Sales support
Sales Virtual Assistants
Most sales time is lost between conversations: notes that never got logged, follow-ups that slipped, proposals half-built in a folder. A sales virtual assistant from The Peak Hire runs that layer for you, inside your CRM and your process, so selling hours go to selling.
What your assistant handles
Concrete examples of work clients delegate. Your scope is set on the discovery call and can change as priorities shift.
Lead follow-up
- Working the follow-up queue on a schedule you set
- Drafting replies for approval in your tone
- Booking follow-up calls and sending confirmations
- Re-engaging dormant opportunities on a cadence
- Logging every touch so nothing is repeated
Pipeline and CRM hygiene
- Creating and updating deal records after calls
- Keeping stages, close dates, and owners accurate
- Merging duplicates and fixing broken fields
- Flagging deals with no activity for your review
- Maintaining pipeline views your team actually uses
Deal support
- Building proposals and quotes from your templates
- Assembling case material and pricing sheets
- Preparing pre-call briefs on the account
- Tracking contract and signature status
- Coordinating handover to delivery or onboarding
Reporting
- A weekly pipeline summary before your sales meeting
- Activity roll-ups by rep or segment
- Win and loss notes captured while fresh
- Tracking which follow-up steps get replies
- Highlighting stalled stages for a decision
Who this is for
- Founder-led sales teams still doing their own admin
- Small sales teams without an operations hire
- Agencies and B2B service firms with long follow-up cycles
- Businesses whose CRM has stopped being trustworthy
- Teams that want reporting without buying more software
How matching works
- Step 01
Map the sales motion
We walk your stages, tools, follow-up rules, and what you will not delegate.
- Step 02
Match on sales experience
We shortlist assistants who have worked pipelines and CRMs, not just general admin.
- Step 03
You interview
You meet the proposed assistant before committing and judge the fit yourself.
- Step 04
Onboard and set the rhythm
Access, playbook, approval boundaries, and a weekly reporting cadence.
Questions people ask
Will a sales assistant close deals for me?
No. Your assistant supports the selling motion: following up on leads you approve, keeping records accurate, preparing proposals, and chasing next steps. Negotiation and closing stay with you or your reps.
Do you promise a number of leads or a conversion rate?
We do not. Results depend on your offer, list quality, pricing, and market. What we commit to is a screened assistant who works your process consistently and reports what happened.
Who writes the outreach messaging?
You approve the messaging. Most clients hand over a template and tone guide, and the assistant drafts variations for approval before anything is sent from your systems.
Which sales tools can they work in?
HubSpot, Salesforce, Pipedrive, Close, Zoho, Google Workspace, Outlook, Slack, and whatever sequencing tool you already pay for. Paid seats stay on your subscription.
How quickly can the assistant start on my pipeline?
After we understand your needs, we’ll explain the matching timeline and next steps. The exact timing depends on the role and the fit required. Once matched, onboarding starts with access, your playbook, and clear approval boundaries.
Ready to hand this off?
Tell us the tasks and the hours you need. Plans are month-to-month with a 14-day match guarantee, and after we understand your needs we'll explain the matching timeline and next steps.