A CRM set up right that your team will actually use.
Implementation, cleanup, and automation for HubSpot, Salesforce, Pipedrive, and more — built around how your team actually sells.
What's included
- CRM implementation & cleanup
- Pipeline & stage design
- Workflows & automation
- Reporting & dashboards
The CRM is only as good as the setup
Most CRMs underperform because they're configured generically and never cleaned up. A focused setup turns your CRM into a real revenue tool instead of a glorified address book.
What's included
A complete program — strategy through execution and reporting.
Discovery
Map your sales process, data needs, and reporting requirements.
Implementation
HubSpot, Salesforce, Pipedrive, Attio, or whichever CRM fits best.
Data cleanup & migration
Deduplication, enrichment, and clean migration from your old system.
Pipelines & stages
Pipelines, deal stages, and required fields built around how your team sells.
Automation
Lead routing, follow-up sequences, and task automation.
Dashboards & reporting
Reports and dashboards for reps and leadership.
Training
Live training for your team so adoption actually sticks.
How it works
A clear path from kickoff to ongoing results.
- 01
Discovery
We learn your goals, audience, brand, and constraints.
- 02
Plan & setup
A tailored plan with clear deliverables, timelines, and ownership.
- 03
Execution
Assist produces the work internally, with you in the loop.
- 04
Iterate & scale
Ongoing improvements based on feedback and results.
Ready when you are.
Tell us what you need and Assist will take it from there — one conversation, and the rest is handled.
- Senior-level strategy and execution
- Quick turnarounds and easy revisions
- Month-to-month flexibility
- One partner that handles everything
Frequently asked questions
How quickly can we get started with crm setup?+
Most engagements kick off within a few business days. Once we understand your goals, we'll share a clear plan and timeline before any work begins.
How do revisions and feedback work?+
Revisions are included as part of every engagement. Just share your feedback with Assist and we'll turn it around quickly — no back-and-forth on your end.
Is there a long-term contract?+
No long-term contracts. Engagements are month-to-month so you can scale up, scale down, or pause as your needs change.
Who will I be working with?+
You work directly with Assist. You describe what you need, and we take care of everything behind the scenes — so you get expert work without managing anyone.
Will we own the work and accounts?+
Yes. You retain full ownership of all deliverables, files, and any platforms or accounts we work in on your behalf.