Your systems should work for you. Not the other way around.
Whether it's a CRM that nobody uses, a process held together with sticky notes, or tools that don't talk to each other - I help you sort it out.
Every engagement starts the same way: I look at what you've got, find what's costing you time, and fix it.
Audit
Let's find out what's really going on.
You know something isn't working. Maybe everything feels harder than it should. Maybe your team is spending hours on things that should take minutes. Maybe you've got tools you're paying for and barely using.
The Audit is where every engagement starts. I take a proper look at your tools, processes, systems, and ways of working — and I tell you, honestly, what's helping and what's holding you back.
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A clear picture of how your current systems and processes actually work (not how you think they work)
Every inefficiency, gap, and risk identified and explained in plain English
A prioritised set of recommendations - what to fix first, what can wait, and what's fine as it is
A realistic sense of what it'll take to sort things out: time, cost, and effort
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This is for you if:
You're spending more time on admin than actual work
You've got a nagging feeling your tools or processes aren't pulling their weight
You've been putting off "sorting out the systems" because you don't know where to start
Something's broken and you're not sure why
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Starts at £500*
*I want to make sure everyone can get great support without breaking the bank. I'm open to payment plans, discounts, and other options, as long as I can still cover my expenses!
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After the Audit, you'll have a clear roadmap. Some clients take that and run with it themselves. Most ask me to help with the next step — that's where Fix & Build comes in.
Fix & Build
Now we sort it out.
The Audit tells us what needs doing. Fix & Build is where it actually gets done.
This is the hands-on work - whether that's one targeted fix or a full programme of changes. I don't just recommend things and disappear. I get in there, build it, test it, and make sure your team can actually use it.
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The kinds of things I fix and build:
CRM setup & implementation - Get a system that actually tracks your leads, clients, and workflows. Dubsado, HubSpot, Salesforce, or whatever fits your business. Set up properly, integrated with your other tools, with training so your team actually uses it.
Workflow & process automation - Stop doing manually what software could handle. Automated invoicing, client onboarding sequences, reminders, approvals, data entry. If you're doing it repeatedly, we can probably automate it.
Tools & software setup - New tools configured properly from day one, or existing tools reconfigured so they actually do what you need. Project management, scheduling, communication, file management — all of it.
Data & reporting - Messy data cleaned up. Reporting that tells you something useful instead of just existing. Dashboards that help you make decisions rather than gathering dust.
Integrations - Systems that don't talk to each other, made to talk to each other. No more copying data between platforms or working from three different spreadsheets.
Training & adoption - The best system in the world is useless if nobody uses it. I train your team properly and make sure new ways of working actually stick.
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The scope comes from your Audit findings. Sometimes it's a single fix that takes a day. Sometimes it's a series of improvements over several weeks. We agree the priorities, I get it done, and I don't disappear until everything's working and your team is confident using it.
Already know what you need? If you've got a specific project or problem in mind, we can discuss it on a discovery call and work out the right approach - Audit first or straight into the work.
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Varies depending on scope - we’ll agree a figure that fits your business and objectives.*
*I want to make sure everyone can get great support without breaking the bank. I'm open to payment plans, discounts, and other options, as long as I can still cover my expenses!
Fractional IT Director
Expert tech leadership, without the full-time cost
Some businesses don't just need a one-off project. They need someone in their corner - someone who understands their setup, thinks strategically about technology, and is there when decisions need making.
That's what the Fractional IT Director service is. Ongoing, on-demand technology leadership for businesses that are too ambitious to wing it but too lean for a full-time tech hire.
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Strategic technology planning aligned with where your business is heading
Confident decision-making on tools, platforms, and systems - no more guessing
Vendor management and oversight - I make sure you're getting what you're paying for
Project management for technology initiatives, from scoping through to delivery
A sounding board for ideas, challenges, and "should we do this?" moments
Hands-on execution when needed - most Fractional IT Directors haven't touched a keyboard in years. I still build things.
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This is for you if:
Technology decisions keep landing on someone's desk who isn't a technology person
You're growing and your systems need to grow with you
You want someone who knows your setup inside out and can advise on an ongoing basis
You've been through the Audit and Fix & Build process and realised you want me to stick around
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We agree a retainer that fits your needs - whether that's a few hours a month or a couple of days a week. You get strategic thinking and hands-on support without the overhead of a full-time salary.
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From £1,500 per month, depending on your needs and level of involvement.*
*Pricing can be structured flexibly - monthly retainer, part-time arrangement, or project-based. My goal is to ensure you receive high-value, sustainable support without unnecessary overheads.
AutoPilot
Get Your Client Admin to Run Itself
You got into freelancing to do work you love. Not to spend your evenings chasing invoices, copying details between apps, and trying to remember who you've followed up with.
AutoPilot is a done for you system in Dubsado that gives you a complete client management system - from first enquiry to final invoice and everything in between. Proposals, contracts, scheduling, questionnaires, workflows, automations, all built around how you actually work.
No templates you'll never customise. No YouTube tutorials you'll never finish. Just a system that works, ready to go.