How do you handle customer data and CRM exports?

NDA on request. No training on your data. No sharing between clients. Minimal retention — CRM exports are held only as long as needed to produce and deliver the work, then deleted. If your org operates under SOC 2, GDPR, or similar controls, tell us what’s required before the first engagement; for most account briefs and rep-prep work, standard handling is sufficient, and strip PII before sending anything you consider sensitive.

How does this comply with customer-data rules (SOC 2, GDPR), competitive-intel ethics, and opt-in / DNC compliance?

Customer PII should be handled under your org’s existing controls — the less we touch, the better. Research we produce is sourced only from public and legitimately licensed information; we don’t scrape behind logins, we don’t purchase sanctioned data, and we don’t pose as buyers to extract competitive intel. Any outbound copy we draft is a draft — your team’s compliance review, consent checks, and DNC / opt-in scrubbing happen before anything is sent. We don’t send on your behalf.

Who owns scope and "who owns the list"?

You do. Describe the request in plain language — accounts, segments, fields, output format. We follow it. If a request is ambiguous, we ask one clarifying question and deliver. No open-ended scope, no crawling into territories we weren’t asked about.

How do I know the account research and CRM work is accurate?

You verify, the same way you’d verify an SDR’s research. Every account brief is sourced and dated; every CRM cleanup is accompanied by a change log so nothing is quietly "corrected." A human reviews every deliverable before you see it. We do the 90% — the digging, the tagging, the formatting — so your time goes to the 10% that matters: coaching, deal strategy, the number.

Is this "doing sales"?

No. Think of us as the research-and-ops bench you’d hire inside a sales team — the SDR-researcher, the sales-ops analyst, the content-ops coordinator. We don’t call your prospects, we don’t send on your reps’ behalf, and we don’t own any number. The selling, the judgment, and the customer relationship stay with your team.

Can you work across our CRM (Salesforce, HubSpot) and our sales-engagement tools?

We work on CRM exports — CSVs, reports, screenshots — to produce briefs, scorecards, and cleanup. We don’t need admin access to deliver. If your ops team wants us inside the system with read-only access, we can follow your protocol; more often, exports in and deliverables out is faster and safer.

Can I try one request before subscribing?

Yes. First request free, no credit card. First iteration back in 5 business days; keep iterating with us until you sign off. Send one real piece of work — a 10-account brief set, a CRM hygiene sweep, a QBR scorecard pack — and judge the output against what you’d expect from a solid sales-ops hire.

HANDLED FOR SALES DIRECTORS

You didn’t spend 15 years carrying a numberto rebuild a forecast in a spreadsheet at midnight.

Handled takes the work. You keep the judgment.

Account briefs, CRM cleanup, rep prep packets — a done-for-you service. You bring the coaching, the calls, and the close. We bring the research, the hygiene, and the prep. That’s the 10% that matters. We handle the other 90%.

Two things we’d handle for you, in 3 minutes I know what I want — start my free request

No signup yet. Just pick what feels right. Subscriptions from $1,500/mo.

Handled is a done-for-you service for sales directors. Send account briefs, CRM cleanup, or rep-prep requests in plain language; a human-reviewed team returns sourced account briefs, normalized CRM exports, and QBR-ready rep scorecards, responding within 5 business days per round and iterating until you sign off. First request is free. Subscriptions from $1,500/month, cancel anytime. No meetings, no scope documents, no prompting required.

Gabriel Rymberg

MBA. Decades in technology, business, startups, enterprise, defense, nonprofit.

Guy Rymberg

Chief Engineer, Israeli Navy. Automation and systems expert.

Built by professionals, for professionals. The AI Masters LLC.

Three steps. That's it.

Tell us what you need

You describe the problem in plain language. Our intake process asks the right questions — no back-and-forth, no discovery calls.

We get to work

We combine professional judgment with advanced AI to send your work back fast — and keep refining until you're happy.

Review and refine

Not quite right? We revise. No extra charge, no ticket counting. We're done when you're happy.

The numbers sales directors already know

60%

Reps’ time spent on non-selling tasks like admin, CRM, and approvals — time we absorb so reps can sell

Source: Salesforce State of Sales (7th Edition)

3.7×

More likely that sellers who effectively partner with AI tools will meet quota, vs. those who don’t

Source: Gartner Sales Survey, September 2024

73%

B2B buyers who actively avoid suppliers who send irrelevant outreach — generic sequences are losing deals

Source: Gartner Sales Survey, June 2025

72%

Sellers who feel overwhelmed by the number of skills required for their job — the back-office load is a major driver

Source: Gartner Sales Survey, September 2024

The three things sales directors ask us to handle

Summarize

Your AE has a first meeting Thursday with a mid-market logistics company. She needs the CEO’s recent moves, the buying committee, the likely incumbent, and a point of view on their 2026 priorities — by Wednesday.

What we deliver: A 2-page account brief — company snapshot, leadership map with 4–6 stakeholders, recent signals (hires, funding, earnings, press), likely incumbent, three hypothesized pain points — sourced and dated.

Research

Your CRM is a swamp. 40% of opps haven’t been touched in 30 days. Stage names are inconsistent. Forecast call is Monday. You don’t trust your own pipeline.

What we deliver: A clean CRM export — duplicates flagged, stages normalized, stale opps tagged with a recommended status, activity gaps surfaced per rep — plus a one-page summary of what changed.

Process

Process (review)

QBR season. You need 8 rep scorecards — activity, conversion, cycle length, deal-size mix, top wins and losses — in your template, ready for calibration.

What we deliver: 8 one-page rep scorecards in your template, pulled from your CRM export, with a one-paragraph commentary on each. Manager-ready, not raw dashboards.

Process

We do 90%. You do the 10% that actually requires your sales instinct.

Handled is not an AI tool you need to learn. It's not a chatbot you have to prompt. It's a service.

You describe what you need. We deliver a done piece of work. You read it, apply the expertise that took decades to build, catch the thing the AI would never catch, and approve it.

That's the 10% that matters. The 90% — the reading, the drafting, the categorizing, the structuring — we handle.

This isn't about replacing anyone. It's about making sure a $400/hour professional isn't doing $40/hour work.

How Handled compares

Competitor	Starting price	Best for	How Handled differs
Gong	Enterprise (quoted)	Mid-market and enterprise teams wanting revenue intelligence from calls and deals	A platform that surfaces signals your reps and managers still have to act on. Handled produces the artifact — the account brief, the scorecard, the clean CRM export — directly.
Outreach	Enterprise (quoted)	Outbound-heavy teams wanting sequences, dialer, and deal management per seat	A sales-engagement platform your reps operate. Handled produces the research and prep your reps would otherwise build inside it — no seat, no learning curve.
Clari	Enterprise (quoted)	Enterprise forecasting, pipeline inspection, and revenue orchestration for CROs	A forecasting and pipeline platform. Handled produces the upstream work — account research, CRM hygiene, deal briefs — that makes any forecast more trustworthy.
ChatGPT Plus	$20/mo	Reps drafting emails, summaries, and brainstorming on their own	A self-serve tool the rep still prompts, verifies, and formats. Handled returns finished, human-reviewed account briefs and CRM deliverables — not a first-draft conversation.
Handled	From $1,500/mo	Done-for-you service	We deliver, you approve

Built by professionals, for professionals

We're a father-and-son team. Between us: decades in technology and business, an MBA, and thousands of hours delivering with AI. We keep the team small on purpose — every request gets our direct attention. We built Handled because we realized that what AI needs isn't a better chatbot — it needs someone to do the work for you and hand you the result. That's what we do.

Gabriel Rymberg

Co-Founder

Decades in technology and business. MBA. Startups, enterprise, defense, nonprofit — every role from writing code to running the business. Knows what organizations actually need and how to deliver it.

Guy Rymberg

Co-Founder

Chief Engineer, Israeli Navy. Automation and systems expert. Builds the infrastructure that makes Handled fast and reliable.

What Handled is not

Not a chatbot you have to learn.
No prompting, no training, no “try a better prompt.”
Not a scope document.
No project briefs, no Gantt charts, no status calls.
Not a Zoom meeting.
If we need a call to start, we failed. (Exception: Premium tier includes 2 live hours/month if you want them.)
Not a replacement for your sales instinct.
The coaching, the call, and the close are yours. We don’t sign off. You do.
Not AI slop.
Everything that leaves our shop is reviewed by a human before you see it.

Your first request is free.

No credit card. No commitment. First iteration back in 5 business days — keep iterating with us until you sign off. The only way to understand what “handled” means is to have something handled.

Simple pricing. Cancel anytime.

All plans do the same work. Plans differ in how fast you get it back.

What we handle — on every tier

Summaries & briefsRFP responses, MSAs, security questionnaires, ICP docs, account snapshots
Drafts & documentsoutbound templates, follow-up sequences, proposal sections, QBR narratives, account briefs
Research & analysisterritory planning, win/loss deep dives, pipeline root-cause, vendor shortlists, competitor teardowns
Tools & systemspipeline-health dashboards, ICP-fit scoring, referral attribution, branded battle cards, onboarding libraries
Data & insightsCRM deduplication, stage normalization, weekly pipeline flash, monthly forecast packets, quarterly win/loss digests

How every plan works

Unlimited requests, one at a time
Refining is free until you're happy — no extra charge
7-day money-back on your first paid month
Cancel anytime

Big project? We break it into pieces. We send back one piece on your plan's pace — every 5 days on Standard, 3 on Professional, 2 on Premium. After each piece, you tell us 'done' or 'change this.' We keep going until the whole project is done.

Standard

$1,500/month

Your work back in 5 business days — actual work, not just a reply.

If we need anything to keep going, we'll reach out sooner.

First request free. 7 days to try, no credit card.

Add live hours: $500/hr

Professional

$2,750/month

Your work back in 3 business days — actual work, not just a reply.

If we need anything to keep going, we'll reach out sooner.

First request free. 7 days to try, no credit card.

Add live hours: $500/hr

Premium

$5,000/month

Your work back in 2 business days — actual work, not just a reply.

If we need anything to keep going, we'll reach out sooner.

+ 2 hours of live Zoom each month for strategy, training, or Q&A.

First request free. 7 days to try, no credit card.

Add live hours: $500/hr

Swipe to compare plans →

Standard

$1,500/month

Your work back in 5 business days — actual work, not just a reply.

If we need anything to keep going, we'll reach out sooner.

First request free. 7 days to try, no credit card.

Add live hours: $500/hr

Professional

$2,750/month

Your work back in 3 business days — actual work, not just a reply.

If we need anything to keep going, we'll reach out sooner.

First request free. 7 days to try, no credit card.

Add live hours: $500/hr

Premium

$5,000/month

Your work back in 2 business days — actual work, not just a reply.

If we need anything to keep going, we'll reach out sooner.

+ 2 hours of live Zoom each month for strategy, training, or Q&A.

First request free. 7 days to try, no credit card.

Add live hours: $500/hr

Handled pricing tiers (Monthly): Standard, Professional, Premium. All plans include free refining until you say it's done.
Plan attribute	Standard	Professional	Premium
Monthly price	$1,500/month	$2,750/month	$5,000/month
Quarterly price (10% off)	$1,350/month	$2,475/month	$4,500/month
Annual price (17% off)	$1,250/month	$2,292/month	$4,167/month
Billing period	Monthly, quarterly, or annual. Cancel anytime.
What we handle	Summaries & briefs — RFP responses, MSAs, security questionnaires, ICP docs, account snapshots; Drafts & documents — outbound templates, follow-up sequences, proposal sections, QBR narratives, account briefs; Research & analysis — territory planning, win/loss deep dives, pipeline root-cause, vendor shortlists, competitor teardowns; Tools & systems — pipeline-health dashboards, ICP-fit scoring, referral attribution, branded battle cards, onboarding libraries; Data & insights — CRM deduplication, stage normalization, weekly pipeline flash, monthly forecast packets, quarterly win/loss digests	Summaries & briefs — RFP responses, MSAs, security questionnaires, ICP docs, account snapshots; Drafts & documents — outbound templates, follow-up sequences, proposal sections, QBR narratives, account briefs; Research & analysis — territory planning, win/loss deep dives, pipeline root-cause, vendor shortlists, competitor teardowns; Tools & systems — pipeline-health dashboards, ICP-fit scoring, referral attribution, branded battle cards, onboarding libraries; Data & insights — CRM deduplication, stage normalization, weekly pipeline flash, monthly forecast packets, quarterly win/loss digests	Summaries & briefs — RFP responses, MSAs, security questionnaires, ICP docs, account snapshots; Drafts & documents — outbound templates, follow-up sequences, proposal sections, QBR narratives, account briefs; Research & analysis — territory planning, win/loss deep dives, pipeline root-cause, vendor shortlists, competitor teardowns; Tools & systems — pipeline-health dashboards, ICP-fit scoring, referral attribution, branded battle cards, onboarding libraries; Data & insights — CRM deduplication, stage normalization, weekly pipeline flash, monthly forecast packets, quarterly win/loss digests
Turnaround time	Your work back in 5 business days (actual work, not just a reply).	Your work back in 3 business days (actual work, not just a reply).	Your work back in 2 business days (actual work, not just a reply).
Premium bonus	—	—	+ 2 hours of live Zoom each month for strategy, training, or Q&A.
How every plan works	Unlimited requests, one at a time; Refining is free until you're happy — no extra charge; 7-day money-back on your first paid month; Cancel anytime.
Big projects	Big project? We break it into pieces. We send back one piece on your plan's pace — every 5 days on Standard, 3 on Professional, 2 on Premium. After each piece, you tell us 'done' or 'change this.' We keep going until the whole project is done.
Live hours add-on	$500/hr	$500/hr	2 live hours/month included
Money-back guarantee	7-day money back on your first paid month.

Questions sales directors ask us

Handled also works for...

Handled for Consultants

Handled takes the work. You keep the judgment.

Handled for Fractional CFOs

Handled takes the work. You keep the judgment.

Handled for Financial advisors

Handled takes the work. You keep the judgment.

You carry the number. We prepare everything in front of it.

Two things we’d handle for you, in 3 minutes I know what I want — start my free request

Answer 3–5 questions. Walk away with 2 specific things we’d do for you — either one can be your free first request.

No credit card. No scope document. No meeting required. Subscriptions from $1,500/mo, cancel anytime.

Handled takes the work. You keep the judgment.

No signup yet. Just pick what feels right. Subscriptions from $1,500/mo.

We do 90%. You do the 10% that actually requires your sales instinct.

Handled is not an AI tool you need to learn. It's not a chatbot you have to prompt. It's a service.

You describe what you need. We deliver a done piece of work. You read it, apply the expertise that took decades to build, catch the thing the AI would never catch, and approve it.

That's the 10% that matters. The 90% — the reading, the drafting, the categorizing, the structuring — we handle.

This isn't about replacing anyone. It's about making sure a $400/hour professional isn't doing $40/hour work.

Competitor

Starting price

Best for

How Handled differs

Gong

Enterprise (quoted)

Mid-market and enterprise teams wanting revenue intelligence from calls and deals

A platform that surfaces signals your reps and managers still have to act on. Handled produces the artifact — the account brief, the scorecard, the clean CRM export — directly.

Outreach

Enterprise (quoted)

Outbound-heavy teams wanting sequences, dialer, and deal management per seat

A sales-engagement platform your reps operate. Handled produces the research and prep your reps would otherwise build inside it — no seat, no learning curve.

Clari

Enterprise (quoted)

Enterprise forecasting, pipeline inspection, and revenue orchestration for CROs

A forecasting and pipeline platform. Handled produces the upstream work — account research, CRM hygiene, deal briefs — that makes any forecast more trustworthy.

ChatGPT Plus

$20/mo

Reps drafting emails, summaries, and brainstorming on their own

A self-serve tool the rep still prompts, verifies, and formats. Handled returns finished, human-reviewed account briefs and CRM deliverables — not a first-draft conversation.

Handled

From $1,500/mo

Done-for-you service

We deliver, you approve

Built by professionals, for professionals

Gabriel Rymberg

Co-Founder

Guy Rymberg

Co-Founder

Chief Engineer, Israeli Navy. Automation and systems expert. Builds the infrastructure that makes Handled fast and reliable.

What Handled is not

Not a chatbot you have to learn.

No prompting, no training, no “try a better prompt.”

Not a scope document.

No project briefs, no Gantt charts, no status calls.

Not a Zoom meeting.

If we need a call to start, we failed. (Exception: Premium tier includes 2 live hours/month if you want them.)

Not a replacement for your sales instinct.

The coaching, the call, and the close are yours. We don’t sign off. You do.

Not AI slop.

Everything that leaves our shop is reviewed by a human before you see it.

Handled pricing tiers (Monthly): Standard, Professional, Premium. All plans include free refining until you say it's done.

Plan attribute

Standard

Professional

Premium

Monthly price

$1,500/month

$2,750/month

$5,000/month

Quarterly price (10% off)

$1,350/month

$2,475/month

$4,500/month

Annual price (17% off)

$1,250/month

$2,292/month

$4,167/month

Billing period

Monthly, quarterly, or annual. Cancel anytime.

What we handle

Summaries & briefs — RFP responses, MSAs, security questionnaires, ICP docs, account snapshots; Drafts & documents — outbound templates, follow-up sequences, proposal sections, QBR narratives, account briefs; Research & analysis — territory planning, win/loss deep dives, pipeline root-cause, vendor shortlists, competitor teardowns; Tools & systems — pipeline-health dashboards, ICP-fit scoring, referral attribution, branded battle cards, onboarding libraries; Data & insights — CRM deduplication, stage normalization, weekly pipeline flash, monthly forecast packets, quarterly win/loss digests

Turnaround time

Your work back in 5 business days (actual work, not just a reply).

Your work back in 3 business days (actual work, not just a reply).

Your work back in 2 business days (actual work, not just a reply).

Premium bonus

—

+ 2 hours of live Zoom each month for strategy, training, or Q&A.

How every plan works

Unlimited requests, one at a time; Refining is free until you're happy — no extra charge; 7-day money-back on your first paid month; Cancel anytime.

Big projects

Live hours add-on

$500/hr

2 live hours/month included

Money-back guarantee

7-day money back on your first paid month.

Questions sales directors ask us

You carry the number. We prepare everything in front of it.

Answer 3–5 questions. Walk away with 2 specific things we’d do for you — either one can be your free first request.

No credit card. No scope document. No meeting required. Subscriptions from $1,500/mo, cancel anytime.