Tarshema Now Has a Real Estate Business That Runs Without Her Constant Oversight
Tarshema Harris is a real estate broker and team leader committed to building a high-performing business—and launching a coaching program on the side. But when she came to us, she was spending most of her time directing tasks instead of focusing on growth.
She had one admin, a tool she liked (Follow Up Boss), and no documented processes to support her team. She was giving daily instructions just to keep tasks moving because nothing could get done without her input. So she booked our Done-For-You Systems service.
Before Working With Us… Tarshema Had the Team, But No Systems to Support Them
Without back-end systems in place, Tarshema had to manage every detail herself and her admin couldn’t fully take work off her plate. Here’s what was happening:
No automation: Every task, from managing transactions to following up with clients, had to be triggered manually. She was constantly sending messages like, “Hey, can you email XYZ with this info?”
No autonomy for her admin: With no SOPs or reference guides, her assistant needed direction on every task and couldn’t operate independently.
Her time was stretched thin: She wanted to launch a coaching program and support her husband’s investment team, but she couldn’t step away from daily operations long enough to start.
What We Set Up to Help Tarshema Reclaim Her Time
Over 3 months, we set up tech tools & automations and gave her admin the tools and training needed to work independently.
Here’s what we implemented:
We automated her deal process: We used her favorite software (Follow Up Boss) and connected it with automation tools so tasks would happen automatically as each deal moved forward. She no longer has to remind her team what to do at every stage.
We created a playbook for her admin: We wrote down every step of her workflow in an easy-to-follow guide, so her assistant always knows what to do without asking.
We made video tutorials to train her team: We recorded simple walkthrough videos showing exactly how to use the systems, making it easy for anyone new to learn how to do their jobs fast.
✔️ follow-up boss crm set-up
✔️ custom zapier automations
✔️ team Operations manual
✔️ Team Training resources
… and more!
With these systems in place, tasks no longer relied on Tarshema to get done. Her admin had structure, Tarshema had her time back, and the business finally operated smoothly—without her needing to oversee every step.
Want this set up in your own business?
“Working with Day to Day Assist has been an absolute game changer for our business. Jennifer is exceptional—she not only helped us fix and streamline our entire operations, but she also brought a level of organization and clarity that we didn’t realize we were missing.
What truly stood out was her ability to automate the majority of our transaction-related tasks. Because of her, we now have a system in place where nothing falls through the cracks. Every step is accounted for, and the workflow is smooth, efficient, and stress-free.
If you’re a business owner feeling overwhelmed or in need of systems that actually work, I cannot recommend Jennifer and Day to Day Assist enough. Her support has made our day-to-day operations so much easier, and the results have been felt immediately. Worth every penny.”
— Tarshema h. | Real Estate Team Leader
Ready to fully hand off tasks to your team?
If you’re spending more time directing your team than growing your business, we can help.
You might be: ✔️ Leading a small but mighty team of 2–10 and stretched thin ✔️ Ready to hire or delegate but lacking documentation and systems ✔️ Delivering for clients but feeling stuck behind-the-scenes
Our Done-for-You Systems service is designed to fix that. In just 3 months, we’ll:
Set up your back-end tech tools and automations so they work seamlessly together.
Develop employee onboarding & training materials and document standard operating procedures so new team members can learn their roles quickly.
And support your growing business with continued systems maintenance.
All so you can focus on big-picture goals, empower your team to take ownership and grow your business without burning out.
Here’s what the 3-month process looks like:
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We’ll start by learning the back-end of your business—reviewing current tools, workflows, and team structure.
Includes:
CEO Workday Analysis. We’ll take a close look at how your business runs day to day and uncover what’s causing operational slowdowns or inefficiencies. This gives us the insight we need to fix what’s not working.
Team Calls. We’ll meet with key team members to understand how they work, where things get stuck, and how we can improve systems so everyone knows what to do and can work more efficiently.
Custom Systems Plan. You’ll get a clear, detailed plan showing how we’ll set up your tech tools, team training, and client processes so your business runs smoothly without needing you to manage everything.
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Once your plan is approved, we’ll move into building and optimizing your tools—setting up everything your business needs to run smoother and scale faster.
Includes:
Tech Setup & Optimization. We’ll build or update your CRM, project management system, and automations so everything works together and supports both your team and clients. We specialize in 20+ tech tools and can handle complex automations. Whether you're using tools you already have or need new recommendations, we’ll make sure everything runs smoothly.
Asset Creation. We’ll create the documents your team needs to stay on track and deliver a great client experience—like onboarding guides, intake forms, and checklists.
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With your systems in place, we’ll document everything and build training resources so your team can confidently use and maintain what we’ve set up.
Includes:
Operations Manual. We’ll create a simple, well-organized guide that outlines your key processes, tools, and policies. Your team will know exactly what to do, when to do it, and how to do it—without needing to ask you.
Employee Onboarding & Training Library. We’ll build a full onboarding program inside a learning management system (with organized modules, clear lessons, assessments and activities) that teach your team how to use your systems, serve your clients, and succeed in their role from day one. This library will save you hours of hand-holding and make your team feel confident and supported.
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We don’t just set things up and disappear. Once everything is live, we stay on to make sure your team is confident and your systems work like they should.
Includes:
Final Walkthrough Call. We'll walk your team through every new system, workflow, and asset—so no one’s confused, and you’re not stuck playing tech support after the project wraps.
1-Month Post-Service Support Period. We’re in your corner for the next 30 days. Monday through Friday, we’ll be available to troubleshoot, answer questions, and make sure your systems are running smoothly while your team gets fully up to speed.
Optional: Systems Maintenance Retainer. Your business will grow and shift—and your systems should grow with it. Our quarterly maintenance retainer gives you ongoing support to keep everything optimized, updated, and working as you scale.
Our packages are fully customized for your business model and industry, so we encourage you to book a complimentary clarity call to learn more about how we can assist you.
See how we helped real estate broker Tarshema Harris automate her operations, empower her admin, and free up time to grow her business and launch a coaching program.