AssistantStead

BACKGROUND

Introduce your business and what you do there.

I’m a real estate agent for Realty One Group.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with AssistantStead?

We needed help with CRM setup, website development, transaction coordination, social media management, and administrative tasks.

SOLUTION

What was the scope of their involvement?

AssistantStead has transferred all our client data to a new CRM and created a website. The team has also helped us establish a transaction system and process.

What was the team composition?

We’ve worked with 2–5 members of AssistantStead’s team.

How did you come to work with AssistantStead?

We personally knew AssistantStead and chose them because they were a great culture fit and their company values aligned with ours.

What is the status of this engagement?

We started working with AssistantStead in July 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

AssistantStead has delivered a functioning CRM and website, which has improved our client management.

How did AssistantStead perform from a project management standpoint?

AssistantStead’s project management is excellent, and they deliver on time. We communicate via email and messaging apps.

What did you find most impressive about them?

AssistantStead is very relatable. They’re always available to listen to my crazy ideas and turn them into reality, often making the final result even better than I had imagined.

Are there any areas they could improve?

No, there aren’t any.