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!
From DIY resources you can use to assess, create or fine tune your processes through to 1 to 1 services where you get my eyes and experience on untangling your unique client management struggles.
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.
DIY tune-ups
Map Out Your 1 to 1 Client Onboarding Process (£45 + local sales tax)
Ready to simplify, streamline and finally breathe a sigh of relief that your onboarding is sorted?
This pre-recorded workshop will take you from a disorganised, clunky or non-existent onboarding process to one that saves you time and mental energy, and wows your clients right from the start.
30 minutes running time, but allow 45-60 minutes to complete your map.
Nail Your Client Offboarding (£25 + local sales tax)
Make your last impression count with this offboarding toolkit.
Offboarding doesn’t have to be a big event, but get it right and good things will happen!
Free resources for process and software check-ups
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.
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.“