Small Business Systems Development
Done-for-You Systems for Your Team, Clients, and Operations — So You Can Scale Without Burnout
We’ll set up your back-end tech tools and automations so they work seamlessly together. Document employee onboarding & training materials and 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 work smarter, onboard easier, save on operations costs, provide a better client experience, and scale faster.
Our Systems Helped Chelsea Confidently Scale Her Real Estate Company to a Team of 6 Within 3 Months of Working With Us.
Our Systems Helped Duane Double The Customer Base of His Wedding Venue & launch A Second Venue Within 1 Year of Working With Us.
Your job title is CEO, not “firefighter”
AND YET HERE YOU ARE, PUTTING OUT FIRES EVERY DAY
Even with a team, you’re still doing everyone’s job because the systems you have just aren’t working.
You’ve invested in tools before, but the setup no longer fits where your company is now. Your team wasn’t trained, and everything behind the scenes feels like a mess because so much is still being done manually.
You’re constantly hand-holding the team member who was supposed to lighten your load. But without clear systems, they can’t do their job without you. And when it doesn’t work out? You’re back in hiring mode, onboarding replacements with nothing documented to help them succeed.
YOUR TIME WOULD BE BETTER SPENT:
We’re here to bring order to the everyday chaos, so you can do just that.
This is perfect for you if…
✔️ Your team can’t function without you. You're the one they come to for login information, client updates, and what to do next because nothing is written down.
✔️ You’re struggling to find and retain employees that can perform at the level you need because there’s no structure, no training, and everything lives in your head.
✔️ You want to grow your team, but things are so unorganized behind the scenes that you're embarrassed to bring anyone else in and you don’t have the time to fix it.
✔️ You’ve been unsuccessful with tech tools and automations. They’re not making your workday easier and your team barely uses them.
✔️ You want to sell your business or replace yourself with another CEO one day, but there’s not enough structure that someone else could confidently step into.
✔️ You want to take a real, fully unplugged vacation or maternity leave without worrying that something will go left undone or that your team will be texting you the whole time.
In just 3 months, we’ll fix your systems, set up the right tech tools, and create a complete team onboarding and training library, so you can step out of daily execution and lead your team with confidence.
What to Expect: Our 3-Month Process and Deliverables
We know hiring a team to clean up the back-end of your business can seem quite disruptive to your daily operations, which is why we’ve made our process as efficient and hands-off as possible, so we’re not adding to the overwhelm.
Month 1: Workday Analysis & Strategy
We’ll start by assessing how your business operates behind the scenes: reviewing your tools, workflows, and team structure to see what’s working, what’s not, and where things are breaking down.
Includes:
Workday Analysis. We’ll meet with you and your team to understand how everyone’s actually working — what they’re doing, how they’re doing it, and where things feel unclear, ineffiecient, or manual. That way, we’re not just guessing what needs fixing — we’re building systems around how your business really runs.
Custom Systems Plan. Based on what we uncover, you’ll get a clear, detailed roadmap showing how we’ll streamline your tools, document your processes, and build onboarding and training systems your team can actually use.
Month 2: Tech Systems Buildout
Once your custom plan is approved, we’ll move into setting up the tools, workflows, and assets your business needs to run efficiently.
Includes:
Tech Tool Setup & Optimization. We’ll build or refine your CRM, project management system, and automations so your tools actually support the way your team works. We specialize in over 20 platforms and handle everything from workflow design to complex automations using app integration tools like Zapier. Whether you're using tools you already have or need better ones, we’ll make sure they work together seamlessly.
Team & Client Assets. We’ll create the documents and templates your team needs to stay on track and deliver a consistent client experience — including hiring kits, onboarding guides, intake forms, internal checklists, and more.
Month 3: Documentation & Team Training
With your tech tools built, we’ll document everything and create training resources so your team can confidently run and maintain what’s been set up without relying on you.
Includes:
Operations Manual. We’ll create one central, easy-to-follow manual that outlines the key processes, tools, and responsibilities for each core role on your team. This becomes your go-to resource for how your business runs and what every team member is accountable for.
Tutorial Library. We’ll build a video training hub that walks through the exact tools and workflows we implemented, so your team knows how to use and update them day-to-day.
*Optional Structured Employee Training Program Add-On: If you have a larger team or plan to grow one soon, you can add on a full employee onboarding program built inside a learning management system. This is a structured, role-specific training experience with organized modules, video curriculum lessons, learning activities, and assessments. It’s designed to walk new hires through how your business runs, how to use your systems, and how to succeed in their role — all without you needing to be hands-on. This is a great option for business owners who want a repeatable, high-quality onboarding process that saves time and helps team members quickly develop the skills they need to do their job well.
Ongoing Support & Maintenance
We don’t just set things up and disappear. Once everything is live, we stay on to make sure your systems work the way they should and your team knows exactly how to use them.
Includes:
Final Walkthrough Call. We’ll walk your team through each new system, workflow, and asset so everyone is clear on what’s in place, how to use it, and where to find what they need. You won’t be stuck explaining it all yourself.
30-Day Post-Service Support. For the next month, we’re available Monday through Friday to answer questions, troubleshoot issues, and make sure everything runs smoothly while your team settles in.
*Optional Systems Maintenance Retainer Add-On: As your business grows, your systems should too. Our quarterly retainer gives you ongoing support to update tools, improve processes, and keep everything optimized as you scale.
Investment: starts at $7,500
Packages are fully customized based on your business model, team size, and scope of work.
Most clients invest between $7,500 and $11,500, with 3-month payment plans available. Final pricing depends on the tools we set up, how much documentation is required, and any add-ons you choose. A detailed quote will be provided after your Clarity Call.
Tarshema Now Has a Real Estate Business That Runs Without Her Constant Oversight.
"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. Her support has made our day-to-day operations so much easier, and the results have been felt immediately. Worth every penny."
— Tarshema h. | broker & real estate Team Leader
Christina Got Her Time Back, Has Organized Processes That Reduce Workday Chaos, and Launched A New Course.
"Jennifer was a huge help in implementing systems in my business. She really helped me figure out what I needed to streamline and needed more clarity on. She also helped me launch my first course, and create resources for my students. I highly recommend her for your operations and systems, especially as a creative!"
— Christina j. | Brand Photographer & Coach
Diana Reclaimed Her Time and Now Feels At Peace With Her Business Operations.
"Working with Day to Day Assist has helped me gain my time back, yet I feel at peace knowing my systems are streamlined and automated. It's been a pleasure working with Jennifer and her team, they are professional, organized, and punctual and the communication is outstanding! Everything you need as a busy business owner."
— Diana j. | Brand designer
Ashley’s Entire Team Feels More Confident About the Way They Work.
Before working with us, this creative consultancy was worried about a potential lack of results. They didn’t want us to implement systems that didn’t align with or keep up with the future growth of their business.
The feedback we received: "It was a wonderful experience that left our entire team feeling equipped with tools, best practices, and a clean system to work with and move forward with business."
— ASHLEY B. & TEAM | Creative consultancy
Fantacee’s Workflows Are Organized, Efficient, and Way Less Stressful.
“Our online process in business was chaotic before meeting with Jennifer. I can without a shadow of a doubt say, she knows what she is doing! The skillset she brings to the organization of not only an online platform but her ability to think critically is unmatched.”
— Fantacee Brown, Public Representative
Elcorese Can Finally Focus on CEO-Level Tasks.
"Working with Day To Day Assist was a great experience. I no longer agonize over the time it's going to take me to get administrative tasks done.”
— Elcorese Brown, CPA
Tools We Set Up
I’M JENNIFER
Founder of Day to Day Assist
As a fellow Founder, I get that your time is precious. That’s why our specialty is giving visionaries like you time freedom.
For the past 8+ years, Day to Day Assist has been helping service providers in 20+ different industries transform their workdays with better systems and an aligned team that takes their business to new heights.
Industries We’ve Worked With:
PROPERTY APPRAISER
LAW FIRM
REAL ESTATE TEAMS
COPYWRITER
DEI CONSULTANT
Spas & beauty pros
Brokerage
Financial Advisor
Photographers
Coaches & consultants
Private Chef
Therapist
Creative Agencies
Event Venues
Virtual Assistants
Operations agency
non-profit orgs
Notaries
As long as you have a growing team and a vision for your business’ trajectory, we’ll get your systems in order so you can grow better.
Frequently Asked Questions
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We do the heavy lifting, but your involvement is still important.
In the first phase, you’ll need to share any existing documents, SOPs, or trainings you have (don’t worry if it’s messy or incomplete). Once we start building, you’ll need to review and approve the systems, documents, and tech setups we create.
Most clients spend about 2 to 4 hours per week giving feedback, answering questions, or recording trainings during active phases.
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We create the materials that make training easy, but we don’t do live team trainings. Instead, we build your onboarding and training library with slides, talking points, and even assessments.
You (or a team member) will record the trainings, since no one knows your business better than you. This keeps the content accurate and personal and ensures your team hears it in your voice.
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We’ve served clients in the following industries:
Property Appraiser
Law Firm
Notaries
Real Estate Teams
Copywriter
Brokerage
Financial Advisor
Photographers
Coaches & Consultants
Therapists
Spas & Beauty Professionals
Non-Profit Organizations
Private Chef
Creative Agencies
Event Venues
Virtual Assistants
Operations Agency
DEI Consultant
PR Agency
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We’re tech-savvy, so we can set up your tools and teach your team how to actually use them day to day. We’ve worked with platforms across different industries and know how to make them work together to support your systems.
Some of the tools we set up regularly include:
ClickUp, Dubsado, HoneyBook, Follow-Up Boss, KW Command, HubSpot, Airtable, Apollo, Asana, Zapier, Lawmatics, and Mighty Networks.If you’re already using other platforms, just let us know—we’re quick to learn and make it work for your team.
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Yes. Our Done-for-You Systems service starts at $7500.
Here are your payment options:
Pay-in-full at signing of the contract
3 equal monthly payments (first payment due at signing of the contract)
*Packages are fully customized, so pricing varies based on the scope of work, the number of tech tools, and your business model.
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We’ll build your systems so they work for you now and support the team you plan to grow into.
You’ll also get hiring resources, including job descriptions, onboarding materials, and training templates. That way, when you’re ready to hire, your business will already be set up to support them.
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That’s exactly why we’re here. Most of our clients come to us with very little in place—just a few scattered notes or outdated Google Docs, if anything at all.
We’ve worked with businesses across several industries and do a lot of research to fill in the gaps, so you don’t have to stress about starting from scratch.
You’ll walk away with a full set of SOPs, a streamlined backend, and tech tools that actually work for your business. If you do have assets, we’ll use what you’ve got and make them better.
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Not at all. Part of our job is helping you choose the right tools based on how your business runs and what you actually need.
If you already have tech in place, we’ll work with what you’ve got and optimize it. If you’re starting from scratch or know something isn’t working, we’ll recommend options and set everything up for you. You don’t need to be tech-savvy—we’ll guide you through it.
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Once everything is live, we stick around for 30 days to help you and your team get comfortable.
You’ll be able to ask questions, request edits, or get help if something isn’t working as expected. If you want continued support after that, you can add our quarterly systems maintenance retainer.
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Most of our clients tell us their businesses completely transform after working together. Here's what you can expect:
More Time for Big Moves: You’ll finally have the space to focus on growth, explore new opportunities, or even start a second business (yes, this happens a lot).
A Stronger, More Empowered Team: With systems that make sense and processes that actually work, your team will be more confident and capable, so you can trust them to take the reins.
Stress-Free Workdays: No more spinning your wheels on repetitive tasks or chasing down details—your day will feel lighter and more productive.
Savings Where It Counts: By tightening up your operations, you could cut up to 30% of your expenses and put that money toward scaling.
A Business That’s Ready to Scale: The systems we put in place will grow with you, making it easier to take on more clients, projects, or opportunities without the overwhelm.
By the end of our 3 months together, you’ll have a business that runs like clockwork and the freedom to step back and focus on being the CEO.
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Any information, proprietary or otherwise, about your business that isn’t known to the public is strictly confidential. Once our time together is up, we delete and unshare all passwords, and ask you to remove our access to your accounts once our time with you is done.
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We start by meeting with you and your team to understand your challenges, goals, and daily operations.
Then, we assess your tools and systems to pinpoint what's causing stress or slowing you down. From there, we craft a tailored action plan to simplify operations and align with your goals.
