Scale Client Retainers.
Eliminate Implementation Drag.
Stop losing 25+ hours a week configuring ClickUp task dependencies, transcribing Loom videos into Notion SOPs, testing Make.com webhooks, checking contractor deadlines, and assembling monthly client KPI reports. Get an operations-fluent assistant supervised by your dedicated Project Manager at zero extra cost.
Focus on High-Ticket Strategy, Leadership & Growth
Single Dedicated Project Manager
Your PM supervises daily execution across all your client accounts, verifies deliverable quality, and enforces standard operating procedures.
Online Business Ecosystem Fluency
Native proficiency in ClickUp, Asana, Notion, Airtable, Slack, Loom, Zapier, Make, Kajabi, ActiveCampaign, and Circle.
Strict Productive Time Billing
No inflated agency markups or subcontractor retainer risks. Pay purely for productive minutes logged on client tasks.
Daily Native Fluency Across Essential OBM Project Management, Automation & Community Stacks
What Your OBM Virtual Assistant Executes Daily
Online Business Managers, Integrators, and Fractional COOs are hired to drive strategy, manage team accountability, and optimize profit margins—not to spend four hours formatting task lists and cleaning email tags. Delegate the daily implementation grind to vetted operations assistants.
ClickUp & Asana Project Space Hygiene
Keep your clients' project management spaces immaculate. We build sprint lists, map dependencies, configure custom fields, assign deliverables, and clean up overdue tasks before weekly sync calls.
- ✔ Building ClickUp Space/Folder architectures and sprint cadences
- ✔ Setting start/due dates, dependencies & priority tags across teams
- ✔ Morning project sweeps to clear roadblocks and update status boards
SOP Documentation & Notion Company Wikis
Turn disorganized client processes into scalable systems. We transcribe client Loom recordings, structure step-by-step Standard Operating Procedures, insert screenshots, and organize central Notion wikis.
- ✔ Converting raw Loom walkthroughs into written, formatted SOPs
- ✔ Structuring searchable Notion knowledge bases and department hubs
- ✔ Updating legacy documentation when software interfaces update
Subcontractor Coordination & Deadline Chasing
Never let copywriters, video editors, or web designers miss critical client launches. We follow up on deliverable drafts, perform initial QA checks, and prepare assets for your final review.
- ✔ Tracking external contractor milestones and daily Slack check-ins
- ✔ Reviewing initial draft submissions against design/copy creative briefs
- ✔ Collecting contractor timesheets and matching hours to invoices
Zapier & Make Automation Maintenance
Keep business integrations running without manual friction. We build linear and multi-step zaps, monitor Make.com error alerts, fix broken field mappings, and test checkout webhook payloads.
- ✔ Building lead capture, CRM syncing & project board automation routes
- ✔ Monitoring failed scenario executions and fixing syntax errors
- ✔ Testing Stripe/Thrivecart webhook triggers into community memberships
Launch Logistics, Course Portals & Funnel QA
Deliver stress-free product launches. We stage course modules in Kajabi or Skool, test email broadcast automation tags in ActiveCampaign, verify checkout coupons, and run mobile QA tests.
- ✔ Uploading video lessons, PDFs & resources into course platforms
- ✔ End-to-end checkout testing (opt-in → upsell → confirmation email)
- ✔ Setting community access tiers, welcome sequences & member permissions
Client KPI Dashboards & Monthly Reporting
Arm your executive reviews with verified operational data. We pull sales revenue, lead conversion rates, contractor utilization, and customer support metrics into clean slide decks or dashboards.
- ✔ Consolidating weekly scorecard data across Stripe, GA4 & ad platforms
- ✔ Building executive presentation decks in Canva or Google Slides
- ✔ Tracking team capacity, contractor budget burn & task velocity
How SageDoer Works for Online Business Managers
From task delegation to client delivery—completely managed with zero supervisory headache for high-capacity OBMs.
Phase 1: Submit Requirements
Share your client roster size, primary tool stack (ClickUp, Asana, Notion, Make), and the specific implementation tasks that bottleneck your time via WhatsApp, Form, or Email.
Phase 2: Finalise the Deal
Our dedicated project manager meets with you to review your agency standards, executes mutual NDAs protecting your client data, and sets up role-based access rules.
Phase 3: Expert Execution
Your project manager coordinates your virtual assistant daily, spot-checking ClickUp sprint tasks, auditing SOP write-ups, verifying automations, and ensuring deadlines are met.
Phase 4: Pay Only for Output
We log and charge exclusively for the assistant's actual working hours. Your dedicated project manager's compliance and operational supervision is 100% free.
Simple, Predictable Hourly Rates. No Retainers.
Pay strictly for hours of real operations support. Your dedicated Project Manager's oversight is 100% free.
Part-Time
Perfect for solo OBMs managing 2–3 active retainer clients who need daily project hygiene, SOP writing & contractor check-ins.
- ✔ Pay only for hours of pure work
- ✔ Dedicated Project Manager included
- ✔ Free management supervision
- ✔ Zero setup or onboarding fees
- ✔ No monthly membership charges
Full-Time
For agency OBMs, multi-client integrators, and fractional COOs managing 4–8 clients with heavy launch and automation needs.
- ✔ Pay only for hours of pure work
- ✔ Dedicated Project Manager included
- ✔ Free management supervision
- ✔ Zero setup or onboarding fees
- ✔ No monthly membership charges
Why Online Business Managers Choose SageDoer
Freelance job boards pass all hiring, training, and supervision risk onto you. SageDoer delivers fully supervised operational execution.
| Feature | Traditional Freelance Platforms | The Smart Choice: SageDoer |
|---|---|---|
| Platform & Placement Fees | Up to 40% in hidden platform markups, recruiting fees, and monthly subscriptions | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must micromanage subcontractors while managing client CEOs and high-level strategy | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with no background in ClickUp sprint hygiene, Notion databases, or Make.com | Internally vetted, rigorously trained digital operations specialists |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates during acute client onboarding rushes | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex, multi-freelancer invoices with currency headaches across different client projects | Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Start the hiring and onboarding process all over again when a freelance assistant ghosts | Seamless internal replacements with zero client workflow disruption |
Trusted by Certified OBMs & Operations Agency Leaders
Hover over any card to pause the review stream
"As an OBM charging $3,500/month per client retainer, I was wasting 15+ hours a week formatting ClickUp boards and cleaning up messy Notion pages. My SageDoer assistant maintains all task hygiene, transcribes my Loom SOPs, and checks contractor progress. I expanded from 3 to 6 retainer clients without feeling overwhelmed!"
"We manage multiple 7-figure digital creator businesses. During high-ticket launches, testing ActiveCampaign automation paths and Kajabi checkout pages used to keep me up past midnight. SageDoer runs rigorous funnel QA tests and monitors our Make.com zaps. The free dedicated PM model is an incredible value."
"Chasing copywriters and graphic designers for my clients' weekly deliverables was eating up all my strategic thinking time. My assistant manages the daily contractor check-ins, confirms asset specs, and prepares everything for my final review. Having a full-time assistant at $6/hr has saved our consultancy over $50,000 in payroll."
"Compiling monthly client KPI decks from Stripe, Google Analytics, and team time trackers used to take two full working days every month. SageDoer consolidates the numbers into gorgeous Google Slides within 24 hours. My clients are thrilled with the reporting speed."
Frequently Asked Questions
Clear answers on how our managed virtual assistants support online business managers, fractional COOs, and operations agencies.
Ready to scale your OBM agency and client retainers?
Tell us about your active client load, primary operational tools (ClickUp, Asana, Notion, Make), and the routine implementation tasks that drain your capacity. We’ll structure a tailored operations support workflow within 24 hours.
Request Your OBM Operations Assistant
Fill out the quick form below. Our team responds within 2 hours.