For SaaS founders and revenue teams
Give each customer handoff the attention it needs without making the founder its coordinator. Your assistant can organize demos, onboarding inputs and follow-up across sales and customer success. Knows The Drill recruits and prepares them for your SaaS business and agreed responsibilities before handoff.
Find your assistantSales has the customer's priorities in call notes. Customer success needs the right contacts and an agreed starting point. A product question is waiting in another thread. When no one owns the transfer, the founder becomes the person connecting every conversation.
A dedicated assistant can collect the inputs, keep open requests visible and move questions to the people who can answer them. Define the handoff around your actual sales and onboarding process, with clear owners for customer commitments, technical decisions and exceptions.
The work to hand off
Using your booking rules and CRM fields, an assistant can coordinate demos, confirm attendees and assemble the prospect's stated goals and previous questions. After the call, they can record the next action supplied by your seller and prepare approved follow-up for review or sending.
What you get back: A demo brief and CRM record with an owner for the next step
Gather the agreed scope, customer contacts, recorded priorities and open questions from the sources your team designates. Your assistant can prepare a handoff brief and highlight missing or conflicting details. Sales and customer success confirm what was agreed and who owns the next conversation.
What you get back: A customer handoff brief with source links and unresolved decisions
Work from your onboarding checklist to request approved inputs, arrange kickoff calls and track responses. Your assistant can follow up with the named customer contact and show which items are ready for review. Configuration, access approvals and implementation questions go to the responsible specialist.
What you get back: An onboarding checklist with received inputs, blockers and owners
Collect the customer's description, account reference and information allowed by your support process. An assistant can send approved administrative replies and route the request to the correct queue. Technical questions travel with the relevant conversation so the specialist can review the issue and decide the response.
What you get back: An organized request queue with context and assigned next actions
Illustrative workflow
Use this example to connect a signed deal to an informed kickoff, including the details that still need a decision.
Assistant preparesCollect the approved scope, customer contacts and relevant notes from the designated records.
Your team decidesWhich commitments are agreed and who owns the customer relationship.
Assistant preparesSummarize the customer's stated goals, known constraints and unanswered questions with source links.
Your team decidesHow to resolve missing details or conflicting promises before kickoff.
Assistant preparesSend the approved checklist, log responses and follow up with the named contact.
Your team decidesWhether the inputs are sufficient and any technical review is required.
Assistant preparesRoute the question with its context, current owner and requested next step.
Your team decidesConfiguration, integrations, product capabilities and any change to implementation scope.
Assistant preparesConfirm attendees and share the reviewed brief, open items and meeting details.
Your team decidesThe onboarding plan, delivery commitments and customer-facing answers.
Illustrative example — not a client record
Use this handoff to put the agreed source and the conflicting note next to each other before customer success plans the kickoff.
Ready to hand over when: Customer success can open both source records, identify the unresolved commitment and see who must clarify it before the kickoff plan is approved.
Download the blank template (CSV)No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.
Shape the role around the workload
Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.
An assistant's role can span teams when routing and approval responsibilities are explicit. Agree which messages they may send, which records they may update and where a specialist needs to take over.
Recruit. Prepare. Hand over.
First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.
We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.
A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.
Explore managed supportWe recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.
Explore direct hiringThe examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.
Show us the handoffs your team keeps chasing. We will help define the responsibilities and prepare an assistant to keep the information, owners and next steps connected.
Explore other ways to organize the work around your team.
