New Trusty Oak is now Nacho! Read the story

CRM & Project Management · Media & Publishing

CRM & project management support for media & publishing teams

By Zack Pennington, CEO Updated

Managing advertiser relationships, editorial calendars, and production timelines in the same week is the norm in media and publishing, not the exception. When contact records go stale, deadlines slip, or campaign deliverables fall through the cracks, it's usually because no one owns the system. A Nacho specialist takes ownership of that operational layer so your team stays focused on content and client relationships.

Tools we work with: HubSpot Salesforce Attio Asana

Can a Virtual Assistant handle CRM & project management for media and publishing companies?

Yes. Nacho matches media and publishing companies with a vetted, 100% US-based Executive Assistant or Specialist who owns CRM & project management week after week, not a one-off task. Onboarding starts with a $300 Delegation Strategy Plan, your Talent Budget starts at $1,000 a month, and matching takes about a week.

See how the match works What a Talent Budget costs Book a discovery call

How it works

How delegated CRM & project management works for media and publishing companies

A Nacho EA embedded in a media or publishing business typically works inside tools like HubSpot, Salesforce, Asana, Monday.com, or Trello to keep your CRM data clean and your project boards current. On the CRM side, they update advertiser and sponsor contact records, log outreach activity, track deal stages for ad sales pipelines, and flag stale opportunities that need follow-up. On the project management side, they maintain editorial calendars, create and assign tasks for content production cycles, track contributor deadlines, and surface bottlenecks before they become missed publication dates. Your role is to make decisions and handle relationship-sensitive conversations, the EA handles the system upkeep and status tracking that makes those conversations possible.

Off your plate

What comes off your plate

Before your EA starts, export your current CRM contacts and note which pipeline stages actually reflect your sales process, don't hand over a generic template and expect it to fit. The most common mistake is giving an EA access to the tools without a 30-minute walkthrough of how your team actually uses them; what's in your CRM and what's in someone's inbox are often two different realities, and that gap is what your EA needs to close first.

  1. Ad Sales Pipeline Maintenance

    Update deal stages, log call notes, and flag dormant advertiser or sponsor opportunities in HubSpot or Salesforce so your sales team always has an accurate pipeline view.

  2. Editorial Calendar Management

    Build and maintain content production schedules in Asana or Monday.com, assigning tasks to writers, editors, and designers with accurate due dates tied to publication windows.

  3. Contributor & Freelancer Deadline Tracking

    Create task cards for each commissioned piece, track submission and revision deadlines, and send reminder follow-ups to contributors before deadlines are missed.

  4. Contact Database Cleanup & Segmentation

    Audit and deduplicate CRM records for media contacts, PR sources, advertisers, and distribution partners, then apply tags or list segmentation to support targeted outreach.

  5. Campaign Deliverable Tracking

    Set up and manage project boards for branded content or sponsored campaign deliverables, logging asset statuses, approval stages, and go-live dates so nothing ships late or incomplete.

Your stack

Tools our team works with

We adapt to your existing stack, no forced migrations.

Salesforce
Asana
Monday.com
ClickUp
Notion
Make.com

...and many more!

Client proof

Trusted by media and publishing companies

Nacho supports media and publishing companies including An Arm And a Leg, IDSCO, Susan B. Trachman, MD, handling everything from crm & project management to broader operational support.

The model

What delegating to Nacho actually looks like

This is ongoing delegation to one vetted, US-based person, not a task posted to a marketplace.

  1. Start with a Delegation Strategy Plan

    A one-time $300 onboarding fee pairs you with a Client Success Manager who maps what to hand off first. See the full process.

  2. Get matched in about a week

    We match you with a vetted, 100% US-based Executive Assistant or Specialist in your time zone. If the fit is not right, the Nacho Guarantee re-matches you free.

  3. Set a monthly Talent Budget

    Budgets start at $1,000 a month and draw across Executive Assistants from $40/hr, Specialists from $65/hr, and Fractional Executives from $125/hr. Up to $200 of unused budget rolls over each month. For operations-led work, that senior seat is usually a Fractional COO. See pricing in detail.

  4. Three months, then month to month

    The initial term is three months so the working relationship has time to compound, then it rolls month to month. Book a discovery call to size yours.

Talent Budget

What delegating CRM & project management costs for media and publishing companies

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
from $40/hour
15 hours $600
Specialists
from $65/hour
10 hours $650
Fractional Executives
from $125/hour
5 hours $625
Your monthly budget
$1,875

Starting at $1,000/month. One-time $300 onboarding fee includes your Delegation Strategy Plan.

Good questions

Frequently asked questions

Can a Nacho EA work inside our existing CRM, or do we need to switch platforms?
Your EA works inside whatever CRM you're already using: HubSpot, Salesforce, Zoho, and similar platforms are all common in media and publishing environments. There's no requirement to change tools, and your Client Success Manager will factor your existing tech stack into your Delegation Strategy Plan during onboarding.
We have a small editorial team with inconsistent processes. Is that a problem?
It's actually one of the more common situations Nacho EAs step into. Your EA can help document and standardize the workflow as they go, building repeatable processes in your project management tool based on how your team actually operates. The goal is a system your team will use, not a theoretical one.
How does billing work if our CRM and project management needs vary month to month?
Your monthly Talent Budget hours can flex across whatever tasks are most pressing, heavier CRM cleanup one month, more editorial calendar work the next. Up to $200 of unused budget can roll over each month, so lighter months still let you carry a little forward.

Ready when you are

Get your editorial and advertiser operations under control

Nacho has logged 141 time entries for CRM and project management work across industries. Start with a $1,000/month Talent Budget and a Delegation Strategy Plan built around your media or publishing workflow.

Not sure yet? See how it works, compare the Executive Assistant, Specialist, and Fractional Executive roles, or read why we stayed 100% US-based.