Industries
Filipino virtual assistants for agencies, coaches and SaaS
Client onboarding, project coordination, operations and customer support for service and software businesses, so the founder stops doing every job.
Where the hours go
The work that piles up
The founder is still the operations team
Onboarding, invoicing, scheduling and reporting all route through the owner, which caps how many clients the business can take on.
Client onboarding is slow and inconsistent
Every new client gets a slightly different experience, and missing access or assets delay the actual work by days.
Projects drift without a coordinator
Tasks stall between team members, deadlines slip quietly, and the owner finds out when the client complains.
Support competes with building the product
In small SaaS teams, developers and founders answer support tickets, which slows down the product roadmap.
Roles
Who we place for agencies, coaches & saas
- Agency operations assistantAn agency operations assistant runs the machinery behind client work: onboarding, project coordination, reporting, invoicing and the admin that keeps the founder stuck.
- SaaS customer supportA SaaS support rep handles tier-one tickets, helps new users get started, keeps help docs current and turns bug reports into tickets your engineers can act on.
- Executive assistantAn executive assistant runs your inbox, calendar and follow-ups so your hours go to the work only you can do. We place Filipino EAs who have supported busy leaders before.
- Automation specialistAn automation specialist connects your tools so data moves on its own: leads routed, records synced, reminders sent and reports built without anyone copying and pasting.
- Video editorA video editor turns your raw footage into reels, YouTube videos, ads and course lessons, with pacing, captions and sound that hold attention.
- YouTube channel managerA YouTube channel manager handles everything around your videos: titles, thumbnails, publishing, playlists, comments and analytics, so you can focus on making them.
Tasks you can hand off
- Run client onboarding with checklists, access requests and kickoff scheduling
- Coordinate projects and keep task boards current
- Prepare client reports and presentations from templates
- Manage invoicing, contracts and renewals
- Answer customer support tickets and write help articles
- Schedule coaching sessions and manage course or community admin
- Keep the CRM and client records organized
- Document processes as SOPs while doing the work
Common tools in this work
- ClickUp or Asana
- Notion
- HubSpot or GoHighLevel
- Slack
- Intercom or Help Scout
- Kajabi or Teachable
- Loom
- Google Workspace
Your clients' data and access
Agencies and SaaS companies hold other people's data, so access needs care. Give each VA named accounts with the least access their role needs, keep client credentials in a shared password manager, and check your client contracts for rules on subcontractors. Every VA signs an NDA and passes a background check.
Service businesses hit the founder ceiling
Agencies, coaching businesses and early SaaS companies often grow until the founder can’t take another call. The work isn’t only client delivery. It’s onboarding, scheduling, reporting, invoicing and support, all running through one person. An operations VA breaks that bottleneck.
Two specialist roles
- Agency operations assistants own client onboarding, project coordination, reporting and the admin around delivery.
- SaaS customer support reps handle tier-one tickets, help docs and bug reports, so engineers stay on the roadmap.
Content-heavy businesses also use video editors and YouTube channel managers, and almost every service business benefits from an automation specialist connecting their tools.
Systems first, then people
Service businesses gain the most from our business solutions work, because their processes usually live in the founder’s head. Documenting onboarding and delivery as SOPs before hiring means your VA runs a real system, and it’s the same system you’ll use for every future hire.
FAQ
Common questions
What's the first role an agency usually needs?
An operations assistant who owns onboarding, project coordination and reporting. It removes the founder from the daily machinery, which is usually the constraint on growth.
Can a VA talk to our clients directly?
Yes, once they know your service and tone. Many agencies introduce their operations assistant as the client's day-to-day contact for scheduling, access and status updates.
Do you place technical support for SaaS products?
We place customer support reps for SaaS, handling tier-one tickets: how-to questions, account issues and bug reports with clear reproduction steps. Deep technical issues escalate to your engineering team.
Can coaches use a VA for course and community admin?
Yes. Scheduling sessions, onboarding new members, managing course platforms like Kajabi or Teachable and moderating communities are all common tasks.
Tell us what's slowing your business down.
Book a 30-minute discovery call. Bring your task list and a budget range, and we'll show you what to delegate first.
Book a discovery call