Setting Up for Success: Creating Clarity in How Your Business Actually Runs

When a business is running day to day, admin processes tend to grow organically.
Things get added, adapted, worked around, and handed over informally. Over time, that can leave even well-run businesses relying on knowledge that lives in people’s heads rather than in clear, shared processes.

The Setting Up for Success package is designed to pause that momentum - briefly and intentionally - and create clarity around how the admin side of your business actually works, end to end.

This isn’t about changing everything.
It’s about making what you already do visible, structured, and workable.

What This Package Is (and Isn’t)

This is a process-mapping and clarity package, led by an experienced Online Business Manager.

It focuses on:

• How work flows through your business
• Where admin supports that flow
• Where things rely too heavily on individuals
• What needs to be clearly defined for your business to scale, delegate, or simply run more smoothly

It’s not an implementation package, and it’s not ongoing support.
Instead, it gives you a clear foundation you can build from - with or without us.

What We Work Through Together

The core of the package is a structured Zoom session where we map your admin processes in detail.

During this session, we work through your customer journey and internal workflows, capturing:

• The key admin processes involved at each stage
• Any variations, offshoots, or workarounds
• Where decisions are made
• Where things slow down, duplicate, or rely on memory

For each process, we clearly define:

• What currently happens
• What should happen for clarity and consistency
• Who is responsible for each step

This creates shared understanding - not just for you, but for anyone supporting the business now or in the future.

What You’ll Come Away With

After the session, you’ll receive:

• Clear written documentation of your core admin processes
• Structured notes from the session
• A practical view of what needs to be implemented, improved, or delegated

Many clients use this documentation to:

• Onboard team members more effectively
• Reduce bottlenecks and repeated questions
• Prepare for growth or systems changes
• Create confidence that the basics are properly in place

Who This Package Is For

The Setting Up for Success package is particularly well suited to:

• Businesses that are growing or preparing to grow a team
• Directors who want clarity around how the admin side of the business functions
• Teams that work hard but rely on informal processes
• Businesses that want to strengthen foundations before adding systems, automation, or new support

If you’ve ever thought “we’ve been running like this for years, but we’ve never actually written it down”, this package is designed for you.

What We Need From You

To get the most from the package, we ask for:

• 30 minutes for an initial (free) connection call
• Around 1 hour to complete a short pre-session questionnaire
• Up to 4 hours set aside for the Zoom session (we may not use all of this time, but we ask you to reserve it)
• An optional post-session call to talk through the documents produced

This ensures the session is focused, productive, and genuinely useful.

Investment

The Setting Up for Success package is delivered as a fixed, structured piece of work.

Investment: £675 + VAT

This includes:

• The initial connection call
• Session preparation
• The in-depth process-mapping session
• Written documentation of your key admin processes

There is no obligation to continue into ongoing support.
If you do want help implementing what’s been mapped, we can discuss options separately.

A Calm Next Step

If this sounds like the kind of clarity your business would benefit from, the next step is a short conversation.

The connection call is simply a chance to:

• Understand what stage your business is at
• Confirm whether this package is the right fit
• Answer any practical questions before you commit

Book your call, here.

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