Below is a selection of past client projects, covering each of the services I offer. They cover a range of industries, as I don't have a niche. I love working with all kinds of businesses, creating and building unique streamlined processes, that frees their time and grows their business. On average, I have saved my clients one day a week, what could you do with that time?
These clients have on average saved one day a week through automated and streamlined processes and systems. They were able to free their time, allowing them to take on more clients and therefore increased their revenue. They were able to grow their business as their systems catered for future growth. Their clients also felt the benefit, as they had an elevated and clear journey and experience.
CLICKUP & DUBSADO BUILD
Shaira is a holistic health coach, helping people with their wellness and nutrition.
Jaime's business provides virtual services from marketing and media to project management.
Claudine is an outdoor lifestyle coach, helping families to find their way to be outdoors.
Business revolution & BO&PM
Matt's business specialises in all aspects of design, development, and maintenance of websites.
Clickup & Dubsado build
Ashley provides her clients with strategy and content marketing for the travel & tourism industry.
Jill's business conducts market research for the education and learning sectors.
Matt's business (purpleplanet) specialises in all aspects of design, development, and maintenance of successful websites and e-commerce stores.
He chose the Business Revolution Service, followed by Business Operations & Project Management.
Tools included ClickUp, Dubsado, Make, Zapier, Google Workspace, Xero, Calendly and Better Proposals.
Matt needed help to sort out his business because there were no documented procedures or processes in place, and because of that, he had wasted a lot of time. He was using Plutio, but it wasn’t a proper PM tool, even though it could manage contracts and invoices. There wasn't any automation, so he had to manually on and off board his clients. Matt didn't have time to learn all the tools to set them up properly, and there was nowhere to manage a growing team.
Matt wanted a CRM that would handle proposals, contracts for freelancers to sign and invoicing, as well as having an invoice area in ClickUp, showing their different statuses. The CRM needed to handle USD, EUR and GBP. He wanted a PM tool to manage and track projects with lots of automation. All processes and procedures needed to be documented and communicated to the team. Matt wanted to take less of a hands-on role in every part of the business.
Ashley's business (Reasonate Creatives) specialises in strategy and content marketing for the travel and tourism industry.
She chose the ClickUp and Dubsado Service.
Tools included ClickUp, Dubsado, Zapier, Google Workspace
Ashley's biggest challenge was getting set up to allow her to scale quickly.
She was running behind on deadlines, struggling to keep track of projects, and taking on new clients faster than she could deliver on them.
Ashley wanted a system to manage everything in one central place, including her business projects and work for her clients, as well as allowing her to scale her business. She wanted to be flexible with her clients without all the admin behind the scenes and need somebody who could pull all the pieces of her business together.
Jill's business (Insightful Research) specialises in market research for the education and learning sectors.
She chose the Business Revolution Service because she wanted her full business processes to be reviewed and streamlined.
Tools included ClickUp, Better Proposals, Make, Zapier, Xero and Mailerlite.
Jill was at capacity, struggling to manage a heavy workload and didn’t have a clear view of all the different things going on at any one time. She spent a lot of time reinventing the wheel each time she started a new project because she didn't have any standard processes in place, and she felt overwhelmed in busy periods. So many processes were in her head that it became difficult to delegate or involve others in projects. It was also too easy for things to fall through the gaps as her CRM was in a different place to her client project management which was in a different place again to her marketing plan. It was unrealistic to keep track of all these different systems.
Jill wanted to easily outsource work to other people or bring them in to help her when needed. She wanted more efficient systems in her business and join things up so things were not falling through gaps. She wanted to improve the client experience and wanted to create a client portal and way of sharing progress etc. with clients to give them better visibility on what is going on with their projects.
Jaime's business (Blue Sprout Virtual Services) specialises in virtual services, such as marketing, operations, VA, project management, media projects etc.
She chose the Business Strategy service, because she needed guidance on how to set up ClickUp for her business.
Tools included ClickUp, Zapier, Google Workspace.
Jaime was overwhelmed because there were so many video tutorials on ClickUp and she didn't know what she needed or where to start. They were so generic that she wasn't sure which features would best suit her business and they didn't answer her specific questions she had. She wanted to learn how to customise ClickUp to suit her specific business because she wanted to provide ClickUp set up services for her clients.
Jaime wanted to learn and use ClickUp better, and needed some guidance so it didn't take years to figure out. She wanted to track time spent on all her projects so she could improve her pricing and any other general improvements possible. For her clients, she wanted to make it easier for them to use ClickUp with her, to manage projects like launches, and also collaborate in ClickUp rather than through Zoom, chat, and email. She wanted to learn about dashboards and how best to use them. She wanted to set up ClickUp herself, knew there were different ways but didn’t want to go down the wrong route.
Claudine is an outdoor lifestyle coach for moms. She hopes to normalise the outdoors and work on mindset for moms to find time to get out with their kids or for self-care.
She chose the Business Revolution Service, followed by Business Operations & Project Management.
Tools included ClickUp, Zapier, Acuity, ThriveCart, HelloSign, Google Workspace, ConvertKit, Make, Zoom, Wave.
Time is Claudine's biggest challenge. She homeschool's her three kids and currently wakes up at four in the morning to get her work done and trying to find some more time during the day.
She had very little time to work and so much to do, with an ever growing to do list
Her biggest need is helping her to set up her systems. She is a new business with growth that is beyond the time she has to focus on the learning curve for learning how to set everything up.
Claudine absolutely loves tech but doesn’t have the time to figure it all out. She needed somebody that can help her decide the best way to do things so that they are efficient and easy for her. She needed her business to work efficiently as she doesn’t have time to do things manually. Her time needed to stay focused on clients, marketing and creating her products and flow. Her goal is to connect with people and organise classes.
Shaira's business (Shaira Sakhrani) specialises in holistic health, helping people through an integrative approach to wellness focusing on nutrition, emotional balance and stress management to achieve an optimal state of well-being.
She chose the ClickUp and Dubsado Service.
Tools included ClickUp, Dubsado, Flodesk, Google Workspace, Zoom and Zapier.
Shaira didn’t have a place to manage her work for her clients or work for her own business, it was completed in notepads. There was no automation, so had to manually on and off board her clients. She didn't know how to set up Dubsado and ClickUp for her business and didn’t have time to learn it all. There were no processes or procedures documented.
Shaira wanted to reduce manual work so that she could spend more time to work with her clients. She wanted a place to manage and keep track of clients, who they were and where they were in the process. She wanted somewhere where she could plan and organise projects and workshops.