Illustrative example · Fictional consultant
See the level of practical advice your review can include. Your recommendations will be based on your own answers.
01 / Action Plan
Illustrative review for a solo consultant handling eight enquiries and four new clients each month. Main opportunity: follow-ups are held in the inbox and rely on memory. Fix this before adding more tools or subscriptions.
02 / Action Plan
Enquiries arrive by website and email. Details are copied into a spreadsheet only after a reply. Follow-ups are remembered manually. Each new client needs a folder, agreement, welcome message and checklist created separately. The existing email and cloud storage work well.
03 / Action Plan
Record each enquiry once in a shared tracker. Give it an owner, status, next action and date. Use a reusable acknowledgement; check the detailed reply yourself. When the enquiry converts, use one onboarding checklist with a standard folder structure. Start with a simple manual process and test it before adding anything more complex.
04 / Action Plan
1. Enquiry tracker: high impact, low effort. Create columns for source, date, name, status, next action and due date. Review overdue actions daily.\n\n2. Standard onboarding: medium impact, low effort. Prepare a welcome template, reusable checklist and consistent client folders.\n\n3. Routine email templates: medium impact, low effort. Draft replies for the five questions you receive most often.\n\nIllustrative time estimate: saving five minutes across eight enquiries equals 40 minutes/month; 15 minutes across four onboardings equals 60 minutes/month. These are assumptions to measure, not promised savings.
05 / Action Plan
Keep the main service pages current and make recurring website updates easier to manage. Use a simple publishing checklist so page titles, links, images and calls to action are reviewed consistently before anything goes live.
06 / Action Plan
Reduce repeated setup work with reusable checklists, email templates, folder structures and a simple weekly review routine. Only add new software when the existing process is clear and there is a specific problem it will solve.
07 / Action Plan
Keep: existing email and cloud storage. Add first: a tracker in the spreadsheet tool already available. Consider later: one additional business tool only if the manual process proves it is needed and the ongoing cost is justified. Remove only after checking dependencies: unused subscriptions. Leave alone: the accounting system that already works. No new paid software is assumed for the first improvement.
08 / Action Plan
Week 1: create the tracker and reply templates. Week 2: run all new enquiries through it and use the onboarding checklist. Week 3: measure missed follow-ups and time spent. Then decide whether a supported integration is worthwhile.\n\nYou can make these changes yourself, request Digital Admin Support from £395, or discuss broader Business Systems & Content Support from £995. Eligible implementation booked within 30 days of receiving a paid review receives a £100 credit. This fictional example is not a client result.
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