Stop doing data entry yourself — your time is worth more than that

Data entry and database management are necessary, but they don't require your expertise — they require accuracy, consistency, and time you don't have. Trusty Oak has logged 64 time entries in this category across clients in 16+ industries, handling everything from CRM updates to spreadsheet builds. Delegating this work frees you to focus on decisions that actually move your business forward.

What your executive assistant handles

Concrete tasks our team takes on — not vague promises.

CRM Data Entry & Cleanup

Your EA enters, deduplicates, and standardizes contact and deal records in platforms like HubSpot or Salesforce so your pipeline data is actually reliable.

Spreadsheet Building & Maintenance

From building structured Google Sheets or Excel trackers from scratch to updating recurring reports, your EA keeps your data organized and current without you touching a cell.

Database Migration & Formatting

When you're moving data between platforms or cleaning up an export, your EA handles the reformatting, field mapping, and error-checking so nothing gets lost or corrupted.

Form & Survey Data Compilation

Your EA pulls responses from tools like Typeform or Google Forms, organizes them into a usable format, and flags anything that needs your attention.

Invoice & Order Entry

Your EA logs invoices, purchase orders, or sales records into your accounting or inventory system — reducing the backlog that slows down your billing and reconciliation.

Contact List Building & Research Entry

Your EA takes raw research or prospecting data and enters it into a clean, structured list in your CRM or spreadsheet, ready for outreach or reporting.

$Trusty Oak fractional talent services$

How the handoff works

After onboarding, your dedicated Client Success Manager works with you to document exactly how your data should be entered, formatted, and filed — this becomes part of your Strategic Delegation Plan so your EA isn't guessing. In the first week, most clients start with a defined repeating task, like daily CRM updates or a backlog cleanup project, so the EA can build familiarity with your systems before taking on more. You share access to the relevant tools, set your quality expectations upfront, and your EA handles execution from there. For ongoing work, most clients use a shared task tracker or a simple email handoff to queue new requests.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Airtable

Google Sheets

Microsoft Excel

QuickBooks

Salesforce

HubSpot

...and many more!

What data entry & management support costs

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants

~$35/hour

25 hours $875

Specialists

~$50/hour

5 hours $250

Fractional Executives

~$95/hour

0 hours $0

Your monthly budget

$1,125

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

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Frequently Asked Questions

How do I make sure the data is entered accurately?

Your onboarding process includes documenting your data standards — field formats, naming conventions, required fields — so your EA works from a clear spec, not assumptions. For higher-stakes projects, many clients build in a spot-check review during the first few weeks before moving to a lighter oversight model.

What if I have a one-time backlog project rather than ongoing work?

That's a common starting point. Your monthly talent budget covers whatever mix of one-time and recurring tasks you have, and unused hours roll over each month. A backlog cleanup is a straightforward way to see how the workflow functions before expanding the scope.

Will my EA have access to sensitive business data, and how is that handled?

All Trusty Oak EAs are US-based professionals who sign confidentiality agreements, and access is scoped to only what's needed for the work. Most clients grant role-based or view-limited access in their tools rather than sharing full admin credentials.

How much does this cost, and is there a minimum commitment?

Data entry is handled by Executive Assistants at $35/hr, with monthly talent budgets starting at $1,000/month and a one-time $300 onboarding fee. There's an initial 3-month commitment, after which the arrangement is month-to-month.

Get your data under control

Tell us what you're working with and we'll match you with an EA who's done it before. Consultation is free and there's no obligation.