Still running your business on spreadsheets?
I offer CRM setup services for small UK service businesses.
I choose the right CRM, build it around your processes, and train your team to use it.
Enquiry → Contract → Invoice → Spreadsheet. If your team retypes the same details at every step, this is for you.
12 weeks · From £3,000 · Fixed price agreed before we start
You know it's not sustainable.
You just haven't had time to fix it.
The spreadsheets made sense when it was just you. You knew where everything was, because it was all in your head. Now there's a team, and the processes, client details and follow-ups still live with you: in your inbox, in a spreadsheet only you really understand.
Then a new starter arrives and there's nothing to hand over. You're dreading days of explaining things that should be written down somewhere, in a system anyone could follow. Or you've hit a wall: you're at capacity because the admin on the work you already have is eating the time you'd need to take on more.
It usually looks like this:
- The same details typed into three different places
- One person who knows where everything is
- A system that only works as long as nobody's off
- Never being sure the document you're looking at is up to date
Nothing is wrong with your team or your standards. The processes were never connected, so a person has become the connection. And your most capable people quietly absorb it, which is why everything looks like it's running smoothly.
You know this needs to change. The challenge is that choosing a tool, setting it up properly and getting your team to use it is a project in itself. And you haven't got the time.
That's what Simplify is for.
The right tool, built around the way you actually work.
Most people who try to fix this themselves start by Googling "best project management tool" and end up more confused than when they started. There are dozens of options. They all look similar in the screenshots. The free trials are hard to judge when you don't yet know what you need.
I do that work for you.
Before I recommend anything, I learn how your business operates: the processes, the workflows, the way your team communicates, the tools you already use and want to keep.
Then I research the options properly, and come back with a clear recommendation you can trust.
Then I build it, translating your existing processes into the new system so that it works the way your team already thinks instead of the way a generic template assumes you work. And I train everyone properly so it doesn't become something your team works around.
How Simplify works
1. Discovery
I learn how you work. We start with a proper conversation about how your business runs right now: the processes, the workarounds, what works and what doesn't. I want the full picture before I make a single recommendation, and I'll ask questions you and your team might not have thought to ask yourselves.
2. Research
I test the options against your situation. I review the CRM platforms that could work by looking at what they can and can't do, how they'd handle your specific processes, what they'd cost, and whether they have a reliable track record. I'm not loyal to any tool. The right one is the one that fits your business.
3. Recommendation
You choose. I come back with two or three options and a clear recommendation. You'll know exactly why I'm recommending it, what each option covers, and what, if anything, it doesn't. Nothing moves forward until you're confident.
4. Build
Your processes, translated. I build the system around your workflows, templates and team structure, so that where it makes sense, information is entered once and flows to the right places. I document everything as I go, so when someone new joins, there's something to hand over.
5. Training and handover
Your team, confident from day one. A live training session with your team, plus a recorded walkthrough they can come back to whenever they need it. The goal is for this to become the way your business runs, not something people have to be reminded to use.
Simplify at a glance
Who it's for: Small service businesses with an established team who have outgrown spreadsheets and email threads.
What you get:
- A discovery conversation about how your business runs
- Research into the CRM platforms that fit, with two or three options and a clear recommendation
- A CRM built around your processes
- Full documentation, ready for handover
- Live team training sessions and recorded walkthroughs
Timeline: Most projects take 12 weeks, and some take longer depending on the complexity of your processes and the platform we agree on.
Investment: From £3,000, scoped individually, with a fixed price agreed before we begin.
Is Simplify right for you?
- You run a service business with a small team
- You've built something you're proud of, but the systems haven't kept up with where the business is now
- You're still running on spreadsheets and email threads, and you know it's not sustainable
- You know something needs to change, but you don't have time to research tools yourself
- You want it done once, done well, and handed over in a way that lasts
If you already have several tools that simply don't talk to each other, Evolve would be a better fit for you.
Why work with me
Platform-agnostic
I don't have any loyalty to a specific tool, only to which one is going to work for your team.
People-first
Your team deserves a system that they can actually use; one that has been tailored to how they work.
Emotionally intelligent
If you or your team loves doing a certain process manually, I respect that. Nobody is pushed into automating something just because it can be.
Investment
Simplify projects start from £3,000. Every project is scoped individually, because the right solution depends on the size of your team, the complexity of your processes, and the platform we agree on.
- Apply. Tell me about your business through the application form.
- Have a discovery call. If it's a good fit, we'll talk through where your business is, what's not working, and what a proper system would involve.
- See the scope. You'll get a clear scope and a fixed price before anything begins.
Have a question before booking? Get in touch.
FAQs
Do I need to know which tool I want before we start?
No and honestly, it's better if you don't.
Part of what I do is make sure the recommendation fits your business rather than a tool you've already decided on.
I've seen too many businesses invest in the wrong platform because it was the one they'd heard of. The research stage exists precisely so that doesn't happen to you.
Which CRMs do you set up?
I am not tied to one platform. I have worked with several platforms - HubSpot, Zoho CRM, OnePageCRM, Dubsado, Ahsuite, Booqable, GoHighLevel, Kajabi, Kartra, Notion - and I recommend the one that fits how your team works. If you already have a CRM you want to keep, I can re-structure that instead.
How long does Simplify take?
Most Simplify projects take 12 weeks but could take longer, depending on the complexity of your processes and the platform we agree on.
We'll agree on a realistic timeline before anything begins.
Will my team need to learn something complicated?
No. I keep systems as simple as possible, so your team can use them without feeling overwhelmed.
Will I be able to maintain it myself after the project?
Yes. Everything I build is documented clearly, and the training session is designed to make sure your team is genuinely confident — not just shown where the buttons are.
If something changes down the line and you need support, retainer options are available for exactly that.
What if we don't end up using all the features?
That's fine. I won't build anything your team doesn't need.
The goal is a system that gets used, not one that's clever and overwhelming.
Simpler is always better.
What does the quote include?
Your quote will clearly set out the scope of work, the platform, the timeline, and the investment. Nothing will be vague or open-ended. You'll know exactly what you're getting before you commit to anything.
What if we need ongoing support?
Once your system is built and your team is using it, most clients find they want someone to call when things change - a new team member joins, a process shifts, a new tool needs connecting.
After a Simplify project, I offer ongoing retainer support for businesses that want me to maintain and develop their systems over time. It's a practical arrangement for a growing business: you get a trusted pair of hands without having to brief someone new every time something needs updating.
If this sounds useful, we can talk through what that would look like towards the end of your Simplify project.
Can we start smaller?
Yes. If one process or tool is causing most of the pain, I can start there at £600 a day, with the days agreed in advance. We'll see whether a bigger project makes sense afterwards.
