FREEDOM WITH SIMPLE SYSTEMS
Client Management System
Running a growing business shouldn’t mean drowning in admin work or getting stuck in tech headaches.
If client management feels chaotic or overwhelming, it’s time for a smarter way to operate.
​
The client management system is designed to streamline your backend, automate repetitive tasks, and create a seamless experience for both you and your clients so you can focus on what truly matters: growing your business.
​
Let’s make client management effortless so you can focus on what you do best. Click the button below to book your free consultation.
Effortless Client Management: More Time, Less Stress, Better Business
Right now, client admin is eating up your time, chasing emails, managing contracts, sending invoices, and trying to keep everything organised.
It’s exhausting, and it’s holding you back from focusing on what actually grows your business.
​
Our Client Management System Solution eliminates the chaos.
We’ll set up a streamlined, automated system that handles everything from proposals and contracts to invoicing and follow-ups so you never have to worry about dropped balls or missed opportunities.
Here’s What Changes for You:
✅ No more manual tasks: Automate scheduling, invoicing, and client communications effortlessly.
✅ More time for what matters: Focus on coaching, scaling, and serving your clients without admin distractions.
✅ A seamless client journey: Give your clients a smooth, professional experience from start to finish.
​
Get Your Time Back & Scale Without the Stress
If managing client tasks feels like a full-time job, it’s time for a system that works for you.
We customise your client management system setup to fit your business needs so that everything runs smoothly while you stay in control.
​
You’ll go from overwhelmed and scattered to organised and in command. Your business will operate like a well-oiled machine, freeing you to grow without drowning in admin work.
​
Let’s make client management effortless so you can focus on what you do best.
Your All-in-One Business System
What you will get:
1. 1:1 System Strategy Session:​ We’ll develop a tailored system strategy that aligns with your unique requirements and objectives.
2. SOP Workflow: Design and document an SOP workflow to guide your team through key processes.​
3. Invoicing & Payments: We’ll Implement a robust invoicing system to streamline your billing processes.​
4. Scheduler: Set up an efficient scheduling system to manage appointments and bookings.​
5. Forms & Packages: Develop customised forms to capture essential client information and create structured packages that align with your service offerings.​
6. Client Portal: Customise the portal to showcase your brand and enhance the client experience and implement secure login features to protect sensitive data.
7. Custom Canned Emails: Create a library of custom canned emails for common communication scenarios and tailor emails to reflect your brand voice and maintain professional correspondence.
8. Automated Workflows: Design and implement automated workflows to streamline repetitive tasks.​
9. Tool Integration: Evaluate and integrate essential tools to enhance overall system functionality.​
Timeline: 4 Weeks for your x1 signature service
Investment: £2,500
The Process
1. Onboarding
We start by getting to know your business and understanding your unique needs. This step ensures we have all the information necessary to tailor our services to you.
2. Strategy Session
In this collaborative session, we’ll discuss your goals, challenges, and vision. Together, we’ll outline a clear plan for your system buildout.
%20(1).png)
3. Sign Off
Once the strategy is defined, we’ll present our proposed plan for your approval. Your feedback is essential to ensure we’re aligned with your expectations.
4. Build
We will begin building your customised systems based on the approved plan, focusing on creating efficient and effective solutions.
5. Test
After the build is complete, we’ll thoroughly test all systems to ensure everything functions smoothly and meets your requirements.
6. Launch
Finally, we deliver your completed system and provide any necessary training or support to help you get started confidently.
Who is this for?
-
Small service-based businesses. ​​​
​
-
Already selling your services consistently.
​
-
You want to organise and optimise your business to improve productivity.​​
​
-
Tech is not your thing; you would rather get someone else to do it.
​
-
You want to ensure you provide a high-level service to your clients.
​
-
You need a helping hand as you have too much on your plate.
What our clients are saying?
“Wow! Thank you, you made everything easier!”
Just saw 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 to Get Started...
-
How will Simple Systems Solutions ensure the seamless integration of the recommended systems into my existing business operations?Simple Systems Solutions takes a personalised approach to integration. During your consultation, we assess your current operational needs and suggest the most appropriate service for your business.
-
What if I have specific tools or software that I prefer to use? Can you accommodate these preferences?Absolutely! Our goal is to enhance your business processes while respecting your preferences. During the onboarding phase, we take into account the tools you already use and prefer. We strive to integrate these seamlessly into our system solutions, ensuring a cohesive and familiar workflow for you and your team.
-
Will implementing these systems be time-consuming, causing disruptions to my current operations?We understand the importance of a seamless transition. Our implementation process is designed to minimise disruptions to your ongoing operations. We work collaboratively to establish a realistic timeline, and our experienced team ensures that each phase is executed efficiently, with minimal impact on your day-to-day activities.
-
How will you support my team in adapting to these new systems?Training and support are integral parts of our service. We provide comprehensive training sessions tailored to your team's needs, ensuring they are well-equipped to navigate and leverage the new systems. Additionally, our 14 - 30 days Systems Support period offers general guidance and troubleshooting to address any questions or challenges that may arise.
-
What if I already have some systems in place? Can you work with my existing infrastructure?Absolutely. Our approach is flexible and adaptive. Whether you have existing systems in place or are starting from scratch, we'll work with what you've got to enhance your current infrastructure. Our aim is to optimise what you have, filling gaps where necessary, and ensuring a cohesive and efficient overall system.
-
Do you offer payment plans for your services?Yes, we do offer payment plans for services exceeding £5,000. It's important to note that full payment of invoices is required before the commencement of the project.
-
How long does the project take?The duration of each project can vary based on its complexity, scope, and specific requirements. We usually provide you with a detailed timeline during the onboarding and planning phase. We aim to strike a balance between efficiency and thoroughness, ensuring that the implementation of any of our Simple Systems Solutions aligns seamlessly with your business needs.
-
How can we get started?Simple, book a free consultation then we'll go from there.
