# Sales And Marketing Support URL: https://okayrelax.com/services/business/sales-and-marketing-support/ Published: 2026-05-26 Modified: 2026-11-11 --- Business service # A pipeline that doesn’t go cold on Friday. CRM updates, lead follow-up, sales-deck prep, list management. The sales-and-marketing operations work that should be running while you’re on calls. [Book a discovery call](/contact/?inquiry=sales-and-marketing-support) [See business plans](/pricing/business/) Free. About 20 minutes. Most pipelines die in the gaps. Lead came in Tuesday, never got logged. Demo happened Thursday, follow-up didn’t go out until next week. Half-built sales deck still sitting in Drafts. Your dedicated assistant runs the operations layer of sales and marketing. New leads logged within hours. Follow-up sequences sent on schedule. The deck for tomorrow’s demo built tonight, not at 8am tomorrow. Your reps stay on calls; the pipeline stays warm. What we handle ## The work your assistant takes off your reps’ plates. - **CRM hygiene.** New leads logged with source, stage, and notes. Stale records flagged. Duplicates merged. Reps stop having to “do data” between calls. - **Lead follow-up.** Drafts queued from your templates within an hour of a demo or inbound. Reps approve and send, or hand it off entirely on a trust-built sequence. - **Sales-deck prep.** Customized decks for tomorrow’s demo: the prospect’s logo, their numbers, the case study that fits their stage. Built tonight, not at 8am. - **Light copy edits.** Tweaking outbound emails, landing-page copy, one-pagers, RFP responses. Not full copywriting; the day-to-day polish that keeps materials current. - **List management.** Outreach lists pulled from Apollo, ZoomInfo, LinkedIn Sales Nav. Cleaned, segmented, deduped against your CRM before they hit your sequencer. Top 0.1% Of applicants accepted onto our team. Multi-stage screening, real work as the audition, references called. Checked Identity-verified and background-checked. You choose what access to give, and you can remove it any time. Days From intake call to your match. One dedicated assistant after that. How it works ## From discovery to matched, in days. A managed service, not a marketplace. Six steps; the longest ones being the calls. 01 ### Share what’s on your plate. Book a 20-minute discovery call. We walk through your work, your priorities, and what you want to hand off first. This helps us find the right plan for you. 02 ### Kick off with your account manager. Once you’re subscribed, your dedicated account manager gets on a call with just you. This is where we go deeper: your personality, your workflows, how you think, how you communicate, and exactly how you like work done. Everything we need to find the right fit. 03 ### Matched. Based on your kickoff, we select the professional whose background, working style, and experience align with yours. If something feels off, you can ask for a rematch. No drama. 04 ### Get introduced. Your assistant introduces themselves and you take it from there. Schedule a call, hop on a Zoom, or just start working. There’s no forced process, just a real introduction on your terms. 05 ### Get integrated. Share access, fill out your notes, drop in your first tasks. Your assistant gets to work. Your account manager stays close. 06 ### Find your rhythm. Daily handoffs. Weekly check-ins. Your account manager keeps things moving so nothing falls through the cracks. [See how it fits](/how-it-works/) Questions ## Still circling? Will my assistant make sales calls? No. This is operations support, not selling. Drafts go out, calls stay with your reps. If you want managed cold-calling or SDR work, that’s a separate scope; book a call and we’ll find you a match. What CRMs do you work in? HubSpot, Salesforce, Pipedrive, Close, Copper, Zoho, GoHighLevel, Attio, Folk, Streak, plain spreadsheets. We use your seat, your stages, your fields. We don’t migrate you to a new tool. Can my whole sales team share the assistant? Yes. Every Business plan includes shared users: up to 2 on Deep Calm, 3 on Peace of Mind, and 4 on Zen Delegation. Most clients run the assistant as shared sales-ops support across two to four reps. Account manager sets the priority rules so nobody’s ask gets buried. Larger sales teams: book a call. Confidentiality? Pipeline data is sensitive. Assistants are identity-verified and background-checked. You choose what access to give, and you can remove it any time. What if I don’t click with them? Tell your account manager. You can ask for a rematch. No drama. ![An OkayRelax account manager.](/wp-content/themes/theme/assets/images/va-2.webp) Your account manager ## A dedicated account manager. The person you actually talk to. Every account has its own account manager, separate from your dedicated assistant. They run the kickoff, own the match, and are the person you reach if something needs to be rematched, escalated, or just sanity-checked. Every assignment has a quality bar. You aren’t the one chasing it. **One dedicated match.** If your assistant ever needs to change, we run the handover. From clients ## Real reviewers. Real names. Real dates. “They’ve saved me a lot of time dealing with a variety of tasks: canceling and scheduling appointments, booking work trips and vacations, researching, etc. It is really nice having a dedicated assistant and my assistant Anas has exceeded my expectations!” Roy · OkayRelax client · review on VirtualAssistantAssistant.com, August 2018 “It’s like having someone in the office who already knows how you like your tasks done. No wasting time describing each task to a new person each day.” Vonnah Bagner · OkayRelax client · Trustpilot, September 2024 The quickest path ## Book a 20-minute discovery call. Talk to a real person first. Bring what’s on your plate, the tools you’re already using, and where it’s breaking. You leave with a scope, a price, and the name of your match, or the honest answer that this isn’t a fit. [Book a discovery call →](/book-call/) Free. About 20 minutes. No sales pressure. We say if it’s not a fit. Prefer to write it out ### Send the details. We typically reply within one business day. Drop the basics. We typically reply within one business day with a match and a scope. Leave this field emptyYour name *Email *Interested in *Select oneMarketing automation (build or ongoing)Website (build or ongoing)AI agent buildSpecialist: BookkeeperSpecialist: CopywriterSpecialist: Creative ProductionSpecialist: Customer SupportSpecialist: Email Marketing SpecialistSpecialist: Marketing StrategistSpecialist: Sales Development RepSpecialist: SEO SpecialistSpecialist: Social Media / Content CreatorFamily StoriesTravel planningInbox & calendar (personal)ADHD supportOther personal servicesOther / not sure yetTell us a little about what you needSend Typically replies within one business day · No sales pressure ## Keep the pipeline warm. A seasoned professional, matched in days, running sales ops by the end of week one. [Start with Deep Calm](/pricing/business/) [Book a discovery call](/contact/?inquiry=sales-and-marketing-support) Free. About 20 minutes.