Simplify your 1 to 1 client systems
Do you sell your expertise as 1 to 1 services?
Do you work alone or rely on a small team of contractors?
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.
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.
Get my eyes and experience on your systems
Find Your Foundations (£220)
Go from a manual and scattergun approach to client management to a straightforward system that gives you back your time and headspace.
We’ll find the processes that work best for you and your clients, and look at how to implement them without revamping your whole business.
Messy to Mapped (£280)
Untangle your client systems and reclaim your time.
A service for stressed micro-agency owners who want to step out of the chaos.
We’ll find the bottlenecks in your client processes, the quick wins for making improvements and the longer term fixes that will give you confidence in your client operations and in your team’s ability to deliver a high-quality service.
Squeeze Your Software (£220)
Get the most out of your client management software.
We’ll look at what you’re using now, assess how you can get more out of it and consider if there are better options available for your needs.
Focus Day: De-Stress Your Client Management (£400)
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
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.
“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.“