Splash Realty Group: Elevating Real Estate Operations

Nat Ferguson, Broker and Founder of Splash Realty Group in Seal Beach, California, is dedicated to helping his agents succeed. As his business grew, so did the operational challenges of managing a team while expanding processes to streamline agent management and productivity.

Splash Real Estate’s Pain Points

‍Despite his expertise in real estate, Nat faced several challenges as his business expanded. Without adequate administrative support, daily operations often became bottlenecks, slowing down productivity. Additionally, Nat struggled to create a structured onboarding process for new agents, a critical need as he planned to grow his team with a new recruiter. Balancing his personal workload with these growing operational demands proved difficult, leaving little time to focus on strategic growth and slowing the overall progress of Splash Realty.

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Splash Real Estate's Goals & Objectives

Nat sought an Executive Assistant 🦄 to:

• Reduce the administrative burden by managing agent onboarding, email and calendar tasks, and vendor relations.
• Build a streamlined, repeatable onboarding process for new agents.
• Start with part-time support (20 hours per week) with the potential to scale to full-time as his team grew.

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Our Tailored Solution

Assistantly partnered with Nat to craft a custom solution that matched his needs:

• Part-time Executive Assistant: Specialized in calendar management, vendor coordination, agent onboarding, and SOP development.
• Flexible integration: The assistant was onboarded with a focus on Trello workflows, aligning with Nat’s existing systems and his assistant Geraldine.
• Scalable approach: Emphasis on adaptability as Nat tested the fit of his new assistant to accommodate future growth.

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Step-by-Step Process

‍Assistantly approached Nat's needs with a thoughtful, step-by-step process. During the initial consultation, we conducted an in-depth analysis of his pain points and goals to fully understand the scope of his needs. From there, we customized the Executive Assistant role, crafting a detailed job description and sourcing top-tier candidates that fit both the required skill set and personality profile. Once the ideal assistant was selected, we ensured a smooth onboarding process by training them to seamlessly integrate into Nat’s established Trello workflows. Regular follow-ups via Slack and Zoom meetings kept communication open, allowing us to make adjustments and fine-tune the assistant’s role as needed to meet Nat's expectations effectively.

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Overcoming Challenges

When the initial assistant didn’t meet expectations, Assistantly responded immediately:

• Consulted with Nat and identified his second-choice candidate.
• Transitioned to the new assistant within 48 hours, ensuring minimal disruption.
• Reinforced Nat’s confidence in Assistantly’s ability to deliver the right match.

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Results & Impact

• Productivity Gains: Trello workflows allowed Nat to oversee 16 hours of updates in just 10 minutes, freeing him to focus on growth.
• Smoother Onboarding: The assistant took over agent onboarding, ensuring a seamless process.
• Business Continuity: A fast assistant swap ensured no momentum was lost.
• Future Growth: With reduced admin burden, Nat is now planning team expansion and further scaling Splash Realty.

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"The Assistantly team exceeded my expectations. When my initial assistant didn’t work out, they quickly transitioned me to my second choice in 48 hours. Their dedication to finding the right match solidified my confidence in their service. With their help, I’ve streamlined operations and can focus on growing my business!" – Nat Ferguson, Broker/Founder, Splash Realty Group

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Transformative Partnership

Assistantly’s tailored support enabled Nat to streamline operations, reclaim valuable time, and focus on scaling his business. By providing a reliable Executive Assistant 🦄, we not only met but exceeded Nat’s expectations, showing that the right talent can truly transform a business.

Now, Nat is building a stronger, more efficient team and sharing his success story with others, proving that a great assistant is a game-changer in real estate.

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