Katey

Katey – Online Business Manager & Process Improvement Specialist

From vision to implementation - helping businesses grow with clarity and structure

With over 25 years of professional experience, Katey supports business owners and teams who are ready to get organised, streamline their systems, and finally free up time to grow.

As an Online Business Manager (OBM), she bridges the gap between strategy and execution - helping clients define what they want to achieve and then designing the roadmap to get there. She particularly enjoys supporting visionary and creative founders who need a trusted operational partner to bring calm structure, momentum and follow-through to big ideas. From planning and project management to process refinement and CRM implementation, Katey turns business goals into clear, actionable systems that work.

Key Areas of Support

• Process review, mapping, and improvement
  
• CRM setup, migration, and management (including Monday.com, Capsule, BrightManager, Engager, Evolution)
  
• Client onboarding systems for accountants and service providers
  
• Business operations and workflow design
• Launch coordination and implementation
• Customer journey and funnel support
• Strategic planning and operational accountability
• Project and team coordination across marketing, operations, and finance
• Accountancy onboarding and practice management workflow
• Strategic business support as an Online Business Manager (OBM)
  

Real-World Experience

Katey has worked with a diverse range of clients through My Freelance Admin, from established consultancies to fast-moving startups.

She’s provided OBM-level support for companies including a market research firm, a resilience and continuity consultancy, and a cyber security business- developing processes, managing priorities, and keeping teams focused on strategic goals.

For professional service providers, she’s managed onboarding systems for accountants and overseen CRM setups and migrations, helping businesses move from messy spreadsheets to efficient, automated workflows using systems including Engager, BrightManager, Xama, and TaxCalc.

As part of our wider process mapping and improvement work, Katey has supported organisations ranging from creative agencies and nutritional health coaches to funeral service providers, reviewing their existing systems, identifying bottlenecks, and implementing changes that improve productivity and client experience.

Whether she’s leading a CRM implementation or designing a process map from scratch, Katey brings a balance of structure, foresight, and calm confidence that clients love.

Process Mapping & Improvement

Katey leads many of our process mapping and improvement projects, helping businesses review how they operate and build stronger, smarter systems.
She works closely with business owners to identify inefficiencies, helping founders create smoother and more sustainable ways of working, and implement tools that make everyday operations simpler and more consistent.

Her approach combines strategic thinking with hands-on implementation - turning big-picture goals into efficient, documented systems that your team can actually use.

What She’s Known For

Clients often describe Katey as their “calm in the storm.” She’s methodical yet flexible, with a strong ability to see both the details and the bigger picture. Her background in market research gives her an analytical edge, while her years supporting entrepreneurs and SMEs mean she understands what makes a small business thrive. She has a natural ability to balance big-picture thinking with grounded implementation, helping creative and fast-moving founders turn ideas into action without losing momentum or vision.

Katey doesn’t just manage admin - she builds business infrastructure that gives owners space to lead, innovate, and grow.

Ideal Clients

Katey is the right fit for:

• Small-to-medium businesses ready to scale sustainably
  
• Teams with outdated or unclear internal processes
  
• Founders who need structure and systems to match their growth
• Creative, purpose-led or visionary founders needing strategic operational support
• Accountancy firms and professional service providers improving onboarding and operational workflows
• Businesses implementing CRMs or new operational tools
• Companies seeking OBM-level strategic and operational support
  

Ready to work with Katey?

Whether you’re implementing a CRM, redefining how your team works, or simply ready to take control of your business processes - Katey’s the expert who can make it happen. Get in touch to find out more.

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Photo by Bee Focused Photography

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