Keep client work moving, without slowing the team down.
A senior technical virtual assistant for marketing, creative, and digital agencies. I run the client onboarding, project management upkeep, and white-label reporting that usually eats account-manager time.
Contact MeBuilt for agencies with teams with real client rosters.
Most agencies I support have 8 to 40 active clients, a small core team, and account managers who are doing operations work instead of actual account work. The fix is a dedicated operator who runs that layer for them.
- Marketing, SEO, paid media, social, branding, and web agencies.
- Agencies running on Asana, ClickUp, Monday, Notion, or Basecamp.
- Teams that have outgrown the founder doing onboarding and reporting personally.
- Studios that need white-label client reports and documents produced on time, every cycle.
What I take off an agency's plate.
Client onboarding that drifts every time
Each new client gets a slightly different welcome packet, kickoff, and intake. I build one repeatable onboarding flow with templated documents, automations, and a clear transfer to the account team.
Project management tools nobody trusts
Asana, ClickUp, or Monday boards that are 60 percent stale. I clean the workspace, set up real templates, and run weekly hygiene so the PM tool actually reflects reality.
White-label reporting that eats Fridays
Account managers manually building client reports every month. I build templated reports in Looker Studio, Google Sheets, or your reporting tool, then run them on a schedule.
Invoicing and contract follow-through
Renewals slip, scope creeps, invoices age out. I run the contract, renewal, and AR follow-up loop so nothing sits in a draft folder.
Internal processes that live in someone's head
I document the agency's repeatable work in one process library so onboarding the next account manager takes days, not months.
Inbox triage for agency owners and leads
The owner inbox runs the agency, but nobody has time to triage it. I sort, draft, and surface what actually needs a human reply.
Agency tools I work inside.
Vendor-neutral. I will tell you if a platform is fighting how your team actually works.
What's included on a retainer
What recent agency work has looked like.
ClickUp workspace rebuild
Rebuilt a 12-person agency ClickUp from scratch: templated spaces per client, standard task statuses, automations for onboarding, and a clear reporting view.
Templated monthly client reports
Built a Looker Studio + Google Sheets template that account managers populate in 15 minutes instead of 3 hours, with white-label branding per client.
Onboarding playbook for new accounts
Documented the agency's first 14 days with a new client into a Notion playbook so the founder stopped personally onboarding every account.
FAQ
Common questions from agencies.
Get the operations layer out of your account team's day.
Book a free 20 minute call. Tell me where the agency is bleeding time and I will tell you exactly what I would fix in the first 30 days.
Contact Me