Are you a thriving-but-overwhelmed service provider?

I will level up your 1 to 1 client management, so you can stop making do and start working with fit-for-purpose systems.

Jo Shock, sitting behind a desktop using a laptop, looking at the camera

How do you know if you’re ready to level up your client management?

If you’re struggling to handle your 1 to 1 client, then it’s time to look at your client management processes. From onboarding and delivery all the way through to following up with past clients, there are always ways to make your life simpler.

However good your intentions when you start in business, your systems naturally evolve (or get cobbled together) over time. It’s easy to find you’re putting up with a functional botch job of a system – one that gets you through your interactions with clients and potential clients, but feels unruly and adds to your mental load.

If that feels all too familiar, I’m here to smooth out your client management systems. You’ll have easy-to-use processes that are simple and effective for yourself and your clients.

I was headed into business… but which business?

As a child I watched my mum set up and run her own business, and I always knew I wanted in on that somehow. In 2013 I took the plunge, leaving my Editorial Team Leader role in a large publishing house to get my first experience of self-employment as a freelance editor.

After a couple of years, I was ready to build something more. With skills well-suited to working as a virtual assistant (VA) and an online business manager (OBM), I set up Streamlines Virtual Support and began to work with many different businesses, personalities and systems. As I immersed myself in the online business world, I honed in on what I love to do best: make life more straightforward for my clients, and match them up to the best solutions and systems for them.

Jo Shock sitting behind a desk, writing in a notepad
Jo Shock, wearing a teal top against a grey striped background

I was drawn to the business of business.

I get excited about new software and the possibilities it might hold, but I’m always wary of recommending it far and wide. Too often I see business owners struggling with systems that don’t suit their personality and working style. And because I love the human side of business too, spending time figuring out the right solutions for real people actually brings me joy. I like making things simpler and better.

By asking the right questions I meet you where you are, at the level you’re at, to gently up your game to the next level.

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After 15 years as an Editor…

I’m fantastic at spotting missing details and creating consistency. I’m excellent at connecting the dots and finding gaps.

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After 10 years as an Editorial Project Manager…

I know systems and workflow. I love simplifying and I’m always on the lookout for innovative ways to optimise processes.

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And after 7 years as a team leader, mentor, and mentor matchmaker...

I love getting to know people and matching them with the best tools and opportunities to suit their style and their needs.

I’m drawn to creating systems that work for people.

The five Streamlines Virtual Support Values

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Efficiency: make things straightforward with minimum hassle

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Consistency: make things easy by being repeatable

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Fairness: give everyone the same opportunity, regardless of experience or comfort with tech

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Empathy and support: meet my clients where they are now

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Minimal waste: aim to reduce waste wherever I can, whether that’s time, money, energy or resources

Want to know what else goes on behind the scenes?

This is where I’m meant to say that in my spare time I love reading fiction, dancing, singing and travelling. But since creating my business, I’ve also created two small humans of my own. Spare time is in extremely short supply and returning to these hobbies is a work in progress. I do love a bit of bedtime reading though, preferably a book that takes me to a distant place and culture – an unfamiliar country, a different time or even another planet.

I’ve adopted Scotland as my home country but was born and brought up in the south of England. I still talk in the Queen’s English but can finally understand the thickest Glaswegian accents.

I’m definitely a geek, having achieved my certified geek status with a 1st class degree in Maths with Computer Science.

“Jo took the time to find out exactly what I needed and gave some great suggestions that have really helped. Her attention to detail and exceptional customer service was awesome.”

Donna Vittozzi

Bailey New Cars

“Jo somehow manged to take the mass of Post It notes stuck in the corners of my brain, and laid them all out in a nice, logical, order. The sense of calm that descended was wonderful. I feel more confident now that I can take on multiple projects without losing my mind!”

Emma Young

Sustainability Communications Advisor

“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.”

Laura Robinson

Worditude

Map Out Your 1 to 1 Client Onboarding Process

For a streamlined onboarding process that you and your clients will love.

Download your Client Management Journey Checklist

Are you missing anything from your client management journey?

From onboarding through to getting that rave testimonial – download your free checklist to find out.

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