Communication
You already know what OpenPhone can do. The problem is finding the time to configure it properly, keep contacts clean, and build the automations your team actually needs. Nacho places US-based fractional specialists directly inside your OpenPhone account to handle the setup, maintenance, and workflow builds you keep pushing off. This is not a consulting engagement where someone hands you a checklist. It is hands-on work, done for you, at a flexible hourly rate.
What we do
Concrete work our fractional specialists take on inside your OpenPhone account. No vague promises.
We set up your OpenPhone numbers, assign them to the right team members, and configure call routing rules so inbound calls reach the correct person or group. This includes setting business hours, voicemail greetings, and overflow handling so no call goes unanswered without a plan.
We organize your shared inboxes with clear ownership, internal note conventions, and tagging structures so your team can triage conversations without stepping on each other. If your inbox has grown chaotic, we audit open threads, archive resolved conversations, and establish a working system going forward.
We draft auto-reply messages for missed calls, after-hours texts, and common inbound questions, then load them into your OpenPhone snippets library. Each snippet is labeled and organized so your team can find and use them without hunting through a disorganized list.
We connect OpenPhone to your CRM, whether that is HubSpot, Salesforce, or another platform, and map contact properties so call and text activity logs back to the right record. We also audit existing contact duplicates inside OpenPhone and clean up mismatched names, numbers, and tags before the sync goes live.
We design and build multi-step automations that fire when a call is missed, a voicemail is received, or a conversation is tagged in OpenPhone. Common outputs include Slack notifications, CRM record updates, task creation in Asana or ClickUp, and follow-up email triggers through your connected email platform.
If you inherited an OpenPhone account or let it grow without a system, we conduct a full audit covering number assignments, routing logic, integrations, contact data quality, and team permissions. We deliver a written summary of what exists, what is broken or missing, and a prioritized list of fixes.
The handoff
During onboarding, your dedicated Client Success Manager reviews your existing OpenPhone account alongside you, or sets up a discovery session if you are starting fresh. We document your current number assignments, routing logic, integrations, and any automations already in place, then identify the highest-priority gaps. From there, your fractional specialist works directly inside your account, building and testing each workflow before it goes live. Everything we configure is documented in a shared reference document so your team understands what exists and why. You approve each build before it runs in production, and we handle revisions based on your feedback.
Use cases
A few of the most common workflows our team has deployed with OpenPhone.
When a call goes to voicemail in OpenPhone, a Zapier automation pulls the transcription and creates a follow-up task in HubSpot or ClickUp assigned to the account owner. The task includes the caller's name, number, and voicemail text so the rep has full context before calling back.
When a text arrives from a number not yet in your CRM, the automation creates a new contact record, logs the message as the first activity, and posts a Slack message to the assigned rep with a direct link to the CRM record. No lead falls through because it came in as a text instead of a form fill.
When a team member tags a conversation in OpenPhone as 'hot lead,' an automation sends a pre-approved follow-up text to the contact and moves the associated deal to the next stage in the CRM pipeline. The tag acts as the handoff signal between the initial conversation and the formal sales process.
When a deal is marked closed-won in the CRM, a Zapier workflow assigns a dedicated OpenPhone number to the new client's account manager and sends a branded welcome text from that number. The client gets a direct line on day one without the account manager having to remember to send it manually.
We build a scheduled automation that pulls call and text activity data from OpenPhone each week, formats it into a Google Sheet with columns for volume, duration, team member, and outcome tag, and shares it with the team lead before the Monday standup. No manual exports, no copy-paste from the dashboard.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
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Ready when you are
Book a discovery call and we will audit your current OpenPhone setup, identify the highest-impact automations and fixes, and give you a prioritized roadmap before any work begins.