Helping Busy CEOs Eliminate Workday Chaos With Strategic Project Support

We’ll manage your day-to-day projects so you can confidently sustain + grow your business with a lean team.

There are certain things you shouldn’t have to stress about – especially when you’re booked & busy

Things Like:

managing day-to-day tasks

Your workdays are filled to the brim and you hardly have time to keep up with all the tasks on your to-do list. You’ve also been too pressed for time to effectively delegate work and manage your team.

hiring the right team

Client work is piling up and you need help ASAP. You want to expand your team with the right employees & contractors, but you can never find the best-fit people for the job. And honestly, it’s exhausting.

troubleshooting tech issues

You’re paying for business tools that are supposed to automate tasks & keep your team organized, but it’s not working like it’s supposed to. You’re spending more time managing the tech than it’s saving you.

executing a new idea

There are a million different ideas you want to execute, like programs, new offers, and in-person events. But they’re all on hold because you don’t know where to start. Plus, you’re too busy working through the long list of tasks you already have.

project management small business

What you really want is…

  • More time freedom to lead, innovate, and vacation for once without worrying that your business will fall apart

  • More organization on your calendar & to-do list so you and your team can get on the same page without tasks falling through the cracks

  • Business & team growth because you’re currently at capacity but you want to serve more clients

  • Systems & tech that run like a well-oiled machine, so client and team onboarding is effortless, and not exhausting.

Sound accurate?

Introducing The Project Management Retainer

The most strategic solution to eliminating workday chaos in your service business

We’ll manage projects behind the scenes, build a supportive lean team culture, and use technology to organize and simplify everyday tasks.

The results you can expect? Increased efficiency (which can cut up to 30% of your operations expenses). A growing, scaling, thriving business. And workdays that feel less stressful.

– those are the perks of having a certified project manager (CAPM)® in your corner.

small business systems and processes

Everything included in our project management retainer:

the details

We’ll manage your day-to-day projects so you can confidently sustain + grow your business with a lean team.

This is perfect for service providers and agencies with small teams of 1-10 people who don’t need a full-time project manager. The team whose current processes for managing work and client projects aren’t working cohesively. And the Founder who just wants to relax and let someone else manage their day-to-day business functions.

  • We'll start the service off with you brain-dumping on a 60-minute call while we plan and set the intention for the next 3+ months. This ensures all goals and deadlines can be met. Includes:

    • Quarterly Project Plan & Strategy: to outline big-picture details, set milestones, and visually organize all the moving parts of your project(s). 

    • All Tasks Managed In Your Project Management Software (Asana, ClickUp, Monday, Zoho, etc.): outlining task details, due dates, and assignees. (this will be updated throughout the week).

  • You get to relax and focus on CEO stuff while we support your clients throughout the day. Includes:

    • VIP Client Account Management: to onboard and off-board your agency or 1:1 clients and program members, plus answer any questions they may have throughout the duration of their contract.

  • We'll have regular team meetings to share updates & track progress. Outside of team meetings, you and your team will also have ongoing access to your project manager. Includes:

    • 1-2 Team Meetings Per Month: Everyone on the team will be super clear on their to-do list and have the resources they need to get work done on time.

    • Support via Email and Slack during office hours to get immediate questions answered and share feedback.

  • Get all the strategy and prep materials you need to hire your next 1099 contractor quickly. Includes:

    • A Custom Job Description, Job Questionnaire & Interview Strategy to help you attract & find the best-fit candidate(s)

    • Suggested Job Posting Sites to post the role on, so you get a diverse candidate pool.

    • Application Screening. We'll review applications and test project responses, saving you the time and headache of having to sort through resumes.

    • Decision Support. You won't have to choose alone! We'll help you to decide on the best candidate(s) for the role(s).

  • We'll simplify any existing project management systems, set up tech tools like ClickUp or Asana, and troubleshoot as necessary. Includes:

    • Project Management Tech Set-Up & Ongoing Troubleshooting: we’ll automate and organize as much as possible to ensure everyone on the team knows what tasks need to be done. This prevents project tasks from falling through the cracks!

    • General Tech Support: to troubleshoot any existing Zapier zaps, workflows, etc.

Price Breakdown

Monthly payments*

$1,200

A dedicated Project Manager for up to 15 hours per month.

$2,400

A dedicated Project Manager for up to 30 hours per month.

*Our project management services require a 3-month minimum commitment.

time productivity systems

"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

Frequently Asked Questions

  • We can be available for 15 or 30 hours a month, depending on your business needs. Our only consideration: we require a 3-month minimum commitment for all retainers.

  • Increased efficiency (which can cut up to 30% of your operations expenses). A growing, scaling, thriving business. And workdays that feel less stressful.

  • We meet with you to identify your current business challenges and future goals and set an action plan to solve them.

    We take a deep look at your software and tools to see what’s causing your team stress.

    Plus, we facilitate standing meetings to ensure the entire team is aligned with the goals while empowering them to confidently manage their systems after our work is done.

  • 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.

  • It’s when we join your team part-time (and at a fraction of the cost) to ensure day-to-day tasks are getting done in time, manage client onboarding & off-boarding, troubleshoot tech tools & software, and hire + manage the best-fit team members.

  • We’ve served clients in the following industries:

    • Property Appraiser

    • Law Firm

    • Real Estate Teams

    • Copywriter

    • Brokerage

    • Financial Advisor

    • Photographers

    • Life Coach

    • Private Chef

    • Creative Agencies

    • Event Venues

    • Administrative Agency

    • Operations Agency

    • DEI Consultant

    • PR Agency

  • We’re tech-savvy, so we can provide general tech support for almost any platform.

    Tools we set up all the time: ClickUp, Dubsado, Asana, Follow-Up Boss, Hubspot, Mighty Networks, Flodesk, Kartra, and Zapier.

  • If you need more than 30 hours per month of project management, you can add-on hours.

    However, in our experience working with small teams who aren’t quite ready for a full-time project manager, we’ve noticed that most of them have a task management or team issue that won’t be resolved by adding more hours to the retainer.

    If that resonates with you, we can help you delegate more effectively and grow your team to resolve this! Book a complimentary clarity call where we can discuss this in more detail.

Industries we’ve gotten results for:

PROPERTY APPRAISER

LAW FIRM

REAL ESTATE TEAMS

COPYWRITER

DEI CONSULTANT

Brokerage

Financial Advisor

Photographers

Life Coach

Private Chef

Creative Agencies

Event Venues

Administrative agency 

Operations agency

PR AGENCY

creating business systems

Next: you.