Partner with us for a minimum of 3-months to audit, refine and document your business’
day-to-day processes

Building Seamless Business Systems For
You & Your Team
                      

scrambling to keep yourself organized in the midst of all the client work and consistent business demands,

staying up all night watching youtube tutorials and reading blog posts on how to set up your business software correctly,

or, spending your days answering the same old "how do I do this" questions from your team.

How You Run Your Business Is Important To Us…

because we know how much it impacts your ability to grow and operate a sustainable company

maybe you've been... 

if you're here, it's likely because you've been thinking about how much smoother your days could be if you didn't have to work that way

Document standard operating procedures and prepare training materials to help you and your team maintain the new systems.

Support

Set up business tools and software to help you get organized, boost productivity and automate day-to-day tasks.

Implement

Identify gaps within your current business systems, then develop an operational strategy to improve your internal processes.

Discover

our systems overhaul service follows a 3-part framework to...

to document processes and help you and your team adjust to the new systems.

Full standard operating procedure library & additional training & support

We develop the process, then select and set up all business tools and software.


refined processes & software set-up for focus areas of your choice

to discuss system updates and strategize.

Biweekly standing meetings & email + slack support

to diagnose the current state of your business systems, identify gaps, and develop a plan to refine those processes.


A Business audit


Here’s what you get…


Designed to help service-based founders & ceos
develop & document sustainable back-end processes 

The Systems Overhaul 

Investment: starts at $2000/billed monthly
(3-month minimum term)


You’ll have the option to choose between the following focus areas: Client Relationship Management, Task/work Management, Communication, Marketing, or Team systems

After we complete this, you get to decide whether you'd like to continue working with us to fully develop your systems, or use the plan we created to develop them yourself.

Organize & manage CEO and team tasks from beginning to end, making sure work is completed on time


Task Management

Manage your company's relationships & interactions with customers & potential customers


you get to decide which system focus areas we'll work on during our time together

Enhance team and external communication and maintain your company’s email inbox.



Communication

Streamline how content is stored and marketed within in your business 



Marketing



Manage employee/contractor relationships, plan for their professional growth & file important documents. 




Team

Client Relationship Management (CRM)


System Focus Areas

property appraisers

we've developed systems for...

brand designers

creative agencies

counselors

financial advisors

event venues

private chefs

life coaches

REAL ESTATE AGENTS

 - fantacee b.

To say the least, our online process in business was chaotic before meeting with Jennifer. The skillset she brings to the organization of not only an online platform, but her ability to think critically, is unmatched. 

our online Business processes were chaotic before meeting with Jennifer

 - Elcorese b.

Working with Day To Day Assist was a great experience. Jennifer guided me through process creation and systems development while keeping me on track for timely implementation.

Before booking with DTDA, I was in a constant cycle of create, send, and repeat.

 - fantacee b.

To say the least, our online process in business was chaotic before meeting with Jennifer. The skillset she brings to the organization of not only an online platform, but her ability to think critically, is unmatched. 

our online Business processes were chaotic before meeting with Jennifer

partner with us to help you audit, streamline & document your business' day-to-day processes

ready to refine the way you work?

We’re pretty tech savvy, so we’re able to set up most Client Relationship Management, Project Management & Team Onboarding software. These are some of the tools we’ve used and implemented for our clients before: Dubsado, Zapier, Honeybook, ClickUp, Asana, Slack, Voxer, G-Suite, Microsoft Teams, and Gusto.

What tools/software can Day To Day Assist implement?


There is a minimum 3-month term for this service. If you decide to move forward after the Business Audit we will begin refining processes, setting up tools, and documenting standard operating procedures for each of the focus areas you choose. 

why Do I have to work with Day To Day Assist for a minimum 3-month term?


Absolutely not! Having strong operations is essential for every business – whether you run your business solo or work with a small team. 

Do I need a team to work with Day To Day Assist?


We work with Service-Based business owners in every industry!

What types of businesses does Day To Day Assist work with?


Frequently Asked Questions

For organizations and startups needing a fractional project manager to oversee projects from start to finish

Project Support




Live group training and workshops for service-based founders wanting to establish strong business operations

Running Business Well™ Trainings



For business owners expanding their team needing hiring strategy, recruiting, and HR support throughout the process

Team Growth


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