Built for businesses and startups with teams who have outgrown a generalist virtual assistant.

    A regular virtual assistant can clear an inbox. A technical virtual assistant can clear an inbox and then fix the automation that was filling it. This is the second one.

    • Established businesses, agencies, associations, nonprofits, consultants, and in-house teams.
    • Companies on Keap, HubSpot, GoHighLevel, or several connected tools that have become hard for the team to manage.
    • Operations leaders ready to hand the CRM, automation, reporting, and website support to one senior specialist instead of three contractors.
    • Teams in Canada, US, UK, or Australia who want one same-time-zone (or near it) operator instead of an agency pod.

    What a technical virtual assistant actually fixes.

    A CRM nobody trusts

    47 tags, no convention, half the automations broken with no alert. I rebuild the taxonomy and document what's firing and why.

    Connected tools that keep breaking

    When one app updates and the work stops moving, I rebuild the connection, add error alerts, and document what should happen when something fails.

    Web maintenance falling on the wrong person

    Business owners fixing the contact form at 9pm. I run weekly site maintenance, monitor uptime, and handle the small fixes.

    Reports that take a full day to assemble

    Pulling the same numbers from the same dashboards every Monday. I templatise the report and connect the data sources.

    Work that only one person knows how to do

    When the steps live in someone's head, I turn them into written instructions your team can follow without asking the same questions every week.

    Inbox and calendar bleeding into evenings

    Twice-daily triage, calendar gatekeeping, and meeting prep so the first two hours of your day aren't spent in Gmail.

    Tools I work in.

    Deep work across CRM, automation, web, and reporting platforms. Vendor-neutral. I'll tell you when a tool isn't worth keeping.

    CRM & email

    • Keap & Infusionsoft
    • HubSpot
    • GoHighLevel
    • ActiveCampaign
    • Mailchimp
    • Kartra

    Automation & glue

    • Zapier
    • Make.com
    • n8n
    • Google Apps Script
    • Native webhooks
    • Pabbly

    Web & reporting

    • WordPress, Shopify, Webflow, Kajabi
    • Squarespace, Wix Studio
    • GA4 & Search Console
    • Looker Studio
    • Notion & Airtable

    What's included

    Bundled inside the monthly retainer (Starter, Growth, or Partner).

    • CRM audit, cleanup, and ongoing hygiene
    • Automation builds, monitoring, and bug fixes
    • Integration wiring across CRM, payments, scheduling, and web
    • Website maintenance, focused fixes, and sales-page builds
    • Recurring reporting (weekly, monthly, board)
    • Written instructions and operations playbooks
    • Inbox triage and calendar gatekeeping
    • Monthly check-in plus a written work log every cycle

    What's not included

    Out-of-scope work I won't pretend to do: there are better specialists.

    • Original copywriting, brand strategy, or instructional design
    • Bespoke React, Next.js, or headless website builds
    • Custom plugin or theme development
    • Paid ads management or media buying
    • Bookkeeping, tax filing, or payroll processing
    • Recruiting, HR compliance, or 24/7 inbox coverage

    What recent technical virtual assistant work has looked like.

    Wellness practice: Ivorey CRM journey

    Built the full client journey: lead capture, contracts, intake, payments, onboarding emails. Documented for the founder to maintain.

    Coaching academy: knowledge base build

    Pulled 14 months of Otter.ai transcripts into a single searchable Word doc: 2.3M characters: in under two hours.

    Performance ecommerce: Shopify cleanup + sync

    Deduplication, CSV inventory, automated collections, and a Google Apps Script sync across three platforms.

    Recent technical virtual assistant case studies.

    Automating a wellness practice from first click to active client

    A clean Ivorey client journey: lead capture, contracts, payments, onboarding.

    Read case study

    Custom Google Sheets sync for Artist Alignment Academy

    One Apps Script kept a lead tracker in perfect sync across three platforms.

    Read case study

    AI-powered website audit that caught what the developer missed

    Crawled every page, surfaced what was broken, won the client a refund.

    Read case study

    Common questions

    Technical Virtual Assistant FAQ

    Other ways I support businesses

    Operations Virtual Assistant

    Written processes, coordination, and vendor management.

    Explore Operations Virtual Assistant

    CRM & Automation

    Deep CRM cleanup, automation builds, and migrations.

    Explore CRM & Automation

    Web Development & Support

    Website maintenance, fixes, sales pages, and migrations.

    Explore Web Development & Support

    Hand the systems layer to one senior operator.

    Book a free 20 minute call. Tell me what's running and what's broken: I'll tell you exactly what I'd fix in the first 30 days.

    Contact Me