TOBYTECHY
●CRM-Driven Executive Assistant●120+ Clients Served●Top-Rated Operator on Upwork●6 Years of Performance Media●$8.2M+ Pipeline Influenced●Replies in < 4 Business Hours●Zoho · GoHighLevel · HubSpot●Meta · Google · TikTok Ads●CRM-Driven Executive Assistant●120+ Clients Served●Top-Rated Operator on Upwork●6 Years of Performance Media●$8.2M+ Pipeline Influenced●Replies in < 4 Business Hours●Zoho · GoHighLevel · HubSpot●Meta · Google · TikTok Ads
HomeAboutServicesPortfolioProcessContact
Accepting new clients · 2026.Q2

I help founders turn ad clicks into paying customers with a CRM, website and ads system built to work together.

For coaches, agencies and service businesses who are tired of leads slipping through the cracks — I build the follow-up, funnels and reporting that turn marketing spend into predictable revenue.

Book Strategy Call ▸See How It Works ↓
4.9★
Client Rating
$8.2M+
Pipeline Built
120+
Clients Served
TOBYTECHY revenue operations platform
// Live Client Console
One system for ads, leads, follow-up and reporting.
⭐
4.9★ average · Top-Rated on Upwork
120+ founders served · 6 years shipping revenue systems
"Lead response dropped from 6 hours to 4 minutes. Total game-changer." — Marcus W., Whitman Legal
What We Build

Four interconnected practices, one operational standard. Pick a single sprint or layer them into a full revenue engine.

🧩

We Build CRMs

Pipelines that actually run themselves.

  • ▸Zoho One & GoHighLevel architecture
  • ▸Custom modules & lead scoring
  • ▸Migrations with zero downtime
  • ▸Documented runbooks for your team
Learn more →
🎯

We Run Paid Media

Profitable Meta, Google & TikTok campaigns.

  • ▸Full-funnel campaign strategy
  • ▸Creative + landing page ops
  • ▸Weekly ROAS briefings
  • ▸Audience research & scaling
Learn more →
🌐

We Ship Websites

High-conversion sites wired to your CRM.

  • ▸Squarespace & Webflow builds
  • ▸Core Web Vitals tuned
  • ▸Booking, checkout & intake forms
  • ▸Brand-grade visual systems
Learn more →
⚙️

We Automate Ops

Invisible systems running 24/7.

  • ▸Make, Zapier & n8n workflows
  • ▸Inbox, calendar & SOPs
  • ▸Webhook bridges & data sync
  • ▸Reporting on autopilot
Learn more →
Explore all services →·See recent work ↓
Services

Every capability listed below ships with documentation, training and a 30-day stewardship window.

CRM & Automation

Web & Design

Paid Media

Strategy & Ops

Honest Pricing

Most operators charge 3× more — I deliver the same enterprise-grade results at a competitive rate, with no surprise bills.

Get a Quote ▸
Solve Any Business Challenge

From a leaky pipeline to a brand-new launch — pick the lane and I'll architect it end to end.

🧱

CRM & Pipelines

  • •Pipeline architecture
  • •Lead scoring & routing
  • •Custom triggers
  • •Reporting & dashboards
🚀

Web & Funnels

  • •Squarespace & Webflow
  • •Landing page optimization
  • •Booking integrations
  • •Brand visual systems
📈

Paid Media

  • •Meta & Google Ads
  • •TikTok campaigns
  • •Funnel strategy
  • •Weekly ROAS reports
🛠

Automation & Ops

  • •Make / Zapier / n8n
  • •Webhook bridges
  • •SOPs & documentation
  • •Inbox & calendar ops
✅Top-Rated on Upwork
⭐4.9★ Client Rating
💼Transparent Pricing
⚡< 4hr Response Time
Six Years. Numbers That Compound.

Outstanding top-rated freelance operator — performance you can underwrite.

6+
Years Experience
120+
Clients Served
$8.2M+
Pipeline Influenced
3.2x
Avg ROAS
5,300+
Leads Generated
4.9★
Client Rating
Live Workflows & Dashboards

A sample of the CRM workflows, automations and dashboards I've shipped for founders across coaching, legal, agency and B2B.

GHL Email Workflow
GHL Email Workflow// Live
GHL Automation Trigger
GHL Automation Trigger// Live
HubSpot Sales Dashboard
HubSpot Sales Dashboard// Live
Zoho Email Marketing
Zoho Email Marketing// Live
HoneyBook Intake
HoneyBook Intake// Live
HubSpot Analytics
HubSpot Analytics// Live
See Full Case Studies →How We Work →
The Mission
🚩

More than just tech support.

For six years I've sat at the intersection of administrative precision and technical execution — building the CRM, web and ad infrastructure that lets founders reclaim their calendar and scale without chaos.

Every engagement leaves behind documented systems your in-house team can actually operate. No black boxes. No surprise invoices. Just compounding revenue infrastructure.

Read full story →
// Operating Principles
  • Systems over heroics
    If a task repeats, it gets a workflow.
  • Numbers, not vibes
    Every decision anchored to ROAS & pipeline velocity.
  • Executive bandwidth
    Every hour saved compounds across your week.
  • Documentation first
    Every system ships with a runbook.
The Process

A repeatable, documented path from brief to live system.

Phase · 01

Brief

Intake form → 30-min discovery call within 4 business hours.

Phase · 02

Architect

System map, scope, milestones and fixed price delivered in 72 hours.

Phase · 03

Build

Sprint or Architecture cadence with weekly demos and async updates.

Phase · 04

Handover

Runbook, training and 30-day stewardship to lock in adoption.

What Clients Say

Field reports from founders after the systems go live.

"
TobyTechy rebuilt our entire intake and follow-up system in GoHighLevel. Lead response dropped from 6 hours to 4 minutes.
Marcus Whitman
Founder · Whitman Legal Group
"
Half EA, half engineer. Toby handled my inbox while quietly automating my whole sales pipeline.
Sarah Coleman
Coach · Coleman Consulting
"
The Zoho cleanup alone paid for the engagement three times over. Total game-changer.
Robert Bennett
Director · Bennett B2B
Frequently Asked

Everything you'd ask on the first call. If something's missing, just book a free 15-min audit.

Still have questions? → Book a free 15-min call

// The Nexus

Ready to automate your excellence?

Book a call and we'll map your next move. Replies inside 4 business hours.

📅 Book on Calendly ▸