Sales & lead generation support for technology companies

Tech founders and sales leaders spend too much time on pipeline mechanics — researching prospects, building lists, and maintaining CRM data — instead of closing deals. Whether you're selling SaaS, IT services, or hardware solutions, a Trusty Oak EA can own the top-of-funnel work that keeps your pipeline moving. This is hands-on support from someone who understands B2B tech sales cycles, not just someone who can send emails.

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

Fractional sales & lead generation support for tech companies

How Trusty Oak handles sales & lead generation for tech companies

A Trusty Oak EA working on sales and lead generation for a technology company typically handles prospect research using tools like LinkedIn Sales Navigator, Apollo.io, or ZoomInfo — building targeted lists based on ICP criteria like company size, tech stack, industry vertical, and funding stage. They'll manage and clean your CRM (HubSpot, Salesforce, or Pipedrive are common), making sure contact records, deal stages, and activity logs stay accurate so your reporting is reliable. On the outreach side, they can build and schedule sequences in tools like Outreach, Salesloft, or Apollo, draft personalized first-touch emails, and flag warm responses for you to take over. Your role is to define the ICP, approve messaging, and handle the conversations once a prospect engages — the EA handles everything upstream of that. Most clients check in weekly with their EA to review list quality, adjust targeting, and prioritize follow-up.

What your EA takes off your plate

Before your first week, document your ideal customer profile in writing — industry, company size, titles you sell to, and any firmographic or technographic filters that matter. The most common mistake is handing an EA access to your CRM and Sales Navigator without this context, then wondering why the lists don't convert. The clearer your ICP, the faster your EA can build pipeline that's actually worth working.

ICP-Based Prospect List Building

Research and compile targeted prospect lists using LinkedIn Sales Navigator or Apollo.io filtered by job title, company size, tech stack, and funding stage relevant to your solution.

CRM Data Entry and Hygiene

Keep HubSpot, Salesforce, or Pipedrive records current by logging contacts, updating deal stages, deduplicating entries, and flagging stale opportunities.

Outbound Email Sequence Setup

Build and schedule multi-step outreach sequences in tools like Outreach or Apollo, including drafting personalized first-touch and follow-up email copy based on approved messaging.

LinkedIn Outreach and Connection Management

Send connection requests, manage message threads, and track engagement with target accounts on LinkedIn, escalating warm replies to the sales rep or founder.

Lead Qualification Research

Before demos or discovery calls, pull background on the prospect's company, tech stack, recent news, and known pain points so your sales team walks in prepared.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Apollo.io

Salesforce

ZoomInfo

HubSpot

Outreach

LinkedIn Sales Navigator

...and many more!

Trusted by tech companies

Trusty Oak supports tech companies including Permute AI, Ritual — handling everything from sales & lead generation to broader operational support.

What sales & lead generation support costs for tech 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.

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Frequently Asked Questions

Can a Trusty Oak EA work inside our existing sales tools like HubSpot or Salesforce?

Yes — EAs are experienced with the major CRM and sales engagement platforms used in B2B tech, including HubSpot, Salesforce, Pipedrive, Apollo, Outreach, and Salesloft. You'll grant access during onboarding, and your Client Success Manager will document the specific workflows your EA should follow.

Will the EA actually write outreach copy, or just send what we provide?

Both are possible depending on your preference. Some clients provide approved templates and just need the EA to personalize and schedule them; others have the EA draft copy from scratch based on messaging guidelines, which the client then reviews before sequences go live. Your onboarding Strategic Delegation Plan will define which approach fits your workflow.

We have a long B2B sales cycle — is this service still useful if deals take 6-12 months to close?

Absolutely. Long-cycle tech sales actually benefit more from consistent top-of-funnel activity because pipeline gaps show up months later and are harder to recover from. An EA keeping your prospecting and CRM activity steady — even at a modest pace — prevents the feast-or-famine cycle that hits when founders or AEs get heads-down on active deals.

Start building pipeline without doing it yourself

Trusty Oak's onboarding includes a Strategic Delegation Plan so your EA starts with clear direction, not a learning curve. Plans start at $1,000/month with a one-time $300 onboarding fee.