Are you running your business, or is it running you?

Do you feel you are never going to break free from the endless waves of client administration?

Perhaps you have simply outgrown the basic client processes you originally put in place and recognise you now need to streamline.

My Systems Set Up Sorted service is for you if:


You are an online business coach or consultant who has been established for at least a year


You manage all your client administration yourself and it’s blocking your potential to grow


You need to streamline your client processes to save time, increase client satisfaction and prevent overwhelm


You are time poor and would welcome expert help to implement a system


You want to spend more time working with clients and have more time to yourself

In this 5 week programme I will take you through my 5 step system and set up your processes in Asana so that your business works efficiently like a well-oiled machine.


Phase 1: You - The CEO

  • Getting to know you & your business
  • Getting to know your why and your goals
  • Getting to know your ideal client
  • Getting to know your challenges

Phase 2: Business review

  • Review existing systems & processes
  • Map client journey
  • Identify where you spend your time
  • Identify repeatable processes

Phase 3: Strategy

  • Map your ideal system
  • Plan client end to end journey
  • Process flow

Phase 4: Implement

  • Implement Asana
  • Create templates & proformas
  • Organise processes
  • Establish standard operational procedures

Phase 5: Scale & Grow

  • Handover & training
  • Planning what happens next
  • Successful delegation
  • Exploring outsourcing options

Through speaking to you on Zoom calls I will complete an audit of your current processes and identify any repeatable processes, bottlenecks and frustrations.
I will implement a bespoke system and set up your processes in Asana so you can work with ease and flow.
We will work together 1-1 virtually via video call, email and phone. Whilst I am UK based, I work with clients worldwide.

Work with me to achieve:

  • More streamlined client processes, making it more efficient for you to manage or outsource
  • More capacity to spend with clients, leading to increased revenue
  • More consistent client onboarding and follow-up, resulting in increased client satisfaction
  • More time to develop strategies to grow your business
  • More time to enjoy with friends and family and avoid burnout

Ready to find out more? Book now!

“Carol started helping me with my admin last year as we were getting really busy with new client work. I run monthly training and was struggling to cope with the admin involved, such as promoting each event on other websites, emailing out invites, keeping track of attendees and sending out invoices. Carol has taken over all these tasks for me. Not only has this saved me lots of time, we have had more bookings. This meant that I could set up a second set of training. I am so pleased to have Carol’s help on this, and know that I can trust her to get everything done on time”

Sara Greenfield

Owner Bright Yellow Marketing

Once “Systems Set Up” is complete, some clients easily to transition to my Online Business Manager service. Alternatively, you may find your processes are now streamlined and less time consuming to run yourself or you may feel ready to take on a Virtual Assistant.