Sales & Revenue Operations

Sales Admin Support

Take the paperwork off your AEs so they can sell.

Book a Call Hire for this

Flat lay illustrating Sales Admin Support - an outbound sales workspace: notebook of call notes, rotary phone, printed pipeline sheet, coffee.

Who this is for

Small sales teams
Founders selling
Agencies

Problems solved

- AEs stuck on admin
- Contracts sit unsigned

What I handle

Proposal formatting

Contract sending + tracking

CRM updates

Post-sale hand-off to delivery

Deliverables

✓ Signed contract log
✓ Post-sale hand-off doc
✓ CRM data audit

Tools

PandaDoc / DocuSignHubSpotNotionGoogle Workspace

Process

01
Standardize
Templates + tracker.
02
Run
Weekly admin block.

Example workflows

- Proposal drafted → sent → tracked → signed → CRM updated → hand-off

KPIs I track

Time-to-sign% deals with clean hand-off

Frequently asked

Do you build proposals?

I format and personalize them from templates you approve.

CRM Pipeline Management

A clean, current, trustworthy pipeline you can actually forecast from.

Sales Reporting

Weekly reports founders and managers actually read.

Reporting & Documentation

Weekly reports and living documentation your team actually uses.

Ready to hand this off?

Tell me a little about your team and this workstream - I'll come back with fit and a starting plan.

Send an inquiry Book a call