Built to Fit Your Needs

Choose the package that aligns with your business goals and growth stage

Foundations Package

Getting Clarity and Control

System and process audit to identify inefficiencies and bottlenecks

Recommendations for simple process improvements

Introductory automation suggestions

1 x strategy session to prioritise key actions


Outcome:

A clear roadmap to make operations run smoother and reclaim time for growth.

Scale & Sustain Package

Embedding efficiency and growth for the long term

End-to-end operational and automation overhaul

Custom workflow and automation setup (tailored tools and templates)

Advanced client retention and/or loyalty programme plan

Client retention training and guidance for your team

Ongoing performance tracking and optimisation

Monthly strategy and support sessions for continued improvement


Outcome:

A fully optimised, automated, and client-focused business ready to scale confidently.

Growth Package

Streamlining for scalability

Full operational review and process optimisation plan

Suggested implementation plan for key automations (e.g., CRM, reporting, client communication)

Workflow and team structure recommendations

Retention and loyalty strategy session for existing clients

2–3 follow-up sessions for accountability and support


Outcome:

Streamlined systems and smarter automation to support sustainable growth.

Client Growth Accelerator Package

Empowering teams to strengthen relationships, boost loyalty, and drive revenue through existing customers

Customer Retention Audit

Team Training Workshops

Client Journey Mapping

Retention & Growth Playbook

Follow-up Coaching Sessions


Outcome:

Your team will know exactly how to nurture existing clients, turn satisfied customers into loyal advocates, and grow revenue — without relying solely on new customer acquisition.

Ready to Transform Your Business?

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