OPERATIONS MANAGEMENT RETAINER
Go From Doing Operations Yourself to Having the Team and Systems to Support You — in Just 90 Days
So your business runs whether you're checking in or not, and you can finally stop being the reason it can't grow.
You’ve already done what most never do…
built a successful, high-demand service business.
But now, it feels like success is suffocating you. You’re constantly bouncing between serving clients, answering your team’s questions, and handling administrative tasks. You’d much rather spend your time finding new business, strategizing, and leading, but the day-to-day keeps piling up.
You’re afraid to stop working that way (even for a day) because deep down, you know the whole thing could fall apart without you.
Your clients and team deserve a smoother business than you can manage solo
— And that’s exactly what you’ll get with our monthly Operations management service.
✔️ A business that grows without you managing every little thing. You’re no longer stuck doing the work you hate, freeing you to focus on scaling and building the ideas you’ve been sitting on because you didn’t have time.
✔️ A dependable operations expert who doesn’t need training. We manage your systems, client communication, and team coordination so your business runs smoothly without you having to explain everything or check in constantly.
✔️ Up to 75% savings compared to hiring a full-time operations manager. That’s roughly $3,750/month back in your pocket while still getting expert-level support.
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. I knew I could fully trust Jennifer with any of our projects and systems."
— Diana j. | design agency owner
Everything included in our Operations Management service:
Here’s what we handle to keep your business running smoothly, so you can focus on leading and growing.
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We start with a full operations audit to understand exactly how your business works — what's broken, what's missing, and what's keeping you stuck doing operations yourself.
Then we build your 90-Day Freedom Plan: the exact roadmap to go from being the person everyone waits on to having the team and systems to support you.
Here's what that means for you:
Eliminates: The constant context-switching between CEO work and operations tasks. You'll stop being the bottleneck.
Adds: Clarity on what needs to happen and when. No more guessing what to delegate or wondering if you're missing something critical.
Replaces: You managing operations with a team and systems designed to run without you checking in constantly.
After the initial 90 days, we partner with you on quarterly operational planning so your goals, priorities, and timelines are met and you stay focused on growth, not operations.
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Stop being the person who responds to every client question, manages every onboarding, and tracks every deadline.
Here's what we handle:
Customer support for your 1:1 clients and program members — We respond to questions about access, logistics, timelines, and operational issues so your clients get answers in hours, not days (even when you're offline).
Client onboarding and offboarding — We send instructions, grant access, collect required information, and confirm next steps so you never have to write another "welcome" email.
Service delivery tracking — We manage client tasks, timelines, and deliverables so work stays organized and moves forward without you having to check in or follow up.
Client-facing tools and workflows — We maintain and update templates, systems, and processes as your business evolves so your client experience stays smooth.
What this eliminates: Clients waiting on you for basic questions. Weekend Slack checks. The guilt of delayed responses.
What this adds: A smooth, professional client experience that doesn't require you to be online 24/7.
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You've tried setting up systems before — and they either fell apart, got ignored, or became too complicated to maintain.
We don't just set up your systems. We design them so they're simple, effective, and built to last.
Here's what we do:
Set up or improve your CRM, project management platforms, email marketing systems, content schedulers, course platforms, and automations — We make sure your tools actually talk to each other and reduce manual work (not add to it).
Document every process with SOPs — Your team knows exactly how things should be done, so you're not the only person who knows how to run your business.
Keep systems updated month after month — We maintain your systems so they don't break the moment someone leaves or a new tool updates.
What this eliminates: The tech chaos. The "I don't know where that file is" panic. The systems that worked once but broke six months later.
What this adds: Confidence that your business can run smoothly whether you're checking in or not.
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Hiring is hard. Managing people is harder. Doing both while also running your business? Nearly impossible.
We take it off your plate.
Here's what we do:
Manage your team day-to-day — We make sure everyone has what they need to get work done without always coming to you with questions.
Find, hire, and train new team members — We audit what role you actually need, write the job description, screen candidates, conduct interviews, and onboard them with clear responsibilities and processes so they can perform from day one.
What this eliminates: The "I've tried hiring and it didn't work" nightmare. Training new hires while also doing your own work. Team members waiting on you for answers.
What this adds: A team that knows what to do and does it without you micromanaging or constantly checking in.
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You've got great ideas. But between client work, team questions, and day-to-day operations, they sit on the back burner for months.
We make sure your projects actually happen.
Here's what we do:
Plan projects, launches, and campaigns — We break down what needs to happen, assign tasks, and document responsibilities and deadlines so everyone knows what they're doing.
Assign tasks to the right people — We match the work to the team member who can do it best (and make sure they have what they need to get it done).
Track progress and follow up — We keep projects moving forward so you're not the one chasing people down or wondering if something's getting done.
What this eliminates: The "I have so many ideas but no time to execute" frustration. Projects that get delayed because no one's managing them.
What this adds: Confidence that when you decide to do something, it actually gets done — on time and without you project managing every detail.
The Investment:
Starts at
$1,800/month
A 3-month minimum commitment is required, and most clients stay for 12-24 months.
“We Should Have Reached Out a Long Time Ago…”
—Quoted by Almost Every CEO We’ve Worked With
Real stories from founders who stopped doing it all themselves and finally got the operations management they needed to grow with ease.
Cheesette took a 6-week vacation without having to worry about her business
Before: Cheesette ran a $1M real estate business with 1 employee, no tech tools, and worked every single day.
After: Within 12 months of hiring us, she launched 2 additional businesses, hired 3 team members, and had systems in place to handle repetitive tasks—making her business more efficient, easier to scale, and freeing her to switch to a 4-day workweek with time for a 6-week vacation.
Duane Doubled His Bookings, Opened a 2nd Event Venue, and Prepped His First for Sale
Before: Duane ran a multi-six-figure wedding venue with no systems in place and tech tools he didn’t know how to use.
After: Within a year, we set up automations and documented processes so he could delegate to his team, which doubled his bookings and increased his business valuation. We also helped him create systems for a second location, which he was able to open shortly after the first.
This Brokerage Cut Operations Costs and Increaseed Program Retention by 600%
Before: This brokerage was manually running a scholarship program with no automation, costing time and money.
After: In 6 months, we automated the entire program, built a dashboard to track program success, cut over $1K per month in operations costs, and increased retention by 600%.
…don’t wait until it’s too late to get the support you need!
Frequently Asked Questions
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Unlike a typical hire, you don’t have to go through a long, drawn-out hiring process when you work with us.
Once we’re on your team, we don’t need you to train us how to do our jobs.
We come with operations expertise and are tech-savvy, so we know how to get your business running smoothly and build the foundation you need for growth.
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Absolutely. If you’re a solo business owner who needs ongoing assistance with client or program management, systems setup and maintenance, project management, and future team support, this is for you.
We work best with solo service providers who already have a proven business model, meaning you have a consistent way of securing clients each month and plan to hire team members in the near future.
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We’re tech-savvy, so we can set up and teach your team to use almost any platform.
Tools we set up all the time: ClickUp, Dubsado, HoneyBook, Asana, Follow-Up Boss, Command CRM, Slack, Mighty Networks, Flodesk, Hubspot, Zapier, Airtable, Circle, Kajabi, G-Suite, and Zoom.
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If you need a full-time operations manager, this service isn’t the right fit.
However, we offer a Support Sprint service that helps you find your next full-time team member. With our HR and recruiting expertise, we’ll help you find the perfect-fit hire in 6 weeks or less—saving you time and reducing the risk of a bad hire. You won’t have to sort through resumes or worry about making the wrong choice.
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Within the first 30 days.
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After the first 3 months, you’ll have the option to extend your contract for another 6 or 12 months.
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At the start of your retainer, we meet with you to dig into your current business challenges, future goals, and what’s actually happening day-to-day. Then we review your existing tools, processes, and workflows and create a plan to get everything running smoothly, so your clients, team, and systems are taken care of without you having to micromanage.
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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.
Industries We’ve Worked With:
PROPERTY APPRAISERs
LAW firms
REAL ESTATE Agents
COPYWRITERs
Spas & beauty pros
Marketing Agencies
Coaches
Financial Advisors
Photographers
consultants
Private Chefs
Therapists
Interior Designers
Event Planners
VA’s & ops managers
web designers
non-profits & Churches
Notaries