CRM & project management support for media & publishing teams

Managing advertiser relationships, editorial calendars, and production timelines in the same week is the norm in media and publishing — not the exception. When contact records go stale, deadlines slip, or campaign deliverables fall through the cracks, it's usually because no one owns the system. A Trusty Oak EA takes ownership of that operational layer so your team stays focused on content and client relationships.

100+ tasks completed in this service category across our client base.

Fractional crm & project management support for media and publishing companies

How Trusty Oak handles crm & project management for media and publishing companies

A Trusty Oak EA embedded in a media or publishing business typically works inside tools like HubSpot, Salesforce, Asana, Monday.com, or Trello to keep your CRM data clean and your project boards current. On the CRM side, they update advertiser and sponsor contact records, log outreach activity, track deal stages for ad sales pipelines, and flag stale opportunities that need follow-up. On the project management side, they maintain editorial calendars, create and assign tasks for content production cycles, track contributor deadlines, and surface bottlenecks before they become missed publication dates. Your role is to make decisions and handle relationship-sensitive conversations — the EA handles the system upkeep and status tracking that makes those conversations possible.

What your EA takes off your plate

Before your EA starts, export your current CRM contacts and note which pipeline stages actually reflect your sales process — don't hand over a generic template and expect it to fit. The most common mistake is giving an EA access to the tools without a 30-minute walkthrough of how your team actually uses them; what's in your CRM and what's in someone's inbox are often two different realities, and that gap is what your EA needs to close first.

1

Ad Sales Pipeline Maintenance

Update deal stages, log call notes, and flag dormant advertiser or sponsor opportunities in HubSpot or Salesforce so your sales team always has an accurate pipeline view.

2

Editorial Calendar Management

Build and maintain content production schedules in Asana or Monday.com, assigning tasks to writers, editors, and designers with accurate due dates tied to publication windows.

3

Contributor & Freelancer Deadline Tracking

Create task cards for each commissioned piece, track submission and revision deadlines, and send reminder follow-ups to contributors before deadlines are missed.

4

Contact Database Cleanup & Segmentation

Audit and deduplicate CRM records for media contacts, PR sources, advertisers, and distribution partners, then apply tags or list segmentation to support targeted outreach.

5

Campaign Deliverable Tracking

Set up and manage project boards for branded content or sponsored campaign deliverables, logging asset statuses, approval stages, and go-live dates so nothing ships late or incomplete.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Asana
Notion
Salesforce
HubSpot
Monday.com
ClickUp

...and many more!

Trusted by media and publishing companies

Trusty Oak supports media and publishing companies including An Arm And a Leg, IDSCO, Susan B. Trachman, MD — handling everything from crm & project management to broader operational support.

What crm & project management support costs for media and publishing companies

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
~$35/hour
15 hours $525
Specialists
~$50/hour
10 hours $500
Fractional Executives
~$95/hour
5 hours $475
Your monthly budget
$1,500

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently Asked Questions

Your EA works inside whatever CRM you're already using — HubSpot, Salesforce, Zoho, and similar platforms are all common in media and publishing environments. There's no requirement to change tools, and your Client Success Manager will factor your existing tech stack into your Strategic Delegation Plan during onboarding.
It's actually one of the more common situations Trusty Oak EAs step into. Your EA can help document and standardize the workflow as they go, building repeatable processes in your project management tool based on how your team actually operates. The goal is a system your team will use, not a theoretical one.
Your monthly Talent Budget hours can flex across whatever tasks are most pressing — heavier CRM cleanup one month, more editorial calendar work the next. Unused hours roll over, so a slower production month doesn't mean wasted budget.

Get your editorial and advertiser operations under control

Trusty Oak has logged 141 time entries for CRM and project management work across industries. Start with a $1,000/month Talent Budget and a Strategic Delegation Plan built around your media or publishing workflow.