HOW I CAN HELP
Practical support for the systems and processes your business relies on.
Start with what takes too long, gets missed or feels harder than it should.
BESPOKE SUPPORT
Choose a service if you know what you need, or simply describe the problem.
Customer details scattered across spreadsheets and emails? Unsure which enquiries need a reply or which quotes need chasing?
A CRM—short for customer relationship management—is a system for keeping customer details, conversations and next steps together.
I can set one up or improve what you already use, so you and your team know who needs attention and what happens next. Less time searching, clearer handovers and fewer missed follow-ups.
Connect the steps between your tools. Reduce repeated data entry, route enquiries and set up useful reminders and workflows.
Untangle a workbook that’s become difficult to use. Repair formulas, tidy the structure and create reporting you can understand and maintain.
Make the journey from first enquiry to payment easier to follow. Clarify handovers, sales stages and the information needed along the way.
Get a fresh look at the way work moves through your business. Identify bottlenecks and leave with a prioritised, practical improvement plan.
PRACTICAL EXAMPLES
Every project starts with what’s happening now, works through a practical improvement and aims for a clearer way of working.
Customer details are spread across inboxes and spreadsheets. Follow-ups depend on memory, and it’s difficult to see which enquiries need attention.
I bring the key information into one clear system, define the stages an enquiry moves through and make the next action easy to see.
A reliable view of your enquiries, clearer responsibilities and fewer opportunities slipping through the cracks.
The same information is copied between different tools, routine tasks take longer than they should and small mistakes create more work.
I map the process, remove unnecessary steps and automate suitable tasks such as moving information, sending reminders or assigning follow-ups.
Less repetitive work, a more consistent process and more time for customers and growth.
An important spreadsheet has become difficult to maintain. Figures are hard to trust, reports take too long and only one person understands how it works.
I tidy the structure, repair problem formulas and create a simpler way to enter information and understand the results.
A workbook that is easier to use, easier to explain and more useful when making decisions.
Recognise your business in one of these situations?
Tell me what’s taking too long, getting missed or making work harder than it should.
These are examples of the kinds of problems I can help with. The right approach depends on your business, tools and priorities.
FIXED-PRICE WAYS TO START
One troublesome workbook.
A clearer way to work with it.
The starter package price. Scope confirmed before you commit.
Enquire about Spreadsheet RescueSome issues need a wider scope. If your workbook isn’t a fit, you’ll receive a separate quote before any work begins. Please share an anonymised sample first.
CRM projects, automations and wider process improvements are currently quoted around your requirements.
Discuss a bespoke projectNOT SURE WHERE TO START?
I’ll help you work out a sensible next step.