Client Management and Business Support Services
Every business needs support in order to thrive. Get the help you need to save yourself from doing all the work in your business!
You need someone to help you manage, monitor and ensure that your clients receive the best experience while working with you.
Having the right person on your team can make all the difference.
We help you take care of the time-consuming tasks that need to be done and are not the best use of your time.
There are a few ways you can work with us see below to learn more.
Client Management and Tech Support
Our client management and tech support service is about providing your clients with the best possible experience whilst working with you. Our goal is to ensure that your clients are able to navigate through your service with ease. This means from the moment they onboard to offboarding and even maintaining relationships during their time with you.
Check out our specialist services we offer below:
CRM
Management
CRM management helps manage and monitor your client relationships. Making sure that things like contracts are signed, invoices are paid and forms are filled. Anything that is not done via automation will be managed.
Course and Membership Management
Making sure your students have access to your course or membership site is essential. We'll also help you to ensure content is uploaded as appropriate and manage the general site.
Email Marketing and Email Management
Building relationships is at the heart of FWSS. You'll get email marketing support. Whether it's a sequence you need to set up or one-off emails to be sent weekly, we've got you.
Website Management
Keeping your website up to date is a task you don't want to be dealing with. Here with my support you'll get your website up to date and reviewed on a regular basis. If you have new content that requires uploading we can do this for you.
Who this is for?
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Small service based businesses.
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You run an online business or you want to get your business online.
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Tech is not your thing and you'll rather get someone else to do it.
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You want to ensure you provide a high-level service to your clients.
Who this is not for?
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You are not ready to grow your business.
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You are not ready to hire a systems strategist or virtual assistant.
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You have time on your hands and are able to manage your clients and business yourself.
Packages
Our packages are designed to help you improve your services, save you time and effort.
We offer 4 support packages, see our packages below!
Client Management Support
The client management support service is designed to help you manage your CRM/Client relationships and business operations. See below the types of activities conducted in this service:
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Client onboarding/offboarding management
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Setting up and managing G-drive and documents
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Client communication and project management support
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Contact/list organisation
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Responding to client enquiry
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Tracking leads and follow-up
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Email support and organisation
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Inbox and diary management
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Regular client communication and check-ups.
We can also help with new creating new assets within Dubsado CRM such as canned emails and templates.
However, new items/services such as new workflows and new processes will be charged as an add-on service.
If you would like this service it is advised to get a system audit also known as the strategy session to ensure you get the best experience. See more on our strategy service here.
£850 per month
Email Management and Email Marketing
If you don't like email management or you're just overwhelmed with your inbox then this service is perfect for you.
We'll help you manage your inbox, create your regular newsletters and create your email sequences for your services and products.
Here's what this service includes:
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Checking your emails twice a day (mornings and afternoons – 30 minutes)
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Responding to enquiries
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Email organisation - filing and flagging emails
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Arranging meetings
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Unsubscribing from junk mail
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Diary management
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Sending/scheduling weekly newsletters
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Setting up email sequences
Checking twice a day Monday to Friday (exc bank holidays)
£650 per month
Course and Membership Management
Running a course or membership is a lot of work. Rather than focusing on the backend of your course/membership, we'll help you manage all the backend to ensure everything runs smoothly. Here's what we'll do:
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Respond to client enquiries
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Content update on course/membership site
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Manage student/member payments
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Student/client communication
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Monitor membership data
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Email management
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Email marketing
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Community management
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Video uploads and more.
Support is available Monday to Friday. You will also get regular status reports of your course and membership platform.
£850 per month
Website Support
Websites need to be regularly monitored. Making sure that your website is up to date is important. We'll help you update your site with new content such as new copy, images and testimonials. We'll make sure your website is working as it should.
Your website will be monitored on a monthly basis. If you require regular content updates then this service is available twice a week. However, if you need new website pages this will be charged as an add-on service.
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Wix website
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Designing landing pages
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Content update
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Site maintenance
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Email Marketing
Please book a free consult below to get started.
£450 per month
If you would like to apply for our client management support service and have not worked with us before please let us know during your consultation.
The systems strategy session will help to ensure that your system is ready and functional before commencing the Client Management Support service. If you have had the strategy session with us then you will need to make sure the system is fully implemented before this service starts.
Please, note that the set-up service is not part of the client management support service.
Monthly Retainer
Our monthly retainer is for you if you're looking for consistent support for your general day-to-day tasks.
Check out the types of tasks we conduct in our monthly retainer.
Business Administration
Inbox and diary management
Filing and organisation
Data entry
Manage a contact list
Document template creation
Invoice and contract management
Lead Generation
Direct outreach
Email outreach and management
Building lead database
Lead research
CRM management
Lead generation funnel setup
Sending follow-up emails
Project Management
Project planning
Project tracking
Organising to-do lists
Resource management
Project file and organisation
Standard Operating Procedure documentation
Client Management
Inbox and diary management
CRM management
Following up with clients
Scheduling client meetings
File management
Meeting minutes
Answering support tickets
Managing client and contact lists
Client invoicing
Online webinar support
Wix Website
Designing Wix websites, Creating mock-ups
Designing landing/sales / opt-in pages
Basic video editing (splicing intros & outros with raw footage)
Email Marketing
Market research
Creating an email list
Adding and removing Subscribers from lists
Creating and scheduling emails
Sending follow-up emails and auto-responders
Creating email newsletters
Creating email sequences
Monitoring analytics
HOW IT WORKS
STEP 1
Book a free consultation
To get started book a free consultation by clicking on the button.
STEP 2
Complete your onboarding
Complete your onboarding, this includes your contract, invoice and any forms.
STEP 3
Conduct a Kick off call
Let's get to know each other a little more. We'll need to have a kick-off call where I will collect more information if required.
STEP 4
Let's get to work
Let's get to work. I'll begin supporting you in your business.
Add-on
Below is an overview of services you can purchase while working with us:
1:1 SYSTEM STRATEGY SESSION
NEW WEBSITE PAGES/TEMPLATES
DUBSADO CRM REVAMP
WHAT PEOPLE SAY
“Wow! Thank you, you made everything easier!”
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Hi Phebi,
Just seen your email and the portal! And wow thank you for all your work, you took your time and made my life easier and sorted things out. Things I didn't even know I needed like the logo. Thank you for the video too.
— Celestina, Floating Counselling
HOW THIS WILL HELP YOU SCALE YOUR BUSINESS
RETENTION
We'll help you implement a client management system and help you retain clients in your business. Retain your clients without the overwhelm.
REPUTATION
Build your brand. Our systems help you to improve your brand reputation with professional systems that levels up your client experiences!
REPETITION
We work to help you reduce manual efforts by automating your systems so that you're not doing repetitive tasks and can deliver excellent client experiences.
WHY FREEDOM WITH SIMPLE SYSTEMS?
Phebi is a Certified Dubsado Specialist and Business tech pro who helps online service-based business owners to implement systems to grow their business.
Phebi founded Freedom with Simple Systems for service-based entrepreneurs who want to elevate their client experience and improve efficiency in their business so, that they can have more time and a better lifestyle.
Phebi uses proven strategies to help service-based entrepreneurs to scale their businesses without overwhelm.
Frequently Asked Questions
1. What if I need content created?
No problem we can create some new content such as forms or email templates. Please, note that if you need a system review and implementation you will be invoiced.
2. How does the monthly retainer work?
You will be given a start date from the moment you complete your contract and invoice. Your retainer month will be based on the day you started. At the end of each month, you will receive a service report providing you with information on the service we provided. We also ask that you provide us with feedback so that we can know how we are doing.
3. How do I pay?
We will send you an invoice each month or we'll set up automated payments to make it easier for you. This will be less disruptive to your service. You will also receive receipts when payment is completed.
4. Can I cancel my contract?
Only at specific times for instance, after your trial period or after the end of your 3 monthly retainer. Your retainer is automatically renewed unless you provide us with notice of cancellation.
5. How much notice do I have to give to end my contract?
You will need to provide us with a 2-weeks notice via email before your next invoice is created. Once your invoice has been sent to you, you will be liable to complete it.
6. When will I be invoiced?
You will be invoiced 1 week before the end of the month. Payments are due immediately once you have been invoiced.
