Read by Kitehand
Sales assistant: what Kitehand can take
A typical sales assistant job, split into duties: what Kitehand does, what it asks you about first, and what stays with your team.
The posting it read
Sales assistant. Prepare quotes, update the CRM, process contracts and orders, send invoices and follow up on late payments, prepare weekly sales reports, support customer calls and visits, coordinate with the sales team.
Read by Kitehand
Sales assistant
Handles the paperwork behind every deal so the sales team can sell.
Kitehand can take
0.6of a hire
92 of the 160 hours this job needs each month.
| Duty | Who | Hours / month |
|---|---|---|
Prepare quotes Builds each quote from your price list; any discount waits for your OK. CRMExcel | Asks you first | 26h |
Update the CRM Turns meeting notes and emails into CRM updates. CRMEmail | Kitehand does it | 18h |
Contracts and orders Processes signed contracts into orders and accounts. CRMOrder system | Kitehand does it | 20h |
Invoices and late payments Sends invoices on schedule and drafts reminders; second reminders wait for you. Accounting softwareEmail | Asks you first | 16h |
Weekly sales report Builds the pipeline report for the weekly meeting. CRMExcel | Kitehand does it | 12h |
Supporting customer calls and visits Customer relationships stay with your team. | Stays with your team | 40h |
Coordinating the sales team People work stays with people. | Stays with your team | 28h |
When
Every weekday at 8:30 and after each meeting
Asks you before
- Any discount
- A second payment reminder
- Changing contract terms
First week
- Day 1: connect the CRM, price list and accounting software
- Day 2: show it one deal from quote to invoice
- Days 3–5: it prepares this week's quotes for you to check
An estimate from what you pasted. After a week of real work, Kitehand replaces it with the hours it measured.
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