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VIRTUAL ASSISTANT AND BUSINESS OPERATIONS SERVICES

Delegate the work.
Keep moving forward.

Choose dependable recurring support, a focused systems project, or both. VA Techsavvy helps growing businesses manage operations, customer follow-up, and connected workflows with a clear scope and accountable delivery.

PRACTICAL SUPPORT. CLEAR OUTCOMES.

What we handle.
What you gain.

Choose dependable support for the work that takes up your week. Every service includes clear responsibilities, deliverables, and success measures.

01

Executive & administrative support

Keep the daily details organized without spending your day managing them.

Tasks we handle
  • Inbox triage, calendar management & meeting scheduling
  • Document preparation, data entry & CRM updates
  • Meeting notes, action tracking & travel coordination
  • Travel research, itinerary preparation & reservation tracking
  • Contact list maintenance & routine correspondence
  • File organization, records upkeep & SOP formatting
What you gain

A clearer schedule, organized information, and fewer administrative tasks competing for your attention.

  • Inbox triage, calendar management & meeting schedulingFewer inbox interruptions1–2 hrs/wk
  • Document preparation, data entry & CRM updatesLess scheduling back-and-forth1–2 hrs/wk
  • Meeting notes, action tracking & travel coordinationCleaner records with less manual entry1–3 hrs/wk
  • Travel research, itinerary preparation & reservation trackingClearer follow-through after meetings1–2 hrs/wk
  • Contact list maintenance & routine correspondenceLess time coordinating travel30–90 min/wk
  • File organization, records upkeep & SOP formattingFaster access to organized files and SOPs30–90 min/wk
Estimated time saved per week for each delegated task. Actual savings vary by workload and process.
Tech stack
SlackNotionClickUp
Discuss this service
02

Bookkeeping & financial administration

Maintain consistent records and stay on top of routine financial work.

Tasks we handle
  • Transaction categorization & account reconciliation
  • Invoice preparation, payment tracking & receivables follow-up
  • Expense organization & recurring financial reports
  • Receipt collection, coding & digital filing
  • Accounts payable schedules & vendor record maintenance
  • Month-end checklist coordination & accountant document preparation
What you gain

Up-to-date books, visibility into outstanding payments, and organized records for your accountant.

  • Transaction categorization & account reconciliationLess time sorting and reconciling transactions1–2 hrs/wk
  • Invoice preparation, payment tracking & receivables follow-upFewer overdue invoices and manual reminders1–3 hrs/wk
  • Expense organization & recurring financial reportsQuicker expense review and reporting1–2 hrs/wk
  • Receipt collection, coding & digital filingLess receipt chasing and filing30–90 min/wk
  • Accounts payable schedules & vendor record maintenanceClearer vendor payment schedules30–90 min/wk
  • Month-end checklist coordination & accountant document preparationA smoother month-end handoff1–2 hrs/wk
Estimated time saved per week for each delegated task. Actual savings vary by workload and process.
Tech stack
QuickBooksXero
Discuss this service
03

Real estate & property support

Keep property operations and client communication moving.

Tasks we handle
  • Listing updates, inquiry handling & appointment coordination
  • Tenant or guest communication & maintenance request tracking
  • Document collection, vendor follow-up & transaction checklists
  • Lease files, listing records & renewal reminder updates
  • Rent roll, reservation calendar & occupancy tracking
  • Inspection, turnover & maintenance schedule coordination
What you gain

More consistent responses, clearer property records, and fewer missed follow-ups.

  • Listing updates, inquiry handling & appointment coordinationFaster inquiry responses and listing updates2–4 hrs/wk
  • Tenant or guest communication & maintenance request trackingFewer missed messages and maintenance follow-ups2–4 hrs/wk
  • Document collection, vendor follow-up & transaction checklistsLess time chasing documents and vendors1–2 hrs/wk
  • Lease files, listing records & renewal reminder updatesFewer missed renewals and record updates1–2 hrs/wk
  • Rent roll, reservation calendar & occupancy trackingQuicker visibility into occupancy and reservations1–2 hrs/wk
  • Inspection, turnover & maintenance schedule coordinationSimpler inspection and turnover coordination1–3 hrs/wk
Estimated time saved per week for each delegated task. Actual savings vary by workload and process.
Tech stack
AppFolioOwnerRezRentvineAirbnbVrboBuildiumGuestyHospitablePriceLabs
Discuss this service
04

Project & podcast coordination

Give deadlines, deliverables, and recurring production work a dependable owner.

Tasks we handle
  • Task board updates, deadline tracking & team follow-ups
  • Guest scheduling, episode coordination & asset organization
  • Publishing checklists, show notes & production handoffs
  • Meeting agendas, minutes & decision log maintenance
  • Stakeholder updates & project status report preparation
  • Transcription, timestamps & content repurposing coordination
What you gain

Clearer ownership and a steadier delivery schedule, with less time spent chasing updates.

  • Task board updates, deadline tracking & team follow-upsFewer deadline chases and status checks1–2 hrs/wk
  • Guest scheduling, episode coordination & asset organizationSmoother guest booking and preparation1–2 hrs/wk
  • Publishing checklists, show notes & production handoffsLess time assembling and handing off episodes2–3 hrs/wk
  • Meeting agendas, minutes & decision log maintenanceDecisions and next steps are easier to find1–2 hrs/wk
  • Stakeholder updates & project status report preparationQuicker, clearer stakeholder updates30–90 min/wk
  • Transcription, timestamps & content repurposing coordinationFaster reuse of recordings and content2–4 hrs/wk
Estimated time saved per week for each delegated task. Actual savings vary by workload and process.
Tech stack
ClickUpTrelloSlackMonday.comNotionAirtablePodbeanRiversideOpus Clip
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05

Lead research & appointment setting

Build a structured path from prospect research to the next conversation.

Tasks we handle
  • Prospect research, list building & contact verification
  • Outreach and follow-up using your approved messaging
  • Qualification notes, CRM updates & appointment scheduling
  • Target account research & contact record enrichment
  • CRM duplicate checks & lead data cleanup
  • Appointment reminders, rescheduling & lead status tracking
What you gain

An organized prospect pipeline and booked conversations that match your agreed qualification criteria.

  • Prospect research, list building & contact verificationLess time building and checking prospect lists2–4 hrs/wk
  • Outreach and follow-up using your approved messagingConsistent follow-up without manual chasing2–4 hrs/wk
  • Qualification notes, CRM updates & appointment schedulingFewer steps between qualification and booking1–3 hrs/wk
  • Target account research & contact record enrichmentBetter-prepared target account research1–2 hrs/wk
  • CRM duplicate checks & lead data cleanupCleaner CRM records and fewer duplicates30–90 min/wk
  • Appointment reminders, rescheduling & lead status trackingFewer missed appointments and stale leads1–2 hrs/wk
Estimated time saved per week for each delegated task. Actual savings vary by workload and process.
Tech stack
GoHighLevelAirtable
Discuss this service
06

CRM & workflow automation

Connect the steps between a new inquiry and a well-supported client.

Tasks we handle
  • CRM fields, pipeline stages & ownership rules
  • Lead capture, follow-up, booking & onboarding workflows
  • App integrations, workflow testing & handoff documentation
  • Form mapping, field validation & data cleanup
  • Workflow exception testing & issue logging
  • Process guides, admin training & system handoff
What you gain

Less duplicate entry, clearer lead ownership, and repeatable follow-up across your connected tools.

  • CRM fields, pipeline stages & ownership rulesLess manual data entry and record switching2–5 hrs/wk
  • Lead capture, follow-up, booking & onboarding workflowsFaster lead response and onboarding handoffs2–4 hrs/wk
  • App integrations, workflow testing & handoff documentationFewer integration errors and repeat checks1–3 hrs/wk
  • Form mapping, field validation & data cleanupCleaner form submissions and contact records1–2 hrs/wk
  • Workflow exception testing & issue loggingLess time finding and fixing workflow issues1–2 hrs/wk
  • Process guides, admin training & system handoffEasier system handoff and team onboarding1–2 hrs/wk
Estimated time saved per week for each delegated task. Actual savings vary by workload and process.
Tech stack
GoHighLevelMakeZapiern8n
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07

Websites & conversion funnels

Help visitors understand your offer and take a clear next step.

Tasks we handle
  • Service pages, landing pages & inquiry forms
  • Mobile layouts, booking paths & follow-up connections
  • Offer structure, conversion copy & tracking setup
  • Website content uploads & approved routine updates
  • Form testing, broken link checks & quality assurance
  • Analytics tagging & monthly performance snapshots
What you gain

A clear customer journey from your offer to an inquiry or booking, with tracking to guide improvements.

  • Service pages, landing pages & inquiry formsLess time maintaining pages and inquiry forms1–2 hrs/wk
  • Mobile layouts, booking paths & follow-up connectionsFewer lost leads during booking and follow-up1–3 hrs/wk
  • Offer structure, conversion copy & tracking setupClearer offer and more useful conversion data1–2 hrs/wk
  • Website content uploads & approved routine updatesRoutine site updates handled without a long queue1–2 hrs/wk
  • Form testing, broken link checks & quality assuranceFewer broken forms and avoidable site fixes1–2 hrs/wk
  • Analytics tagging & monthly performance snapshotsFaster access to useful performance snapshots30–90 min/wk
Estimated time saved per week for each delegated task. Actual savings vary by workload and process.
Tech stack
WordPressClickFunnelsGoHighLevel
Discuss this service
08

Email marketing & lead nurturing

Stay in touch with leads and customers through relevant, timely communication.

Tasks we handle
  • Contact segmentation & campaign scheduling
  • Welcome, nurture & re-engagement sequences
  • Email layout, approved copy & campaign reporting
  • List hygiene, bounce review & unsubscribe processing
  • Template proofing, link testing & device rendering checks
  • Campaign metric summaries & content performance tracking
What you gain

Consistent follow-up and more visibility into how your audience responds to your messages.

  • Contact segmentation & campaign schedulingLess time preparing lists and scheduling sends1–2 hrs/wk
  • Welcome, nurture & re-engagement sequencesFollow-up continues without repeated manual sends2–4 hrs/wk
  • Email layout, approved copy & campaign reportingQuicker campaign assembly and reporting1–2 hrs/wk
  • List hygiene, bounce review & unsubscribe processingCleaner lists and fewer deliverability issues30–90 min/wk
  • Template proofing, link testing & device rendering checksFewer avoidable link and display corrections30–90 min/wk
  • Campaign metric summaries & content performance trackingFaster insight into what content is working1–2 hrs/wk
Estimated time saved per week for each delegated task. Actual savings vary by workload and process.
Tech stack
MailchimpActiveCampaign
Discuss this service
09

Social media management

Build a consistent presence around your offer and audience.

Tasks we handle
  • Content planning, branded graphics & scheduling
  • Approved captions, community replies & inquiry routing
  • Content performance tracking & monthly recommendations
  • Profile information updates & asset library organization
  • Editorial calendar maintenance & approval coordination
  • Comment and message triage using your response guidelines
What you gain

A more consistent brand presence and a manageable publishing process tied to your business goals.

  • Content planning, branded graphics & schedulingLess time planning, creating, and scheduling posts2–4 hrs/wk
  • Approved captions, community replies & inquiry routingQuicker replies and better inquiry routing1–2 hrs/wk
  • Content performance tracking & monthly recommendationsClearer view of content results1–2 hrs/wk
  • Profile information updates & asset library organizationLess time searching for brand files and assets30–90 min/wk
  • Editorial calendar maintenance & approval coordinationFewer approval delays and missed publishing dates1–2 hrs/wk
  • Comment and message triage using your response guidelinesLess need to monitor every channel all day1–3 hrs/wk
Estimated time saved per week for each delegated task. Actual savings vary by workload and process.
Tech stack
CanvaGoogle AnalyticsFacebookLinkedInInstagramTikTokYouTubeThreadsCapCut
Discuss this service
11

AI architecture & engineering

Plan and build AI that fits the way your business already works.

Tasks we handle
  • AI use-case mapping & solution architecture
  • AI agents connected to your CRM, inbox & tools
  • RAG knowledge bases built from your own documents
  • Model, data & cost choices with security checks
  • Testing, guardrails & human hand-off steps
  • Documentation, team training & ongoing improvements
What you gain

A working AI setup your team understands, built on your real data and the tools you already use.

  • AI use-case mapping & solution architectureClear plan before money is spent on tools1–2 hrs/wk
  • AI agents connected to your CRM, inbox & toolsFewer repeat questions answered by hand2–4 hrs/wk
  • RAG knowledge bases built from your own documentsFaster answers from your own documents1–3 hrs/wk
  • Model, data & cost choices with security checksFewer surprises in cost and data safety1–2 hrs/wk
  • Testing, guardrails & human hand-off stepsLess time checking AI mistakes1–2 hrs/wk
  • Documentation, team training & ongoing improvementsEasier adoption by your team1–2 hrs/wk
Estimated time saved per week for each delegated task. Actual savings vary by workload and process.
Tech stack
n8nSupabaseAI agents
Discuss this service
12

Prompt engineering

Get reliable, on-brand results from the AI tools you already use.

Tasks we handle
  • Prompt libraries for your daily tasks
  • Brand voice, tone & format instructions
  • Custom GPTs, Claude projects & assistant setup
  • Prompt testing against real examples
  • Team prompt guides & quick-start training
  • Prompt reviews and updates as tools change
What you gain

Consistent AI output your team can reuse, instead of starting from a blank chat every time.

  • Prompt libraries for your daily tasksLess time rewriting AI drafts1–3 hrs/wk
  • Brand voice, tone & format instructionsMore consistent brand voice across content1–2 hrs/wk
  • Custom GPTs, Claude projects & assistant setupFaster setup for repeat tasks1–2 hrs/wk
  • Prompt testing against real examplesFewer weak or off-topic answers1–2 hrs/wk
  • Team prompt guides & quick-start trainingQuicker onboarding for new team members1–2 hrs/wk
  • Prompt reviews and updates as tools changePrompts that keep working as tools update1 hr/wk
Estimated time saved per week for each delegated task. Actual savings vary by workload and process.
Tech stack
Claude CodeCodexAI workflows
Discuss this service
13

Vibe coding & rapid app builds

Turn an idea into a working internal tool or app, fast.

Tasks we handle
  • Internal tools, dashboards & client portals
  • Prototypes to test an idea before a full build
  • Forms, calculators & website features
  • Connections to your CRM, sheets & automations
  • Testing, hosting setup & handoff
  • Updates and small fixes after launch
What you gain

A working tool in your hands sooner, built to fit your process rather than the other way around.

  • Internal tools, dashboards & client portalsLess manual work in spreadsheets2–4 hrs/wk
  • Prototypes to test an idea before a full buildFaster decisions from a working prototype1–2 hrs/wk
  • Forms, calculators & website featuresFewer copy-paste steps for your team1–3 hrs/wk
  • Connections to your CRM, sheets & automationsData kept in sync with your tools1–2 hrs/wk
  • Testing, hosting setup & handoffLess time fixing a fragile setup1–2 hrs/wk
  • Updates and small fixes after launchQuick changes as your needs grow1 hr/wk
Estimated time saved per week for each delegated task. Actual savings vary by workload and process.
Tech stack
Claude CodeCodexSupabaseNetlify
Discuss this service

GOOD QUESTIONS

Before we
get started.

Where should we start?

Start with a strategy conversation. We will review the work you want off your plate and identify whether a virtual assistant, a systems project, or combined support fits best.

Who do you work with?

Property managers and short-term rental operators, real estate teams, coaches, consultants, agencies, healthcare businesses, and other growing service businesses.

How is the work priced?

Scope determines the price. Hourly, project, and retainer arrangements are available depending on the support you need. We will agree on deliverables and expectations before work begins.

Can I combine VA support and systems work?

Yes. Many clients combine recurring operational support with website, CRM, or automation projects. You can start with one area and expand as needs become clear.

How will we communicate?

We agree on a communication platform, ownership, and update cadence at onboarding, with regular check-ins and clear tracking of the work.

Do you work with agencies?

Yes. White-label and partnership support is available. Contact us to discuss delivery responsibilities, scope, and communication.

LET’S BUILD YOUR NEXT CHAPTER

Get the right support.
Make room for growth.

Bring your goals, your bottlenecks, and your questions. We’ll help you identify a practical place to start.

Book a free strategy call Clear scope. Practical next steps. A conversation about your business.

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