Does a particular task fill you with dread? Desperate to offload just one thing to make your life easier? Or do you want to implement processes in your business but don't know where to start?

​Take a look below to see how I can help give you back some time.

If the services below don't meet your needs why not consider if an hourly support package would suit you better?

All packages include a written process with step-by-step instructions and regular update meetings.

Diary Management

We start with a 90-minute intro to talk about your business and how you work with your clients. Then I take on:
  • Scheduling client appointments
  • Setting up Zoom/Teams meetings
  • Scheduling reminders
  • Managing the diary via scheduling tool e.g. Calendly or Microsoft Bookings

£200 for the first month
​£150 per month thereafter

Inbox Management

A 1-hour kick off meeting will establish how you run your business, your priorities and agree ways of working. Then I manage your inbox including:
  • Setting up folders
  • Responding to enquiries
  • Sifting junk
  • Prioritising tasks and notifying you of what needs to be done

£200 per month

Client onboarding

A client onboarding process is a must for any small business. After an initial 1-hour meeting to discuss your business and your clients I will:
  • Draft the onboarding process
  • Create a client welcome pack
  • Send the welcome pack to the client along with any related documents e.g. terms and conditions
  • Follow up to ensure terms and conditions are signed
  • Schedule an initial review between you and your client
  • Respond to any client queries during the onboarding period

£250 for the first client
​£150 per client thereafter

Client journey support

We start with a 90-minute introduction to talk through the typical client journey in your business. Client journey support includes creating:
  • A process flow for the client journey
  • Standard email templates
  • How-tos/training handouts
  • Action plans
  • Meeting summaries
  • Feedback survey (to collect client testimonials)
  • Slide master for PowerPoint presentations
  • Project timeline
Ongoing support is available either as part of the Simplify & Support package or on an ad hoc basis.

From £300

Just the processes

For business owners who don't need the ongoing support but want more structure in their business and don't have the time to compile their own processes.

This package starts with a 2-hour kick off meeting to discuss ways of working and draft the initial processes. Two further follow-up meetings will be scheduled to refine and finesse.

I will produce high-level processes and detailed step-by-step instructions for:
  • Client journey
  • Diary management
  • Inbox management
  • Client onboarding
  • Documentation - how to lay out documents, how to use your branding
  • Digital filing system

This package includes production of the following templates:
  • Welcome pack
  • Slide master
  • Client journey emails
  • Action plan
  • Meeting summary
  • Letterhead
  • Invoice/quote templates
  • Feedback survey

£650