Your pipeline should tell the truth.

Keeping your CRM current and your pipeline moving: record cleanup and maintenance, duplicates and required fields, stage updates, next-action tracking, interaction logging, follow-up coordination and sequences, inbound response and basic qualification within agreed boundaries, appointment coordination, dormant-lead reactivation with approved messaging, stale and stalled-record flagging, template and workflow upkeep, and pipeline reporting. The exact scope is defined during VA Success Setup™.

No. An SDR or Sales VA is hired to generate and advance sales conversations. A CRM & Pipeline Remote Assistant maintains the pipeline: records, stages, follow-up, inbound routing, and visibility. They can support the sales process, but they don't close, negotiate, set pricing, or run uncontrolled cold outreach. The Remote Assistant maintains the pipeline. The sales function still sells.

If that's part of the agreed role, yes — using approved templates, your brand voice, qualification criteria, escalation rules, and consent and communication requirements. They know what they may answer, what they may ask, when they may book, and when a salesperson needs to take over.

Yes, when it's in scope. Appointment coordination from inbound interest follows the handoff rules set during setup: who gets booked, with whom, and what gets logged to the record.

Yes. Routine cleanup — duplicates, outdated contacts, incomplete fields, stale stages, missing owners and next actions — is core to the role. How long it takes depends on the size and condition of the data, so we look at the current state during setup instead of promising a universal timeline.

Then maintenance alone won't fix it. If the pipeline design, automations, integrations, or data model need rework, we may recommend a TSG Systems / CRM review or implementation project first, so the Remote Assistant has a sound system to maintain.

Remote Assistants can be matched based on the CRM and tools your business already uses — including common platforms like these, as well as tools such as ActiveCampaign and Keap. Platform experience and requirements are confirmed during scoping and matching rather than assumed.

Yes, using approved messaging and an agreed process: which records qualify, what gets sent, how responses are captured, and when a reactivated lead goes to sales. There's no promise about how many will respond.

Yes. Monitoring existing workflows, running approved sequences, keeping templates current, and flagging when something stops working are within scope.

Small, routine adjustments inside an existing setup may be scoped in. Designing new automation architecture, major integrations, or changes to your data model is systems work — that's where a TSG Systems / CRM project fits.

Your stage definitions do. During setup we agree on what each stage means and which moves the Remote Assistant can make from logged activity. Moves that require a sales judgment stay with the salesperson who owns the opportunity.

Through the qualification criteria and escalation rules defined in VA Success Setup™. When a lead meets the agreed threshold, asks something outside the boundaries, or needs a decision, it's routed to the right salesperson with context.

Through a reporting cadence agreed during setup — for example, a regular pipeline note covering new inbound leads, leads awaiting response, opportunities without a next action, stalled opportunities, appointments booked, and records needing cleanup. It's only as good as the records underneath it, which is why those come first.

Role Clarity, Delegation Mapping, Communication & Workflow Setup, a Structured Launch, and a 30-Day Success Plan with checkpoints. For this role it covers your CRM platform, pipeline structure and stage definitions, required fields, lead sources, ownership rules, qualification criteria, follow-up expectations, approved messaging, appointment handoff, escalation rules, stale-opportunity rules, reporting cadence, existing automations, user permissions, and the current condition of your data. It isn't a full CRM audit or rebuild unless that's explicitly in scope.

Part-time is approximately 20 hours per week, starting at $1,197/month — often focused on record hygiene and next-action tracking. Full-time is approximately 40 hours per week, starting at $1,797/month — broader ownership that may include inbound response, follow-up, appointment coordination, and reporting. Both are starting prices and include VA Success Setup™.

We'll talk through how your pipeline works today, where the record drifts, and whether this role, a Systems / CRM project, or both makes sense. If it's a fit, we define scope and begin VA Success Setup™ and matching. Timing depends on scope and matching, and we'll give you a realistic picture on the call.