Services · SaaS / tech
A dedicated virtual assistant for your SaaS team.
Your reps should be in calls. Everything around the call, from the list to the follow-up to the forecast, belongs to your assistant.
Sound familiar
The work that eats a revenue team’s week.
Reps spend mornings building lists
Researching accounts and finding contacts is necessary work. It is also not selling.
Trials sign up and disappear
Nobody contacts the trial on day two, the account never activates, and it quietly expires.
The CRM does not match reality
Stages are optimistic, next steps are blank and the forecast meeting becomes an argument about data.
Reporting is a Friday afternoon
Someone exports, pivots and builds the same slides every week.
The work
What your assistant takes over.
One assistant covers all of this. You choose where to start; most businesses add lines as the first ones settle.
Pipeline
Lead research & sequencing
ICP lists verified and sequences kept clean, with replies routed to the right rep.
- Account and contact research to your ICP
- Emails verified before sequencing
- Sequences loaded and monitored
- Replies triaged to reps
Retention
Trial & onboarding follow-up
Every trial contacted and every stalled onboarding chased.
- Day-one trial outreach
- Activation checks and nudges
- Onboarding calls booked
- Renewal and churn-risk lists
Reporting
CRM & revenue reporting
Weekly hygiene and reports built from live data.
- Stages, next steps and close dates chased
- Duplicate and dead records cleaned
- Weekly pipeline and forecast report
- Board slides assembled from live data
Marketing
Content & events support
Marketing that ships on schedule.
- Webinar and event logistics
- Post-event follow-up lists
- Social posts scheduled for approval
- Newsletter assembly
Admin
Founder & team admin
The inbox and calendar run for whoever needs it most.
- Inbox triage
- Calendar and meeting scheduling
- Vendor and tool administration
- Expense and invoice paperwork
Core · Automation
AI automations
Enrichment, routing and summaries that stop being manual.
- Lead enrichment and routing
- Call-note summaries into the CRM
- Churn-risk alerts
- Scheduled report assembly
Capability, shown
What a week can look like.
An illustration of how the work is spread across a week, not a record from a client account. Your week is scoped on the call.
| Day | Your assistant |
|---|---|
| Mon | Pipeline and forecast report sent. Weekend trial sign-ups contacted. Inbound replies routed. |
| Tue | Account research block for two reps. New sequence loaded after email verification. |
| Wed | Stalled onboardings chased and calls booked. CRM next steps chased with reps. |
| Thu | Webinar follow-up list built. Duplicate cleanup. Churn-risk list refreshed. |
| Fri | Board or leadership slides updated from live data. Weekly check-in with you. |
Your tools
Works inside the systems you already use.
No new software to buy. Your assistant logs into yours. Common in this industry:
- HubSpot
- Salesforce
- Apollo
- Outreach
- Salesloft
- LinkedIn Sales Navigator
- Clay
- Intercom
- Gong
- Notion
- Slack
- Google Workspace
Access & confidentiality
What protects your clients’ information.
Before they touch anything
How your assistant is vetted
- Chosen personally by the CEO
- A signed non-disclosure agreement
- A police background check
- References from previous employers
- A psychological assessment
- Ten days of onboarding on your business
While they work
How access is handled
- Your assistant works in your systems under their own login, and you can remove that access at any time.
- You decide what they can reach. CRM permissions can be limited to the objects they work on.
- Everything they see is covered by the non-disclosure agreement they sign before day one.
- Nothing goes out under your name until you have approved the template or script it came from.
Management
How much managing you actually do.
Stays with you
Judgment calls
- Pricing, deal strategy and anything contractual
- Approving sequences, messaging and templates once
- A 20-minute weekly check-in
Handled for you
Everything else, with oversight
- The work itself, owned end to end
- An end-of-day report, every day
- A Clozik supervisor watching the account
- Backup cover when your assistant is out
Risk, removed
The terms, before you ask.
Fit
Not a fit? Replaced free.
If the assistant is not right for your business, we swap them at no cost. You do not have to build a case for it.
Terms
Cancel anytime. No notice.
No lock-in and no notice period. Stop whenever you want; nothing further is owed beyond work already done.
Cover
Out sick? Covered.
A second trained Clozik assistant covers absences, so your work does not stop because a person did.
Oversight
Reported daily. Supervised always.
An end-of-day report, a weekly check-in, and a Clozik supervisor watching the account above your assistant.
Questions
SaaS / tech questions, answered.
Is this an SDR?
It can cover SDR groundwork: research, list building, sequencing and reply routing. Discovery calls and closing stay with your reps.
Can they work in our Slack and tools?
Yes. Your assistant works inside your stack under their own logins and joins the channels you choose.
Which time zone?
Yours. Your assistant works your hours.
We are an early-stage team. Is full-time too much?
Early-stage teams often use one assistant across founder admin, pipeline and CRM. The call is where we work out whether there is a full week of work.
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