YOUR NEW SIGNATURE SERVICE SET-UP

SUMMIT SUITE

Building processes that create space for more sales and spare time as well as designing service experiences so bloomin’ good your clients will brag about it

FIND YOUR FREEDOM

〰️

FIND YOUR FREEDOM 〰️

Operations 🤝Client Experience

The business power duo you didn’t know you needed

The processes behind your projects directly impacts the feeling your client leaves you with. You can’t create shout-it-from-the-roof-tops experiences without running a tight ship with your operations. 

Using your brain power to manage your tasks, team and time is not only downright exhausting, but it’s also impacting the service your clients get.

But there’s something I need to address…

 

TL;DR

 

You're drowning in admin, your operations feel like chaos, and your client experience isn’t what it could be. In just 4 weeks, I can transform your business processes and client journey, saving you 10+ hours a week and setting up systems that make your clients rave about you.

Let’s get your operations streamlined and your client experience brag-worthy.

SUMMIT SUITE: From £3000

Every time I say the word “operations” the room goes silent.

Sure, operations are the not-so-sexy part of business

Even though my clients have gained back over a day in time. Most came to me at boiling point having grown their clientele, team and offerings rapidly without a second thought for the way they’d manage it all.  Listen, I get it. Operations doesn’t exactly scream ‘fun’ but they’re vital for improving the quality of your life, your client’s life and your business’s life.


Trust me ⬇️

Ironing out your operations and intentionally designing a client experience benefits not 1, not 2 but 3 areas of your business

 

(this will have you wondering why you never invested before ⤵️)

 

YOU

Save 10+ hours a week to launch that service you’ve been talking about for ages, take yourself on a date or be creative again

“I’d hate to count the hours I've spent writing out people’s details onto contracts & invoices manually, that time is going to be much better spent now”

Charlie - Charlie Britz photography

YOUR CLIENT

Feels supported, valued and thankful and can’t wait to share their experience with others

“I now offer a better service thanks to working with you”

Hannah - Blossom & Ash Floristry

YOUR BUSINESS

Becomes the sought-after service provider because of the profound, positive impact you’ve had on people

“I can manage to take on more clients now, so that is wonderful!”

Becy - Belle Art Photography

The clues your “organised chaos” is more chaos than organised

 

  • Your days are spent doing way too much admin but you’ve not had the headspace to automate or delegate

  • You’re spending a ludicrous amount of time briefing, answering questions and following up with your team

  • You’ve got ZERO time (or motivation) to unpack your processes or teach yourself the tech 

  • You’re investing in a multitude of different tech tools but barely scratching the surface of what they can do for you (bye-bye ROI)

  • You’ve got a list as long as your arm of ideas for your business but getting around to them is less likely than pigs flying past your window

  • You hit big numbers in your business but you’ve maxed out you and your team's capacity so growing anymore feels out of reach

But enough with the dwelling, let’s talk about how I can help ⬇️

Alexa: Play ‘Smooth Operator’

SUMMIT SUITE

In 8-12 weeks we take your out-of-control operations and non-existent client experience and build a ship-shape, reputation-building journey for your signature service

what you get for your signature offer

  • The sessions themselves are worth their weight in gold. We’ll do something you’ve probably never done before and zoom out.

    Together we’ll walk through the sequence of steps that need to be taken for you to complete a project from initial enquiry to testimonial. Then I’ll share my expertise on how we can take this process from meh to mind-blowingly good. We’ll plot the places that don’t need manual intervention (oh hi free time!), the places that need some more personalisation and the places that could be tighter and cleaner. Your shoulders will drop about 6” once we’ve finished.

  • This is where it starts to get exciting. We’ll create your enquiry, onboarding and offboarding process into Dubsado from our defined and refined plan that we made in the Design & Strategy meeting. The team and I will create call schedulers, contracts, proposals, enquiry forms, questionnaires, standard response emails, payment plans AND workflows to tie everything together. Your days are suddenly free from the time and headache of doing all of these things manually (and remembering to do them in your head will be a thing of the past too ⬇️).

  • We’ll build every 👏🏼 single 👏🏼 task you need to complete to ensure your service’s delivery is A* for every client inside ClickUp. Your head is about to have so much space as everything you’ve been trying to remember is down on paper. Or better yet, it’s in ClickUp, a project management tool designed to keep your projects on time, your communications slick, and your operations organised. We’ll be sure to include any team members into this newly formed template so you can track their process and they can stay on top of their tasks too.

  • This part isn’t as scary as it seems, I promise. We’ll hand over your new systems slowly and steadily so you can get to grips with them. I’ll be sure to take you on a guided tour through your new set-up and I’ll be mindful not to overload you with information at this stage. You’ll get access to the trainings so you can refer back to them at any time (and we recommend you do!).

  • Don’t worry, we won’t hand over everything and then say sayonara, we’ll be with you for the next 4-weeks to ensure your tech transition goes as smoothly as it possibly can. Each week we’ll give you ideas on what to work on to ensure you’re confident using your new tech tools. You’ll be able to submit queries and questions to our support system and the team and I will walk you through anything you’re unsure of.

Come & Meet Your New Business System

The unsung heroes of thousands of successful businesses 

(seriously, these guys do the work of 2 humans)

 

Dubsado – Client Relationship Management

 

Dubsado takes client onboarding and offboarding, invoicing and information collecting completely off your hands. Manually edited contracts, proposals and emails are yesterday’s news. It’s a game-changer (when it’s set up and used properly 😉).


Things you might like:

  • Proposal features and design that have your client slapping their card down on the table 

  • Admin taken off your plate with questionnaires, contracts and check-in emails ALL done automatically for you or with ONE click

  • Client calls are a doddle with a helpful call scheduler and reminder emails all done by Dubsado

  • A client portal that stores your client’s contracts, invoices, appointments and email correspondence all in one, lovely, on-brand place

  • Automatic instalment emails and overdue payment emails makes it easy to get paid on time to keep the cashflow looking sweet

ClickUp - Project Management Tool

 

ClickUp is the MVP of tech tools and is trusted by over 2M organisations that rely on it for task management, team management, service and project management. It’s a multi-purpose platform that’s the pioneer of productivity. I use it myself and recommend it to anyone I know who needs a plan of action.

Things you might like:

  • Clear and coherent processes downloaded directly from your brain (hello headspace!!)

  • Automations that simplify your internal processes to cut your time in half and make communicating with team members and managing projects and clients easy-peasy lemon-squeezy

  • ‘One tool to rule them all’, ClickUp’s never-ending features mean you can save $$$ on all the half-used tools you’re paying for 

 

“I LOVE CLICK UP!”

 

“It has helped with general organisation and having that 'eye' over all the things we have going on. It has definitely improved efficiency and whilst we are still figuring it all out, I can see that it has saved us time and plenty of email traffic!”

LIZ SOURBUTTS - ANNIES TRAINING COMPANY

 

Trigger warning: You might feel seen

The types of people who want need my help…

 

  • Business owners who hold a lot of information in their heads but also get anxious about forgetting the details

  • Big-picture thinkers who are naturally entrepreneurial but also have tendencies to grossly overcomplicate their ideas

  • Founders who are on the creative side and identify as visual learners meaning processes and systems don’t gel with their brain 

  • CEOs who have system-shiny-object-syndrome and have a catalogue of tech tools that are half set up and half used

  • Entrepreneurs who are stuck firmly in their ways and are sceptical about how their operations and client experience could be the problem

but it all boils down to this ⬇️

Take Back Your Time

Save yourself 60+ hours trying to DIY your operations and client experience and put that time to good use like spending with loved ones or setting your sights on your next goal.

Your Name Dropped In Circles You’re Not In

Have people recommend you who haven’t even crossed paths with you, they’ve just heard on the grapevine just how damn good you are.

Panic to Peace

Getting a new enquiry isn’t anxiety-inducing, it’s easy and enjoyable because you’ve got the right support in place to ensure your enquiries are taken care of as soon as they land in your inbox.

Do The ‘Thing’

Launch that service you’ve been dreaming about for months, take Fridays off, hire a team member, it’s all doable when your admin isn’t taking up valuable headspace.

Put Yourself Out There

Feel confident to start shouting about your services again. Too many business owners shy away from marketing themselves when their back end is a shambles.

Give Your Team A Break

If your operations are out of control, your team will resent you (sorry, not sorry!). Stop paying them to be perplexed about their role and make their days more productive and purposeful.

  • “It felt like a massive weight lifted already!”

    I was on-site working on a wedding this week and had two enquiries come in, and instead of worrying and panicking that I needed to respond to them, I knew that the system you have created was holding their hand into the next step of their Wizz & Wild journey. It felt like a massive weight lifted already!

    Issy, Wizz & Wild

  • “I finally feel in control again”

    Where do I start?! I finally feel in control again. When an enquiry comes in, I don't panic, wondering when on earth I'm going to find the time to get back to them, book a call in, write a proposal, write a contract, send an invoice etc. Because now I know it's all happening in the background, while I crack on with client work. It's made me feel more confident in marketing myself too, because, now I know that enquiries won't get lost or forgotten about, it actually feels worthwhile to put myself out there! I have a fully functioning system that takes care of literally EVERYTHING for me. It's all branded, beautiful and doesn't make the client feel like they're in an automated system. And I even have enough time to send clients welcome postcards in the post - which I never could've done before Dubsado!

    Liane - The Content Creator

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the poa

(plan of action)

How we set your business up to go from carnage to controlled

“

reflect

Your Time: 2 hours

We’ll start the project with some reflection. You’ll complete a questionnaire so I can learn how to support you best through this service. Then you’ll share your service operations and client experience and how things are working out. You can tell me your challenges, blocks and questions around how to streamline and simplify workflow. I’ll take all of this onboard for Step 2.”
— WEEK 1
“

Design

Your Time: 90 Minutes

We’ll map out your slick service operations and dream client experience on a 90-minute call – together! You’ll receive ideas for improvement, suggestions for automations and strategies to take your project process up 10 notches.”
— WEEK 1
“

enhance

Your Time: 2-4 hours

We’ll spend the next couple of days clearly plotting out your service operations and client experience to set us up smoothly to translate it to the relevant tech tools and give you a visual representation of your new process. ”
— WEEK 1
“

refine

Your Time: 2-3 hours

We’ll have a 1-hour call to finalise the process. During the call, we’ll discuss all the necessary details, including the forms, contracts, emails, and schedulers that need to be created. After the call, you’ll have one week to provide us with all the required assets, such as questions for the questionnaire, approval of email templates, and finalised contract wording. ”
— week 2
“

implement

Your Time: sit back and relax, we’ve got this!

Then we roll up our sleeves and start organising your operations and optimising your client experience via ClickUp and Dubsado. As everything is custom-built, it’s hair up, coffee brewed and headphones on type-of-vibe. Whilst we’re busy making it all happen, you won’t hear much from us unless we have a quick question.”
— weeks 3-4
“

support

Your Time: it’s down to you!

I’ll take you through your new setup slowly and steadily so you can download all of the new information at your own pace. After your handover, you’ll receive a next steps guide on how to use and integrate your new systems into your day-to-day and you’ll have access to the team for 4-weeks in case you get stuck or have any questions. We recommend you put 1-2 hours per week in the diary to explore the platforms.”
— weeks 5-8

 

It’s time to feel in control, clear and confident about the way your business runs so you can give your clients bragging rights about the service you delivered

 

Pay-in-full investment from:

£3000 for your signature service

3 & 4 month payment plans are available on request.

Harriet here 👋🏼

I’m the one always over-analysing service interactions

Before building my own business, I was an Event Manager at a luxury country estate. My job was to ensure that our clients left our events telling their friends and their friends telling their friends about the undeniably good experience they had at our venue.

But it wasn’t the expensive champagne or the lavish decor that people talked about.

It was the little things like matching the flowers to a business’s brand colours, finding out the guest’s favourite food and ordering it as a surprise, or getting our racing driver to drift with the birthday guest on track days.

But you can’t pull off  £20k+, talk-of-the-town events like these without organising your operations and optimising your client experience.

Today I work with businesses to simplify their working days and make their services the words on everybody's lips.

what's it like working with me?

ask them 👇🏻

  • Millie - Stone & Stem Floral Design

    Harriet was incredibly approachable from the start, and also very patient. She took time to understand my current process, and worked with me to implement into Dubsado a new process that would work perfectly for what I needed it to do. I loved seeing everything once the project was completed, with Harriet talking me through step by step over Zoom.

  • Hannah - Blossom & Ash

    From the moment I enquired with you your communication has been brilliant. You were quick to respond and I felt like I knew what was going on at all times. You have made everything so clear and easy to understand. I LOVED the checklist you created for our handover, super helpful for me to keep track of what I had done and what needed doing still.

Item 1 of 3

Meet my Top Trump Card, Laura

My right-hand woman and behind-the-scenes systems builder.

Accolades: Dubsado Certified 💫

Favourite System: Google Calendar 📆

Pet Peeve: We’ve all been there, but having everything stored in your head. It makes the process of working with anyone really difficult. 🧠

Listens to: Billie Eilish on repeat or Raye 🎶

Reading: Anything thriller or smutty romance 🌹

It's giving 🌟IKEAS FLATPACK FURNITURE INSTRUCTIONS🌟

〰️

It's giving 🌟IKEAS FLATPACK FURNITURE INSTRUCTIONS🌟 〰️

If you’re like most of my clients, you won’t go near your operations with a barge pole. You’ll find the whole thing so overwhelming that you’ll ignore it until you can’t anymore. You’ll convince yourself that the reason referrals aren’t coming in is because you need to post more on Instagram, create the next best-selling digital product, or "niche" down.

Just like the flatpack furniture build saga, you look at it, get overwhelmed, go at it alone, and then sheepishly go back to the instructions. 

It’s totally okay if your processes are in a pickle, you’re in safe, judgement-free hands here.

sceptical? Don’t Be 👇🏻

  • Companies with well-executed operations have 20% higher profit margins than their competitors

    Source: Harvard Business Review

Item 1 of 7

“I've always been too afraid to try to use a new system”

I tend to be a bit "stuck in my ways" with my business process and I've always been too afraid to try to use a new system because I worried it would be too time-consuming and overwhelming. But with Harriet building everything for me and taking the time to understand my workflow, it all happened with ease!


 – Millie - Stone & Stem Floral Design

NOTHING CHANGES IF NOTHING CHANGES

Don’t get so stuck in your ways that your operations start running you instead of you running them. Don’t believe that because you’re the creative or visionary type you can’t have a business that runs like clockwork and has your clients, clients speaking about your services.


Let’s get you 10+ hours back, a standing ovation-worthy service delivery and a business that’s set up sustainably for sales through powerful processes and recurring referrals

PICK MY BRAINS 🧠

Click Up Q+A

  • ClickUp is suitable for businesses of all sizes, freelancers, project managers, agencies and anyone looking to improve their productivity and organisation. It's widely used across various industries, including photography, marketing, design, coaching and copywriting.

  • I recommend the ‘Business Plan’ which is $12 per member, per year but you can use it for free for what we will create.

  • Yes, ClickUp integrates with numerous third-party applications like Zapier, Slack, Google Drive and many more, allowing you to streamline your workflow.

  • Yes, ClickUp provides various communication tools such as comments within tasks, chat views, and mentions so that your team can easily collaborate and communicate.

  • Whilst we don’t do any other Project Management Tool builds for this service, the template that we create in ClickUp for your service process is the most basic board view feature, we add in due dates, assignees and ‘how-tos’ on how to complete the task. By just having this basic population you can take ClickUp and go wild. There are so many features that you can use and make your own. However, if you are a diehard Trello or Asana fan, we can create this template for you in there too.

  • We get it! ClickUp has many features and automations that can be overwhelming at first but what we're creating for you is very simple and easy to use. The great thing about ClickUp is that you can do so much more with it when you're more confident using it. It can really grow with your business especially if you're growing your team and advancing your automations. Plus we supply you with a recording of how to use your ClickUp that you can refer to anytime.

dubsado Q+A

  • Dubsado is ideal for freelancers, small business owners, agency owners and any service-based business that needs to manage clients, create invoices, send contracts and complete administrative tasks efficiently. Read this blog to find out more.

  • For this service, you’ll need to purchase the Premium Plan which is $400 per year or ($40 per month). You can save up to $80 per year with my affiliate link.  You’re welcome to check out the pricing structure here.

  • Yes, Dubsado offers a free trial that allows you to explore all the features and capabilities of the platform without any time limit. However, the trial is limited to three clients.

  • Yes, Dubsado integrates with several popular tools such as Google Calendar, QuickBooks, Xero, Zoom and  Zapier, and more to help streamline your workflow.

  • Absolutely! Dubsado allows you to customise your client portal, emails, forms, and proposals to reflect your brand’s identity by adding your logo, colours, and other brand elements.

  • At this point in time we don't as standard for this service. Dubsado is the best CRM out there currently with the most bespoke features. If you can take the time to learn the system you'll be way above the rest. I had a client tell me for a year she didn't like Dubsado and then changed her mind and had a build completed, now she doesn't know what she'd do without it!

  • We get it! We know how overwhelming Dubsado can be, especially if you’ve tried to DIY the build (it can be terrifying!). We’ve never had a client disappointed with their new Dubsado set-up as we are really conscious of how we hand over everything. We’re on tap for support for 4 weeks post-build and you could also invest in my Systems Sister retainer if you need even more support. If you’re still unsure, please email me

    harriet@harrietevans-obm.com

    and we can talk it out together.

SUMMIT SUITE Q+A

  • Yes! I have a 3-part payment plan whereby you pay a £400 deposit to secure your space, £1300 on the project start date and £1300 before the handover. If you feel like you need an extended payment plan, please email me here

  • I totally understand how freeing up time can feel like a catch-22. For this project, you’ll need to commit a total of 12 hours for you to get the best out of me and your systems. We can chat about how to make this work for you if your days are already chock-a-block.

  • I’m so glad you asked!

    Tech Tool: A tech tool is a specific application, software, or platform designed to perform a particular function or set of functions. Dubsado and ClickUp would be considered tech tools.

    System: Also a synonym for ‘tech tool’ but also describes a collection of interrelated tech tools, procedures, and resources working together to perform a comprehensive function. This would be adopting both ClickUp and Dubsado for your business. 

    Process: A process is a series of steps or activities performed in a sequence to achieve a specific objective for example, your onboarding. 

    Operations:

    Business operations encompass the day-to-day activities required for running a company, including all systems, processes, and tools used.