How It Works

From first call to fully operational.
In under two weeks.

No long implementation. No complex setup. Just a straightforward process that gets your specialist working fast.

20 Minutes

Discovery Call

We learn your sales process, CRM setup, industry context, and where your reps are losing the most time. No pitch. No pressure. Just a real conversation about what would actually help.

What we cover

Your current CRM and tools
Sales team size and structure
Biggest admin bottlenecks
Industry-specific needs
Goals and timeline

[VIDEO — 45 seconds. Split-screen discovery call: client (steel distribution company) and SteadVox specialist on video call. Client is explaining CRM frustrations. Specialist takes notes. Warm office lighting, natural feel. No voiceover — subtitles only. Ends with specialist saying "We can have someone running this by next week." Art direction: authentic, not polished. Real business energy. For use in: How It Works — Step 1 Discovery Call.]

20-Minute Call

No sales script. No product demo. We spend the time understanding your business — then tell you honestly what kind of support would make the biggest difference.

[VIDEO — 30 seconds. Screen recording of CRM being configured: custom pipeline stages being set up in HubSpot, contact fields labeled with client-specific terminology (e.g. "RFQ Stage", "Quote Sent", "Follow-up Due"). Overlaid with a brief Slack message: "Done — CRM is set up and your first task list is ready." Clean, professional. No voiceover. Subtitles only. For use in: How It Works — Step 2 Setup & Onboarding.]

Day 1

CRM access granted

Permissions set up, specialist gets oriented.

Day 2–3

Workflow documentation

Your processes mapped, terminology reviewed.

Day 5 (Friday)

First tasks assigned

Your specialist is ready to go live Monday.

Week 1

Setup & Onboarding

We configure your CRM access, document your workflows, get aligned on your terminology, clients, and priorities. By Friday of week one, your support specialist knows your business.

What happens

CRM access and permissions configured
Workflow documentation completed
Terminology and client list reviewed
Communication preferences established
First task assignments handed over

Week 2+

Ongoing Support

Your specialist is live. CRM updates, follow-ups, research, coordination — handled daily. You get a weekly summary of what was done and what's coming up. You stay in control. We do the work.

What you get

Daily task execution across CRM, email, and research
Weekly activity summaries with next-week priorities
Monthly performance reviews
Direct Slack or email communication
Continuous process optimization

[VIDEO — 20-second time-lapse. Dashboard showing a task list filling with green checkmarks throughout the day: "Follow up with Lakeland Steel — Done", "Update 6 CRM contacts — Done", "Research 3 new leads — Done", "Weekly summary sent — Done". Ends with Slack notification: "Weekly report ready. 47 tasks completed." Confident, momentum-driven feel. For use in: How It Works — Step 3 Ongoing Support.]

Sample Weekly Summary Wk of Mar 3

47

Tasks completed

12

Follow-ups sent

8

Leads enriched

0

Missed follow-ups

Your Timeline

Day by day, your specialist ramps up.

Every client follows the same structured path. Here's exactly what happens and when.

Day 1

Discovery Call

20-minute intake. We learn your process, CRM, and priorities.

Day 5

Setup Complete

CRM access configured. Workflows documented. Terminology locked.

Day 10

Specialist Goes Live

First tasks completed. Follow-ups sent. CRM data current.

Week 4

Full Velocity

Processes refined. Weekly summaries flowing. Your reps are freed up.

Day 1

You book a 20-minute discovery call

No prep required. We come to you with questions. You describe your workflow, tools, team size, and the things that slow you down most. The call is a conversation — not a sales presentation.

Days 2–5

Onboarding and CRM setup

We request CRM access, document your workflows, map your pipeline stages, and review your client list. We align on terminology — your version of "warm lead" and "follow-up due" become our vocabulary too. By Friday, your specialist knows the business.

Day 10

Your specialist goes live

Week two starts with your specialist executing real tasks: CRM updates, follow-up emails, lead research, inbox triage. You'll get a daily Slack check-in and your first weekly summary on Friday.

Week 4

Full speed, processes dialed in

By the end of month one, your specialist knows your business, your clients, and your priorities without being asked. Monthly performance reviews give you full visibility into what's been completed and what's ahead. You're in control — with less on your plate.

What to Expect

Week by week, your team gets more time back.

Here is exactly what happens across the first month — and what ongoing support looks like after that.

Week 1

Onboarding & Setup

Discovery call completed
CRM access configured
Pipeline stages mapped
Client list reviewed
Workflow documentation written
Terminology aligned
First task list drafted

Week 2

Specialist Goes Live

First tasks executed daily
CRM data updated
Follow-ups sent on time
First weekly summary delivered
Communication rhythm established
Gaps identified and fixed

Weeks 3–4

Full Speed, Refined

Daily execution without prompting
Research requests turned around fast
Proactive follow-up reminders
Processes continuously improved
Your reps visibly less burdened
First month performance review

Month 2+

Optimization & Expansion

Scope expanded as needed
New workflows added without friction
Monthly performance reviews ongoing
Proactive process suggestions
Consistent output, zero guesswork
Option to add specialist hours

Most clients are fully operational within 10 business days of their discovery call.

No lengthy contracts. No complex integrations. Just a specialist who starts working.

Common Questions

Questions about the process

The three questions we hear most before a client books their first call.

How quickly can we get started?

Within 10 business days of your discovery call. Once we've had that first conversation, we move fast — CRM access, documentation, and your first task assignments are all handled in week one. Your specialist goes live at the start of week two. If your timeline is urgent, let us know on the call and we'll prioritize your onboarding.

What if I need to change my specialist?

We'll find you a better match at no extra cost. Fit matters — if the working relationship isn't clicking in the first two weeks, just tell us. We'll reassign you to a specialist who's a stronger match for your industry, communication style, or task profile. You won't lose your onboarding work — the new specialist inherits everything that's been documented.

Do you work with our existing CRM?

Yes. We support HubSpot, Salesforce, Zoho, Pipedrive, and most major CRMs used in industrial B2B. If you're using a niche or custom platform, we'll assess during the discovery call and let you know upfront. In most cases, if you have login access, we can work in it.

Have more questions?

See the full FAQ

2-Week Satisfaction Guarantee

If your support specialist isn't working out in the first two weeks, we'll reassign you or issue a full refund. No questions asked. You have nothing to lose by trying.

Ready to see how it works for your team?

Book a 20-minute discovery call. We'll listen, ask the right questions, and tell you honestly whether we're a fit.

Book a Discovery Call

Or email us: hello@steadvox.com

From first call to fully operational. In under two weeks.

Discovery Call

Setup & Onboarding

Ongoing Support

Day by day, your specialist ramps up.

Week by week, your team gets more time back.

Onboarding & Setup

Specialist Goes Live

Full Speed, Refined

Optimization & Expansion

Questions about the process

Ready to see how it works for your team?

From first call to fully operational.
In under two weeks.