A clear path from first call to ongoing partnership.
Every DeedSide engagement follows the same transparent sequence. You always know what happens next, what it includes, and what it costs.
Nine Steps
- 01
Discovery Consultation
A 30-minute conversation at no cost. We learn how your business operates today, what administrative work is consuming your time, and whether DeedSide is the right fit. No obligation and no pressure.
- 02
Business Assessment
We review your current systems — email, calendar, CRM, storage, transaction and listing files — and identify where work is duplicated, undocumented, or at risk of being missed.
- 03
Customized Proposal
You receive a written proposal listing the solutions recommended, the specific tasks included, turnaround expectations, reporting cadence, and pricing. Nothing is bundled that you do not need.
- 04
Service Agreement
A clear written agreement documents scope, confidentiality, communication channels, and terms. You know exactly what is included and what is not before any work begins.
- 05
Client Onboarding
We set up secure access to the systems you already use, agree on file structure and naming conventions, and document the workflows we will follow so the work is consistent from day one.
- 06
Administrative Support Begins
Work starts against the documented scope. You have a dedicated point of contact who understands your business, your files, and your standards.
- 07
Regular Progress Updates
You receive written summaries of completed and outstanding items on an agreed schedule, so nothing depends on memory and nothing sits without an owner.
- 08
Project Completion
For defined projects — a CRM cleanup, a file reorganization, a research assignment — we deliver the finished work with documentation of how it is organized and how to maintain it.
- 09
Ongoing Administrative Partnership
Most clients continue with ongoing support. Scope is revisited as transaction volume, portfolio size, and priorities change, so the engagement grows with the business.
What stays constant at every step.
- Transparent Process
- Scope, turnaround, and reporting are documented in writing before work begins.
- Reliable Communication
- A dedicated point of contact and a response standard of one business day.
- Confidential Handling
- Client, transaction, and property information is handled with disciplined confidentiality.
- Organized Systems
- Documented workflows and consistent file structure, so nothing relies on memory.
Curious how the process applies to your business? Review the solution catalog or read the frequently asked questions.
Ready to start the conversation?
A 30-minute Discovery Consultation, at no cost and with no obligation. We review how your business runs today and where administrative support would help most.