the same vetted person every shift.
Building out a team? We place multiple teammates in parallel — say a few customer service reps, or staff you'll train into your own systems. Let's scope it on a call →
Want the numbers? See full pricing →
Pairs well with
Your turn
A 30-minute discovery call with a real person. No slide deck, no hard pitch.
Month-to-month engagement — no long-term contract.
Not ready for a call? Send us a quick note →