Katheryne Harris is a high-performing commercial real estate broker specializing in retail and mixed-use properties across the Southeast. With a growing portfolio and a demanding schedule, she found herself overwhelmed by administrative tasks that pulled her away from client-facing activities.
I was spending more time on scheduling, document preparation, and follow-ups than on actual deal-making.
To reclaim her time and focus on high-value tasks, Katheryne partnered with Double and was matched with Sandy, an experienced executive assistant with a background in real estate operations.
The Challenge: Administrative Overload
Katheryne's daily responsibilities included:
Coordinating property showings and meetings across multiple time zones
Managing a high-volume inbox with client and vendor communications
Preparing and organizing lease agreements and marketing materials
Tracking deal progress and maintaining CRM updates
These tasks consumed over 15 hours of her week, limiting her ability to engage with clients and close deals.
The Solution: Delegating to Sandy
Upon onboarding, Sandy took immediate steps to streamline Katheryne's operations:
Calendar Management: Implemented efficient scheduling systems, reducing double-bookings and ensuring timely follow-ups.
Document Preparation: Handled the creation and organization of lease agreements, proposals, and marketing collateral.
Communication Oversight: Managed the inbox, prioritized messages, and drafted responses, ensuring prompt communication with clients and vendors.
CRM Maintenance: Kept the client database up-to-date, tracking interactions and deal statuses for accurate reporting.
Sandy's proactive approach transformed my workflow. I could finally focus on negotiations and client relationships.
The Impact: Increased Productivity and Client Engagement
With Sandy's support, Katheryne experienced significant improvements:
Time Savings: Reclaimed over 10 hours per week, allowing more time for client engagement and strategic planning.
Enhanced Client Experience: Faster response times and organized communications led to higher client satisfaction.
Improved Deal Flow: Streamlined processes accelerated deal closures and increased revenue.
Partnering with Sandy has been a game-changer. Her expertise and initiative have elevated my business operations. Our industry isn't easy and having someone who just gets it is priceless.
Ready to optimize your workflow?
Discover how a Double assistant like Sandy can help you focus on what matters most.