Simplify your 1 to 1 client systems
Do you run your small business on your own or with one other person?
Do you sell your expertise as 1 to 1 services?
Are you fed up of cobbled-together systems and your client admin taking up too much headspace?
Then I’m here to help you. Here’s how:
Free resources for a process or software check-up
Streamline Your Client Admin & Care (free)
A checklist for hassle-free 1 to 1 services, from onboarding through to getting that rave testimonial. Download your checklist here.
The Speedy Client Management Software Audit (free)
See where you’re wasting time and energy with your software. Access the audit tool here.
DIY tune-ups
Map Out Your 1 to 1 Client Onboarding Process (£45 + local sales tax)
This pre-recorded workshop is for you if you’re not confident in your current onboarding process or it isn’t quite working for you.
I’ll take you through the steps to fully map out your onboarding process so you can spot bottlenecks and problems, effectively choose and set up your software, and decide what to automate.
30 minutes running time, but allow 45-60 minutes to complete your map.
Nail Your Client Offboarding (£25 + local sales tax)
Offboarding often gets neglected and ends up the poor cousin to onboarding. So I’ve created a resource to help you feel confident in your offboarding process.
I’ll take you through each step of the offboarding process, so you can take the time (once and for all) to decide the steps in your own process.
Get my eyes and experience on your systems
Level Up Your Client Management (£425)
Get a personalised plan to upgrade your onboarding, delivery and after care for your 1 to 1 clients. Save yourself time and mental energy by making life simpler for you and your clients.
We start with a 1-1 consultation on Zoom, then you’ll receive your personalised Streamlined Client Management Plan.
Contact me to find out about my current availability for this service.
Focus Day: De-Stress Your Client Management (£250)
Spend a virtual day with me to focus on streamlining one area that’s inconsistent and uncomfortable in one of your services.
We discuss your current struggles, create a plan to simplify it for you, and then you spend the rest of the day getting stuck into your upgrades, with me on Voxer for accountability and tech support.
3 Focus Days available per month during term time
Online Business Manager & Tech Virtual Assistant Support (from £45 per hour)
From planning & accountability to implementation, get help with your business systems from an Online Business Manager & Tech Virtual Assistant.
Ad hoc hours and monthly retainers available, subject to availability.
Not sure which option is right for you?
Get in touch and tell me what you’re struggling with right now, or book a discovery call.
“Through working with Jo, I realised that a lot of what I didn’t enjoy about delivering some services could be made easier – I don’t need to stop selling, I just need to be smarter about the processes I use. It has changed the way I think when setting things up.“
“Jo has an uncanny ability to look at how you are currently operating and see a clear path forward for improving things so that you can offer a streamlined and client-focused onboarding experience.“