Repeated data entry
The same details are typed into a form, a spreadsheet and another system, creating extra work and opportunities for mistakes.
What we can help with
Form submissions, moving data between systems, and cutting out duplicate entry.
ONE PROCESS. CLEAR NEXT STEPS. £50.
Admin & Workflow Healthcheck
Choose one task that keeps taking time out of your week: copying information, chasing approvals, rebuilding a report or keeping track of a handover.
For £50, we review how that process works, identify where time is being lost and recommend practical ways to simplify or automate it.
One focused review. Practical recommendations.
£50 healthcheck
Session length and turnaround agreed when booking. Any build work is quoted separately.
“Start with the task that keeps taking time out of your week.”
What your £50 covers
- A review of how one process currently works
- The points where time is being lost or work repeated
- Opportunities to simplify the steps or automate suitable tasks
- Practical recommendations for what to do next
Session length and turnaround are agreed when booking. The recommendations focus on your chosen process and the tools you use.
If you decide to take it further
- The £50 covers the review and recommendations.
- Any build, software licences or ongoing support are scoped and quoted separately.
- You can decide whether to proceed once you have the recommendations.
What happens next
- 1Tell us which process you would like reviewed using the form below.
- 2Natasha will contact you to arrange the healthcheck, confirm the session length and turnaround, and ask about your process.
- 3Steve reviews the workflow and you receive practical recommendations, with quick wins and any larger improvements explained clearly.
Request your £50 healthcheck
Tell us a little about your business and one process you want to improve. Natasha will contact you to arrange the healthcheck. This is an enquiry; your appointment is confirmed separately.
Which process is slowing you down?
You do not need a technical brief. Start with something your team repeats, checks or chases regularly.
Spreadsheets and trackers
A useful tracker has become difficult to maintain, with manual updates and uncertainty about which version is current.
What we can help with
Spreadsheet clean-up, automation, and reports without the weekly copy-paste ritual.
Enquiries and inboxes
Enquiries, documents and next steps are spread across email threads, making follow-up harder to track.
What we can help with
Enquiry handling, email templates, and replies that are not rewritten from scratch every time.
Approvals and decisions
A request is waiting for a decision, but the team cannot easily see who needs to approve it or what happens next.
What we can help with
Approval processes with a clear route and a record of who actually said yes.
Recurring reports
The information is available, but someone still copies, checks and formats it into the same report every week.
What we can help with
Reporting that pulls the numbers without someone living in filters and paste-special.
Onboarding and handovers
New clients or colleagues need details, documents and tasks passed between people, with too much depending on memory.
What we can help with
Client and staff onboarding that collects what’s needed — without everyone chasing everyone.
The recommendation might be a simpler process, better use of an existing tool or an automation. We look at what fits the work.
Before and after examples
Examples from previous implementation projects. These show what a later build can involve; implementation is quoted separately from the £50 review.
| Process | Before | After |
|---|---|---|
| Session booking | No digital booking — every appointment in person or by phone. Someone had to take the call, write it down, and remember to confirm. | Fully online booking with email confirmations and reminders. Less phone tag — and the same system later helped reach people who would never have booked the old way. |
| Marketing outreach | Outreach when someone had time. Contacts in heads or random lists. Follow-up inconsistent. | A contact database plus automated outreach: scheduled contact, sign-up paths, proper opt-out, and different email journeys by audience — without someone manually remembering who’s next. |
| Expense submissions | Expenses in spreadsheets that don’t work on a phone. Sign-off meant chasing the right person manually. | A mobile-friendly app to submit on the go, with claims routed to the right approver via a simple switchboard you can update when who signs off changes. |
| Mass data migration | Data moved by hand — one record at a time — from ~800 clients and ~3,000 pieces of information. Weeks of copy-paste. | A custom program mapped, extracted and formatted the information into the spreadsheet layout they needed, completing the work in hours. |
Session booking
Before
No digital booking — every appointment in person or by phone. Someone had to take the call, write it down, and remember to confirm.
After
Fully online booking with email confirmations and reminders. Less phone tag — and the same system later helped reach people who would never have booked the old way.
Marketing outreach
Before
Outreach when someone had time. Contacts in heads or random lists. Follow-up inconsistent.
After
A contact database plus automated outreach: scheduled contact, sign-up paths, proper opt-out, and different email journeys by audience — without someone manually remembering who’s next.
Expense submissions
Before
Expenses in spreadsheets that don’t work on a phone. Sign-off meant chasing the right person manually.
After
A mobile-friendly app to submit on the go, with claims routed to the right approver via a simple switchboard you can update when who signs off changes.
Mass data migration
Before
Data moved by hand — one record at a time — from ~800 clients and ~3,000 pieces of information. Weeks of copy-paste.
After
A custom program mapped, extracted and formatted the information into the spreadsheet layout they needed, completing the work in hours.