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Sales Support & Lead Follow-up

Help keeping your pipeline tidy, following up leads promptly and preparing quotes so opportunities aren’t missed.

A virtual assistant managing a shared calendar and inbox on a laptop

Tasks this role can handle

Lead follow-up

  • Responding to new leads quickly
  • Sending follow-up emails and reminders
  • Booking calls and meetings for you
  • Tracking who needs a nudge

CRM and pipeline

  • Adding and updating contacts and deal notes
  • Keeping pipeline stages up to date
  • Cleaning and organising lead lists
  • Weekly pipeline summaries

Quotes and proposals

  • Preparing quotes from your templates
  • Formatting proposals and presentations
  • Sending quotes and following them up
  • Recording outcomes: won, lost or pending

Business problems it helps solve

Leads go cold

Every enquiry gets a timely reply and a follow-up plan, so fewer opportunities slip away.

Your CRM is out of date

Contacts, notes and deal stages are kept current instead of living in your inbox or head.

Quotes take too long to go out

Quotes are prepared from your templates and sent while the customer is still interested.

Follow-ups depend on your memory

Reminders and next steps are tracked, so you can focus on conversations that need you.

Example weekly workload

Illustrative only

One way a part-time week might be structured. Your assistant's week would be shaped around your own priorities.

Monday
New lead follow-upPipeline review list
Tuesday
Follow-up emailsBooking discovery calls
Wednesday
CRM updatesList cleaning
Thursday
Quote preparationQuote follow-ups
Friday
Weekly pipeline summaryPrep for next week

Matching and onboarding

  1. Step 1

    Tell us what you need

    Share the tasks, hours and tools involved through a discovery call or enquiry form.

  2. Step 2

    Meet suitable candidates

    We shortlist people whose skills and availability match your brief, and you interview them.

  3. Step 3

    Choose your assistant

    You decide who’s the right fit. We help confirm the role outline, hours and start date.

  4. Step 4

    Onboard and get started

    We help plan access, handover notes and the first weeks so work begins with clear expectations.

Related services

FAQs

Questions about virtual assistance

Answers reflect our proposed approach. Anything in brackets will be confirmed before launch.

Ask us on a call

Let’s make room for what matters.

Tell us what's taking up your week. We'll talk through the work you could hand over and what the right support might look like.