Focus on Closing.
Not Data Entry.
Stop losing high-value consulting deals to slow follow-ups and messy pipelines. Hire a dedicated CRM VA to scrub your leads, automate your discovery reminders, and keep your pipeline clean while you focus on high-level strategy.
We manage pipelines inside:
Managed Sales Operations.
Consulting CRMs are only as good as the data inside them. Our VAs ensure your pipeline is a reliable predictor of revenue, not a graveyard of dead leads.
Data Hygiene & Enrichment
Removing duplicates, fixing broken formatting, and enriching lead profiles with LinkedIn data. We ensure your lead data is actionable and complete.
Lead Scrubbing & Qualification
Vetting inbound leads against your Ideal Customer Profile (ICP). The VA flags high-value deals and archives the noise so you only talk to decision-makers.
Automated Nurture Logic
Setting up automated reminders for you to reach out to dormant clients, and managing the drip sequences that keep your consulting firm top-of-mind.
Call Note Transcription
The VA takes your raw call recordings or rough notes and distills them into clean, structured updates inside the CRM contact record. Never lose context again.
Pipeline Health Reporting
Weekly executive summaries on win rates, average deal cycle length, and lead velocity. Know exactly where your revenue is coming from.
Post-Project Offboarding
Automating the request for testimonials, updating client status to 'Alumni', and setting follow-up tasks for 6-month check-ins for upsell opportunities.
Managed Precision vs. Data Chaos.
Your CRM is your firm's most valuable asset. Don't let an unmanaged freelancer handle it with "best effort."
Standard Freelancers
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Messy Pipeline Logic
Unmanaged workers often create duplicate stages, inconsistent tags, and "ghost" deals that haven't been touched in months.
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Security Vulnerability
Granting full CRM access to transient freelancers without a managed oversight layer is a massive data liability.
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You Are the Manager
You spend 5 hours a week explaining your sales process to them. You save time, but lose your mental focus.
Sagedoer Managed VA
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Single Point of Contact
Your Project Manager handles the VA. You talk to the PM. One high-level professional for all your pipeline updates.
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Managed Data Protocol
Our VAs operate in a monitored environment under strict internal NDAs. Your high-value client list is safe and secure.
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Strict USD Production Rates
No complex agency retainers. Pay strictly for the hours spent scrubbing data and managing your pipeline at $6-$7/hr.
The 4-Step Deployment
Structured to clean your CRM and offload your tasks in 48 hours.
Secure Brief
Share your CRM credentials and your "Sales Stage Rules" with your dedicated Project Manager.
Pipeline Audit
The PM audits your current data, identifies duplicates, and builds your custom "CRM Hygiene SOP."
Daily Ops
The VA takes over: inputting leads, tagging behavior, re-activating dead deals, and logging call notes.
Scale & Reporting
Receive weekly pipeline health reports. We only bill for the VA's tracked hours. PM oversight is free.
Transparent Operational Pricing
Scale your consulting firm's sales ops for a fraction of a local Ops Manager's salary.
Part-Time Support
20 Hours / Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free pipeline strategy & QA oversight
- Zero setup or onboarding fees
Full-Time Specialist
40 Hours / Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free pipeline strategy & QA oversight
- Zero setup or onboarding fees
Consulting Ops FAQs
How do we grant the VA access to our CRM safely?
Can the VA handle complex CRM automations (Zapier/Make)?
What happens if I have an urgent pipeline update needed?
Scale Your Consulting Firm.
Don't let your pipeline become your bottleneck. Hire a dedicated managed expert today and focus on delivering high-impact consulting.