This East Coast-based cybersecurity and managed IT services provider delivers turnkey solutions tailored to small and medium-sized businesses in high-compliance industries like legal, medical, insurance, and accounting.
Offering services that span IT infrastructure, cybersecurity, automation, and virtual CTO/CISO consulting, the company helps organizations that often see technology as a burden transform it into a business enabler.
Like many early-stage service providers, the founder had worn every hat—developing products, pitching to clients, and trying to close deals while simultaneously preparing the business for funding and scale. Sales tasks like cold outreach, CRM updates, prospect follow-ups, and proposal prep were piling up. With no dedicated sales infrastructure, opportunities were slipping through the cracks.
The company’s goals were clear:
They were open to part-time or full-time support, but ultimately chose full-time coverage to meet their ambitious growth plans.
To meet both strategic and execution needs, the company chose the U.S.-Based Full-Time SDR Plan with an add-on Sales Boost Package for lead sourcing and campaign execution. The assistant was scheduled to work 9:00 AM to 6:00 PM Eastern Time, embedded into the company’s daily rhythm.
Conducting outbound calls and emails to targeted prospects
Managing the full sales process from qualification to deal closure
Maintaining and updating CRM records in HubSpot
Drafting and sending proposals using PandaDoc
Coordinating with the founder on key accounts and sales strategy
CRM: HubSpot (also evaluated Monday.com and Pipedrive)
Communication: Microsoft Teams
Proposal & Content Tools: Canva and PandaDoc
The assistant worked directly with the founder, collaborating in real time via Teams and email. With the Sales Boost package, Wing’s internal systems also delivered curated cold outreach campaigns and lead lists to accelerate early results.
From the first week, the assistant began cleaning up CRM entries, organizing lead data, and executing personalized outreach campaigns. The company targeted East Coast SMBs with 5 to 50 employees—especially those in industries handling sensitive data and seeking managed IT support but lacking dedicated internal IT teams.
Using messaging frameworks aligned with the company’s voice, the assistant reached out to CEOs, COOs, and office managers—educating them on cybersecurity and managed service solutions in simple, benefit-driven language.
As deals progressed, the assistant coordinated proposal follow-ups, booked calls for the founder, and tracked each interaction in the CRM for visibility. This made forecasting and reporting easier, while freeing up internal leadership to focus on partnerships, hiring, and longer-term business planning.
While the engagement is ongoing, the results have been immediate and measurable. The assistant brought structure, follow-through, and daily accountability to the sales effort—enabling the founder to step out of constant sales firefighting and into strategic leadership.
Though still early in the company’s lifecycle, the impact of offloading daily admin and outbound prospecting was immediately clear: fewer dropped tasks, more sales momentum, and sharper focus on long-term objectives.
Furthermore, the assistant’s communication skills (especially their written professionalism and neutral accent) made them effective with U.S.-based prospects in regulated industries.
Their ability to adapt to technical subject matter and process complexity made them a valuable extension of the internal team.
For a solo founder managing both product and pipeline, Wing’s full-time support model made it possible to move fast without burning out.
For cybersecurity providers ready to scale, sales can’t be an afterthought. Wing Assistant gave this founder-led business the daily execution, structure, and confidence to move from hustle to strategy.
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