Management Processes

What is it?

A series of consultations or training packages to help you identify, create, or review your business processes to uncover inefficiencies, increase transparency, ease, and productivity, or identify opportunities to minimise overheads.

Sessions can cover but are not limited to:

  • New client onboarding
  • Communication handling
  • Case tracking
  • Automation
  • Delegating and outsourcing.


Who is it for?

These sessions are perfect for business owners like you who find their business has been growing organically, has perhaps outgrown the start-up stages and is moving towards a more mature stage. You might be ready to start hiring, delegating or outsourcing tasks, documenting processes, de-duplicating tasks, increasing efficiency, and more. If it’s to do with a process in your business, I can help.

Picture this

You’re ready for your first hire. Or you’ve found the perfect freelancer who will take care of a specific business task for you. Except, you now have to work out where everything is, how to get files and information to them, come up with a workflow, find the best way to handle communication and files in a way that’s compliant… The list goes on, and it feels overwhelming. It’s just the kind of thing you haven’t got time to look into!

But the answer is simple. You need a process, but you don’t have to do it alone. I can help.

When to hire me

If you feel you haven’t had the chance to really think about the way you work, or want to start delegating or outsourcing task but find that nothing is documented, then it’s time to look at your processes. You might be duplicating work or wasting unnecessary time tracking down pieces of communication or documents. Your business might also be growing, and you might be in need of re-evaluating your processes to cope with larger volumes of work, so your business can thrive.

If you feel the lack or inefficiency of your processes might be holding you back, let me help.  

How does it work?

After an initial discovery call where we discuss your requirements, I present you with a package, quote, and course of action. Once you’ve agreed with the proposed next steps, we book in the relevant amount of consultations, training sessions, or hours of practical help – depending on your individual requirements.

Please note this service could also include helping you and your team set up processes and training staff.


How much is it?

Prices for consultations or training sessions depend on your individual needs. Please get in touch for a FREE 30-minute discovery call where we can discuss your initial requirements, so I can provide you with a quote.

Where do consultations take place?

Consultations and training sessions take place on Zoom at a mutually convenient time.

Upon booking and payment, we will agree a project plan to deliver the agreed outcomes