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. 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 work smarter, onboard easier, save on operations costs, provide a better client experience, and scale easier.
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.
— Case Study Coming Soon
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…
✔️ You lead a small but mighty team of 2–10, and everyone’s stretched thin trying to keep up with the day-to-day.
✔️ You want to focus on growing and leading your business, but you're constantly pulled back into the weeds because nothing runs without you.
✔️ You’re ready to hire or delegate more, but there’s no documentation or systems in place to support your team.
We’ll help you solve those behind-the-scenes bottlenecks in just 3 months—by simplifying your processes, setting up the right tech tools, and creating a complete onboarding and training system. So you can step out of daily execution and lead your team with confidence.
Here’s Our 3-Month Timeline for This Service:
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.
Analysis & strategy (month 1)
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.
systems Set-up (Months 2-3)
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.
Documentation & team Training (Months 2-3)
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.
Ongoing Support & Maintenance
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.
investment STARTING AT: $12,000 USD*
*Packages are fully customized, so pricing varies between $12,000 and $16,000 based on the scope of work, the number of tech tools, and your business model. Payment plans are available. We encourage you to book a complimentary clarity call to get a custom proposal.
“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
"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. Jennifer guided me through process creation and systems development while keeping me on track for timely implementation.”
— Elcorese Brown, CPA at Charis Business Solutions
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 7+ years, Day to Day Assist has been helping service providers in 18+ 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
Brokerage
Financial Advisor
Photographers
Life Coach
Private Chef
Creative Agencies
Event Venues
Administrative agency
Operations agency
non-profitt orgs
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’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
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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, Follow-Up Boss, KW Command, Hubspot, Mighty Networks, Zapier, and Lawmatics.
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Yes. Our Done-for-You Systems service starts at $12000 USD*
PAYMENT PLANS
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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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 2 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.