You Sell.
We Type.
Stop wasting your most productive hours doing manual data entry. Hire a fully managed Virtual Assistant to review your call recordings, extract action items, and update your CRM with flawless precision.
Sarah Blake (Enterprise)
Deal Stage: Proposal Sent
Key Action Items:
Send updated pricing tier by Friday.
CC the Head of IT on the next invite.
Flawless Integration With Your Tech Stack
Structured Intelligence.
AI transcription tools miss context and can't update custom CRM fields. Our Virtual Assistants provide human-verified accuracy for your most critical meeting data.
Audio & Video Review
We listen to your Zoom, Google Meet, or Loom recordings, absorbing the full context of the conversation, not just the raw transcript.
CRM Data Population
Updating the correct deal stages, filling out custom property fields, and attaching the formatted notes directly to the contact record.
Action Item Extraction
Identifying key deliverables from the call and instantly creating assigned tasks for you or your team members in Asana, ClickUp, or Slack.
Clean Formatting
No more wall-of-text transcripts. We format notes with clean headings, bullet points, bolded keywords, and TL;DR summaries for quick skimming.
Follow-Up Email Drafting
Drafting a polite "Thank you for your time" email summarizing the call's next steps, and saving it in your Gmail/Outlook drafts folder ready to send.
Database Hygiene
Catching passing mentions of new stakeholders ("CC my manager, Bob") and proactively adding their contact info into your CRM database.
The Data Pipeline
From a finished call to a fully updated CRM in 4 simple steps.
Submit Recording
Drop your Zoom cloud link or audio file into our secure portal, or grant us access to your recording software.
Strategy Lock
Your Project Manager defines your specific formatting rules and CRM mapping requirements.
Expert Extraction
The VA reviews the file, formats the notes, and securely updates your CRM records.
Review & Pay
Your system is updated flawlessly. You pay strictly for the VA's transcription/entry hours.
Why Not Just Use AI?
AI transcription tools are great, but they can't navigate your custom CRM fields or understand complex business context. We provide human-in-the-loop accuracy.
AI Bots & Solo Freelancers
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Context Blindness
AI generates massive, unreadable blocks of text and often misinterprets industry jargon or thick accents.
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Incomplete Integration
Bots can dump a note into a file, but they cannot intelligently update 5 different custom deal properties in Salesforce.
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Zero QA Oversight
If an unmanaged freelancer makes a data entry error, it corrupts your CRM reporting, and you are the one who has to fix it.
Managed Data VA
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Intelligent Formatting
Human VAs distill a 60-minute call into a 5-bullet summary that your entire team can read and understand in 30 seconds.
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Free PM Quality Assurance
Your dedicated Project Manager spot-checks the CRM inputs against the recording rules to ensure 100% data integrity.
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Flat Hourly Execution
Pay strictly for the hours spent transcribing and updating. No software limits, no hidden agency retainers.
Predictable Investment.
Premium data entry talent at up to 70% savings.
Part-Time Assistant
20 Hours / Week
Est. $560 USD / Month (4 Wks)
- Pay only for active entry hours
- Dedicated Project Manager Included
- Free data QA verification
- Zero setup or onboarding fees
Full-Time Assistant
40 Hours / Week
Est. $960 USD / Month (4 Wks)
- Pay only for active entry hours
- Dedicated Project Manager Included
- Free data QA verification
- Zero setup or onboarding fees
Data Entry FAQ
Sagedoer operates as a professional agency. All of our Virtual Assistants work under strict, legally-binding NDAs. Furthermore, your recordings are processed directly within your own secure cloud drives (Google Drive/Dropbox) and deleted locally, ensuring your intellectual property is never compromised.
Standard turnaround is within 12 to 24 hours of the file being uploaded. During Phase 2 (Strategy Lock), you can establish specific priority rules with your Project Manager if certain sales calls require immediate same-day entry.
Yes! If you already use tools like Otter.ai, Fireflies, or Fathom, the VA can use those raw transcripts to dramatically speed up their workflow. The VA provides the human element—reading the transcript, fixing errors, formatting the notes, and manually pasting the relevant data into the correct CRM fields.
Get Out of the CRM.
Stop letting data entry steal your selling time. Delegate your meeting notes to Sagedoer and focus on closing the next deal. Reach out today.
