For agencies, consultancies, and B2B firms, a Admin & Data Entry plugs into the engagement kickoff and weekly client reporting — taking on crm updates and data entry so founders, partners, and ops leads stop carrying the work themselves. They work inside the same tools you already run on, including Salesforce and HubSpot alongside Asana, and inherit the SOPs your team has already documented.
Every Admin & Data Entry we place in professional services works against client confidentiality and SOW scope discipline. We solve the day-to-day pain agencies, consultancies, and B2B firms feel most: billable people doing non-billable ops work. They already work in HubSpot — the same stack Professional Services teams run on — so onboarding takes days, not weeks.
In the first 30 days, your Admin & Data Entry for Professional Services ships the crm hygiene pass (weekly) and the targeted prospect list (per request), plus the recurring work that defines the role: clean and de-duplicate crm records — contacts, companies, and deals, and build prospect and account lists from linkedin, apollo, or web research. Your account manager runs a weekly review against the role's SOP and the professional services-specific checklist so quality is measured, not assumed.