Data entry & management support for technology companies

Technology teams move fast, and dirty or incomplete data slows everything down — whether that's a CRM full of stale contacts, a product database with inconsistent fields, or user records that haven't been reconciled after a migration. Trusty Oak Executive Assistants handle the structured, repeatable data work that your engineers and product managers shouldn't be doing. The result is cleaner data, fewer manual errors, and more time for the work that actually requires your team's expertise.

Fractional data entry & management support for tech companies

How Trusty Oak handles data entry & management for tech companies

A Trusty Oak EA assigned to your technology business will own the day-to-day execution of your data entry and management tasks inside the tools your team already uses — Salesforce, HubSpot, Airtable, Notion, Google Sheets, Jira, or whatever your stack includes. They'll follow your documented processes (or help you build them during onboarding) to enter, clean, tag, and organize data consistently across systems. Common workflows include updating CRM records after sales calls, maintaining product or feature databases, reconciling user data from multiple sources, and auditing spreadsheets for duplicates or formatting errors. Your Client Success Manager sets up a Strategic Delegation Plan at the start so the EA understands your data conventions, naming standards, and review process before touching anything. Your role is to flag priorities, spot-check outputs, and flag edge cases — the EA handles the volume.

What your EA takes off your plate

The most common mistake technology clients make is handing off data work without documenting their naming conventions, required fields, or data validation rules first — which leads to an EA making reasonable assumptions that don't match your system's logic. Before your first delegation, export a sample of clean, correctly formatted records and use them as a reference guide for the EA. Even a one-page Loom walkthrough of how your CRM or database is structured will cut onboarding time significantly and reduce back-and-forth.

CRM Record Updates and Enrichment

Keeping Salesforce or HubSpot contact and account records current after demos, onboarding calls, or data imports — including filling in missing fields, correcting company names, and tagging by segment or lifecycle stage.

Product and Feature Database Maintenance

Entering and updating product specs, feature flags, release notes, or SKU-level data in tools like Airtable, Notion, or a custom internal database according to your team's defined schema.

User and Customer Data Reconciliation

Cross-referencing user records across platforms — such as matching Stripe billing data with your CRM or syncing exported CSV data from one tool into another — to identify gaps, duplicates, or mismatches.

Spreadsheet Audits and Cleanup

Reviewing Google Sheets or Excel files for formatting inconsistencies, duplicate entries, broken formulas, or missing values, then correcting and standardizing the data to a defined format.

Jira or Project Tool Data Entry

Creating or updating tickets, epics, or task records in Jira, Linear, or Asana based on notes from planning sessions, bug reports, or stakeholder requests — following your team's field conventions and labeling standards.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Google Sheets

Microsoft Excel

QuickBooks

HubSpot

Salesforce

Airtable

...and many more!

Trusted by tech companies

Trusty Oak supports tech companies including Permute AI, Ritual — handling everything from data entry & management to broader operational support.

What data entry & management support costs for tech companies

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

Can a Trusty Oak EA work inside our internal tools or proprietary systems?

Yes — EAs regularly work inside client-specific tools, including internal admin dashboards, custom CRMs, and proprietary databases, as long as you can provide access and a brief orientation on how the system works. They're not engineers and won't troubleshoot backend issues, but they're comfortable learning new interfaces and following defined data entry workflows within them.

How do you handle data sensitivity and confidentiality for technology companies?

All Trusty Oak team members are US-based W-2 employees, not contractors, and are subject to confidentiality agreements. If your company requires an NDA before sharing access to internal systems or customer data, that's a standard part of onboarding and can be arranged through your Client Success Manager.

We already have engineers who could automate some of this — is an EA still worth it?

Often, yes — especially for tasks that are too variable or low-volume to justify building automation, or for data cleanup work that needs human judgment to handle edge cases correctly. An EA is also useful as a bridge while your team is scoping an automation, handling the manual workload in the interim rather than letting it pile up or pulling an engineer off higher-priority work.

Get your data work off your team's plate

Trusty Oak can match you with a US-based EA experienced in technology workflows within days. Monthly plans start at $1,000 with a one-time $300 onboarding fee that includes a Strategic Delegation Plan built around your tools and processes.