Paper and spreadsheets
Jobs, customers and quotes spread across notebooks, spreadsheets and your phone.
Software implementation
The right tools, set up to work the way you do.
From bookings and payments to invoices, reminders and chatbots, I help you choose the right software, set it up and get your team using it. No jargon, no wasted subscriptions.
In short
What it is Choosing, setting up and connecting software that saves you time, from bookings to invoicing.
Who it's for Businesses still running on paper, spreadsheets or too many separate apps.
What it costs A fixed quote after a short call. Subscription costs are listed up front. All prices exclude VAT.
Who it's for
Does this sound familiar?
Too many apps
Several tools that don’t talk to each other, so you type the same details twice.
Chasing payments
Invoices go out late, and you spend evenings chasing people who forgot to pay.
Ready to grow
You’re getting busier and need a simple system before things slip through the cracks.
What's included
From choosing the tools to using them every day
Every quote lists exactly what's included, so there are no surprises.
Understanding how you work
A walk through your day, to find what’s slowing you down.
Tool shortlist and costs
Clear options side by side, with monthly running costs listed up front.
Set-up and configuration
Everything set up for your services, prices, hours and branding.
Connecting your tools
Bookings, payments and invoices joined up, so nothing is typed twice.
Moving your data
Customers, products and price lists moved across from spreadsheets.
Training and handover
A hands-on session and a simple guide, so you and your team feel confident.
How it works
Simple, step by step
- 1 Understand how you work We talk through your day, your customers and where time is lost.
- 2 Recommend the right tools A short list with costs, including free and low-cost options.
- 3 Set up and connect I set everything up, connect your tools and move your data.
- 4 Train and hand over You learn the new way of working, with a guide to keep.
Example solutions
What this can look like in your business
A few of the set-ups I can help with. I'll recommend tools that suit your budget, including ones you may already pay for.
e.g. handyman
Booking and payments
Customers pick a time online, pay a deposit by card and get an instant confirmation.
- Your diary updates itself
- Deposits cut last-minute cancellations
- Works on your phone, on the go
Any business
Invoicing and reminders
Invoices go out as soon as a job is done, with polite reminders if payment is late.
- Get paid faster, chase less
- Card or bank payment links
- Links to your accounts software
Website & WhatsApp
Chatbots and virtual assistants
An assistant that answers common questions day and night, takes enquiries and passes them to you.
- Fewer missed enquiries
- Answers in your words, not robot-speak
- Hands over to you when needed
e.g. salons, clinics
Appointment reminders
Automatic WhatsApp, text or email reminders before each appointment.
- Fewer no-shows
- Customers can confirm or rebook
- No more reminder calls
e.g. consultancies
Customer records (CRM)
Every customer, enquiry, quote and job in one place, so nothing slips.
- Follow-ups that don’t get forgotten
- See every customer’s history at a glance
- Shared with your team
e.g. trades
Quotes and job sheets
Create a quote on your phone, then turn it into a job and an invoice with one tap.
- Professional quotes in minutes
- Photos and notes saved to each job
- No paperwork at the end of the day
Every AI feature comes with usage limits and a spending cap, so there are no surprise bills.
FAQ
Questions owners ask
Can't see yours? Ask my AI assistant, or send me a message.
Message me on WhatsAppSometimes, but not always. Many businesses already pay for tools they aren’t using fully. I’ll suggest free and low-cost options where they fit, and list any subscription costs before you agree to anything.
Yes. Where your current tools do the job, I’ll set them up properly and connect them, rather than replacing them.
A simple set-up, like online booking with payments, can be quick. Bigger changes take longer. Your quote will include a timeline.
I move your data carefully and set up each tool with sensible security and privacy settings. You stay the owner of your data.
Training is part of every project. I keep things simple, and you get a short guide written for your business.
Discovery call
Ready to spend less time on admin?
Tell me how you work today. I'll suggest the simplest set-up that fits, and what it would cost to run.
