Stop losing selling time to research & outreach admin

Every hour you spend building prospect lists, cleaning your CRM, or drafting cold outreach sequences is an hour you're not closing. Trusty Oak has logged 125 time entries in sales and lead generation support — handling the pipeline work that keeps deals moving without pulling you away from revenue-generating conversations. Delegate the groundwork and stay focused on the close.

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

What your executive assistant handles

Concrete tasks our team takes on — not vague promises.

Prospect List Building

EAs research and compile targeted lead lists using LinkedIn Sales Navigator, Apollo.io, or ZoomInfo based on your ICP criteria — so you're always working a qualified pipeline, not a random one.

CRM Data Entry and Hygiene

Keeping Salesforce, HubSpot, or Pipedrive accurate and up to date is tedious but critical — EAs log contact details, update deal stages, and flag stale records so your pipeline reflects reality.

Cold Outreach Sequence Setup

EAs draft and load multi-step email sequences into tools like Outreach, Salesloft, or Mailshake, following your messaging framework so campaigns launch without bottlenecking on your calendar.

LinkedIn Prospecting and Connection Outreach

EAs manage connection requests, follow-up messages, and profile research on LinkedIn to warm up prospects before a call — keeping your outreach volume high without you living in the inbox.

Lead Qualification and Research

Before a discovery call, EAs pull company background, recent news, tech stack data, and contact history so you walk in prepared and the conversation starts at a higher level.

Pipeline Reporting and Follow-Up Tracking

EAs build and update pipeline dashboards in HubSpot or Google Sheets and flag deals that have gone cold or missed a follow-up window — so nothing falls through the cracks between calls.

$Trusty Oak fractional talent services$

How the handoff works

After onboarding, your dedicated Client Success Manager builds a Strategic Delegation Plan that maps your current sales process and identifies exactly where an EA can plug in — whether that's daily CRM updates, weekly list pulls, or ongoing outreach support. In the first week, your EA typically shadows your existing workflow, gets access to your CRM and outreach tools, and completes a small scoped task so you can calibrate quality before scaling up. From there, most clients establish a repeatable weekly rhythm: new prospect batches in, updated pipeline data out. Communication runs through whatever channel you already use — Slack, email, or a shared project management tool.

Tools our team works with

We adapt to your existing stack — no forced migrations.

LinkedIn Sales Navigator

Apollo.io

Salesforce

ZoomInfo

Outreach

HubSpot

...and many more!

What sales & lead generation support costs

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.

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Frequently Asked Questions

Can an EA actually do this work without sales experience?

Trusty Oak matches clients with EAs based on the specific tasks involved — research-heavy list building and CRM work don't require a sales background, but if you need someone who understands sales context and can draft outreach copy with the right tone, we account for that in the match. You'll have a chance to review your EA's background before work begins.

How do I hand off something as nuanced as my ICP or outreach voice?

This is exactly what the onboarding and Strategic Delegation Plan are built for — your Client Success Manager helps you document your ICP criteria, messaging guidelines, and any non-negotiables before your EA starts. Most clients find that one or two rounds of feedback in the first week is enough to calibrate quality to their standard.

Will my EA have access to my CRM and outreach tools?

Yes — EAs work directly inside your existing tools rather than asking you to adopt new ones. You'll grant access through your platform's standard user permissions, and your Client Success Manager can advise on the appropriate access level if you're unsure what to share.

What's the minimum commitment, and what happens if my sales needs change month to month?

Trusty Oak requires an initial 3-month commitment, then moves to month-to-month — so you're not locked in if your pipeline volume shifts. Unused hours roll over each month, which gives you flexibility during slower periods without losing what you've paid for.

Put more hours back into selling

Starting at $1,000/month with a one-time $300 onboarding fee, Trusty Oak gives you a US-based EA and a clear delegation plan built around your sales process. Get started and we'll handle the pipeline work.