Prepare your business to scale!
Streamline your processes to achieve your next level of growth!
What worked before no longer works for you or your team
You can only ignore the operational issues for so long.
A fresh set of eyes can give you the clarity and understanding you need to take the right action steps for the business.
Instead of
❌ Ignoring operational bottlenecks
❌ Temporary system ‘quick fixes
❌ Not leveraging automation
….all of which makes the business more unstable, wastes time, bleeds money and makes it difficult to scale….
You could fix the problems and enjoy
🥂 More growth - with a bigger team, more clients & increased profits
🥂 Better client experience - with more standardisation
🥂 Freedom to expand - with new services or products to increase revenue
Change starts with revisiting the way you work and implementing structure that gives you back time, money & freedom while allowing the business to scale efficiently.
Are you ready to give business a chance to thrive?
INTRODUCING THE
Process Design Workshop
A collaborative workshop with your team to unblock the operational bottlenecks!
⚡️ Get clarity on how the work really gets done
⚡️ Buy back time back to focus on growth
⚡️ Get relief from the daily chaos
⚡️ Introduce repeatable processes that grow with you
This is for you if
✔️ You’re ready to work with an expert to streamline workflows to work more efficiently
✔️ You want to leverage technology and automated solutions to support your processes and need help to find the best options.
✔️ You need to improve your client experience to match their expectations
✔️ You plan on growing your team further and want to get your processes ready beforehand
This workshop will give you…..
🥂 Full clarity on the areas you can and should automate along with the best tools to support your desired process
🥂 Understanding of where time can be saved by streamlining your workflows and effective delegation
🥂 A custom plan to implement the changes to improve your process and confidence to take action right away.
how This works!
Together with your team we will review your client onboarding & service delivery processes to support the scalability of your business
By focusing on these areas you give your business a higher chance of success 🥂
Perhaps you’re already thinking…
We can do this in house with our Ops team
We’re pretty set with our process already
We dont want to overcomplicate things with tools
You wouldn’t be the first to think like this
We found through working with various clients, there are similar themes that always come up.
Team members dont fully understand where their work fits into the wider picture for the business.
There can be misalignment on what the team thinks is happening vs what should be happening.
The smallest changes can have the biggest impact overall, there are always areas to simplify the way you work by bringing everyone into the conversation, not just the leaders.
Our clients are:
✔️ Executive Coaching firms
✔️ Professional Service companies
✔️ Creative Agency Teams
with….
✅ Teams of 5-40 people (contractors or employees)
✅ ‘Done-For-You’ Services, or Consulting Services
✅ Goals to scale over the next 12 months
✅ Intentions to leverage tech systems to support their operations
What the clients say!
"I managed to launch a new program, raise my prices for services and also take on more projects whilst also being able to enjoy it more as I know everything is organised and under control!"
— Cat Byrne, Gatto Web
"Nicola supported us in streamlining our back office processes and setting up a new system – ClickUp – to manage our client projects. She helped us rethink our processes, make them smoother, more efficient and better for our clients as well as our team."
— Sharon Peake, shape Talent
"I now have an efficient, simple, and professional experience for my clients and robust, automated backend systems for my business. I look forward to continuing to work with Nicola and her team!"
— Dawn Bloomer, Productive Pressure
What’s Included:
3 hour virtual session to review client onboarding and service delivery in your business.
Custom visual workflow maps of your processes
Custom improvement report to include tech recommendations
The Investment:
£997 GBP
Click here to convert to your currency
The full process
Book your workshop
✔️ Click below to make the payment.
✔️ A client service agreement will be sent for your completion after payment
✔️ A link to book a time on our diary will be sent to you once the first two steps are complete!
Complete a pre-assessment form
The pre-assessment form will capture further details about your business goals, your team and the issues that you have been dealing with. This will provide a much deeper insights ahead of our session together.
Attend The Workshop
The workshop is held virtually via Zoom. You and your team will spend the time understanding your current operational state and design a process that is more aligned with your business goals and vision.
After the Workshop
After your workshop, deliverables will be provided within 5 business days and will help you to start taking action to make improvements right away.
Add on a ClickUp Audit
We provide the option to add on a platform audit for existing ClickUp users.
This is a deep dive review into your current setup to highlight the areas that can be enhanced and optimised further.
A custom improvement plan is provided and includes best practices and recommendations for using features, workflow structures and integrations to support your processes..
The Details:
✔️ A ‘behind the scenes’ platform audit - no need for you to be present or join a call
✔️ Custom Improvement Report to share your recommendations
The Investment
£500 GBP
Important points to note
Click here to convert to your currency
Full access to your system will be required to carry out the audit.
The timeline for the ClickUp audit is 5 business days
Implementation solutions can be provided
Frequently Asked Questions
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The workshop allows time for 1 - 2 processes
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Completing the pre-assessment must be completed prior to the workshop so that the workshop can effectively take place.
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You can book your workshop here!