Systems/Automation/Details Specialist For a Real Estate Agent

Type: Gig-based w/ potential for ongoing hours

Who You Are -
Are you the kind of person who gets way too excited about streamlining a process? Do you find joy in setting up automations that magically make things happen without human intervention? Do you get a tiny bit of an adrenaline rush when a system you built runs like a well-oiled machine? Does this quote from James Clear resonate: "You do not rise to the level of your goals. You fall to the level of your systems"?

Making things run smoothly isn’t just a skill—it’s your *superpower*.

You don’t let things ‘fall through the cracks’ because you helped build a system where cracks don’t exist!

If there’s a way to automate it, you’ll find it. And if there’s a better way? We’ll build it!

You are someone who...

- Can look at my vision and figure out how to make it happen
- Is a self-starter—you take initiative and aren’t afraid to test, tweak, and optimize.
- Is a fast learner who enjoys figuring out how to make tools and tech work together.
- Sees an inefficient process and immediately starts mentally mapping out how to fix it.
- Gets giddy when a well-built automation replaces hours of manual work.
- Finds joy in organizing chaos and creating systems that actually work.
- Can take a great idea and make sure it’s seen through to completion (because ideas without execution are just really nice thoughts).

If this is you, then we are going to be great friends!

About Me/Us:

I’m a millennial and forward-thinking real estate agent who does things differently. I don’t cold call, door knock, or chase leads—I believe in attraction marketing and creating so much value that clients naturally want to work with me and my team. I need better systems to keep things running smoothly (without me being the bottleneck!).

Right now, I’m the main client-facing person, but the goal is to scale—so I can step more into a CEO role and out of the day-to-day. I’ve been selling real estate since 2013, so we’ve got a solid track record!

Important things to me:

- Vision & impact: We’re not here to do things the way they’ve always been done. We want to make life easier for our clients and our team by leveraging smart systems and automation.
- Yuck to micromanagement: I don’t like to be micromanaged, and I don’t want to micromanage anyone. I need someone who can own this space, bring ideas, and execute.
- A true team environment: Your contributions matter, and when we hit big goals, we all win together.
- Fun, collaborative, and fast-moving: I love working with people who enjoy what they do and who thrive in their zone of genius.
- I’ve tried to be a jack of all trades, but I’m ready to hand things off so we can focus on what actually moves the needle!
- If you love creating streamlined, efficient systems that make life easier and allow businesses to scale, you’ll fit right in! Bonus points if you have experience with automation tools, workflows, and real estate operations.

I have so many ideas. I know what needs to get done, but execution and streamlining? That’s where I need YOU! I can also get sidetracked. As my business and family have grown, I’ve found it harder to execute everything I envision. I need someone who can keep projects on track by nudging me when needed and making sure nothing gets stuck waiting on me.

I’m looking for a tech-savvy, detail-obsessed, automation-loving rockstar who loves to take big ideas and turn them into smooth, efficient workflows. You see the gaps, fill them before anyone notices, and ensure that nothing falls through the cracks. I am FULL of ideas and I can get about 80% there on many of them, but really need someone to carry the baton to the finish line for me!

If you have experience with real estate, that is a plus! However, I know that most real estate companies are so far behind on marketing and tech that this might not exist. I have a good grasp of how most of my tech works, but it's the details that I get lost in, so I can help show you how the real estate specific software I use probably functions similarly to other tools you've worked with before.

I need a systems ninja who can:

- Audit and refine our existing processes in Follow Up Boss, Airtable, Fillout, Notion, and other platforms we use.
- Optimize our workflows and Integrate tools to ensure deadlines, tasks, and follow-ups happen automatically (without me having to remember everything!).
- Help simplify our tech and process—right now, some things work and some things don’t, but they could be way more efficient.
- Help me create a system for delegation so I can assign tasks easily to my assistant and other team members.
- Identify bottlenecks in our current processes and propose solutions to fix them.
- Work with other VAs/team members to execute on these ideas

How to Apply

- Send me your availability and best communication times (I’m in CST and typically work 10am-2pm) and then fill in other hours around kids and family. I’d love to have some overlap somewhere in my day to communicate back and forth briefly, but I know with the time difference, we may have to get creative
- Tell me what excites you about this role and why you’d be a great fit.
- Show off your previous work! I love seeing examples of how you’ve helped streamline processes before.
- Include the phrase “Efficiency > Chaos” somewhere in your application to confirm you read this.
- Bonus points if you include a Loom video (or written breakdown) walking me through an automation or system you’ve set up before.

Looking forward to finding the right person to help me get my ideas out of my head and into execution!