Business services and packages

Agree scope, deliverables, capacity and fees before work begins. These services are separate from ready-download products.

33 scoped services

Enquiry only

Idea Clarity Brief

First-time founders with one idea

The customer, problem and assumptions are unclear. Receive one-page idea brief, five assumptions to validate, three next actions for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Business Model Working Session

Owners comparing one operating model

Activities and revenue assumptions do not connect. Receive 60-minute remote session, working model canvas, assumption/risk list for the agreed scope.

Written scope and quote

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Enquiry only

First-month Action Plan

Founders ready to organise a launch

Actions lack owners and dependencies. Receive four-week task plan, owner/dependency matrix, review checklist for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Setup Document Inventory

New local service businesses

Required business information is scattered. Receive non-sensitive document index, missing-input register, handover checklist for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Setup Coordination Plan

Owners managing several setup tasks

People and dependency dates are unclear. Receive setup task board, responsibility map, vendor/professional handoff list for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Professional Setup Handoff

Businesses engaging an independent authorised professional

The professional receives incomplete business context. Receive approved brief, question list, document-transfer checklist for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Operational Document Adaptation

Teams with one recurring internal document

A generic document does not fit the work. Receive one adapted operational document up to five pages, field instructions, one revision for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Proposal Structure Review

Service businesses with a proposal draft

Scope and completion checks conflict. Receive annotated structural review up to eight pages, scope/exclusion checklist, revised outline for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Team Document Set

Small teams standardising recurring work

Several templates use incompatible fields. Receive three internal templates up to five pages each, common field dictionary, handover guide for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Website Content Outline

Local businesses planning a basic website

Business facts are difficult to organise. Receive one-page-site content outline, section copy up to 800 words, asset/rights checklist for the agreed scope.

Written scope and quote

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Enquiry only

Static Website Customisation

Businesses with approved content and hosting arranged separately

A starter page still needs business-specific content. Receive one responsive html/css page, editable source, prepublication checklist, one revision for the agreed scope.

Written scope and quote

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Enquiry only

Website Content Review

Owners with an existing information website

Navigation and core facts are unclear. Receive review of up to five pages, prioritised copy/navigation fixes, contact/trust checklist for the agreed scope.

Written scope and quote

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Enquiry only

Delivery Workflow Map

Small service teams

Work steps lack explicit ownership. Receive one intake-to-handover map up to eight steps, owner/check matrix, exception log for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Onboarding Workflow Setup

Teams welcoming repeat customer work

Inputs and first contact are inconsistent. Receive one onboarding checklist, first-week contact plan, handover template for the agreed scope.

Written scope and quote

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Enquiry only

Weekly Operations Review Setup

Owner-operated businesses

Open actions are lost between weeks. Receive 30-minute setup session, weekly review agenda, action register for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Manual Sales Register Setup

Teams using lawful enquiry references

Follow-up dates are scattered. Receive one manual sales workbook, five agreed stages, column guide, one walkthrough for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Marketing Activity Plan

Small businesses publishing factual information

Marketing tasks have no owner or rights checks. Receive four-week activity calendar up to eight items, owner/rights checklist, results-note template for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Customer Response Outline

Service teams answering ordinary enquiries

Responses omit factual next steps. Receive five factual response outlines, escalation guide, consent/permission reminders for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Compliance Document Index

Businesses already working with authorised advisers

Supporting documents cannot be located. Receive index up to 25 document references, missing-item log, owner matrix for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Adviser-supplied Deadline Register

Owners with professionally confirmed dates

Known deadlines lack an owner. Receive manual date/owner register, weekly review prompts, source-reference column for the agreed scope.

Written scope and quote

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Enquiry only

Compliance Professional Handoff

Businesses referring a question to their own adviser

Questions and documents lack context. Receive issue brief, client-approved document list, questions for the adviser for the agreed scope.

Written scope and quote

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Enquiry only

Bookkeeping Source Organisation

Small businesses with an appointed accountant

Source documents are difficult to hand over. Receive folder/index structure up to 25 references, completeness checklist, accountant handover note for the agreed scope.

Written scope and quote

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Enquiry only

Receivable Action Register Setup

Businesses tracking their own approved invoices

Follow-up actions are not organised. Receive manual invoice-reference/action register, due-date review guide, evidence/source column for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Accountant Handoff Pack

Businesses engaging their own qualified accountant

Open questions lack a clear documentary trail. Receive finance question brief, document index, open-query register for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Automation Opportunity Review

Teams with one repetitive internal workflow

Automation effort and risks are unclear. Receive one workflow map, data/access risk inventory, options and acceptance checklist for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Bounded No-code Prototype

Teams with an approved existing tool account

A simple internal workflow needs a safe prototype. Receive one workflow up to five steps in a sandbox, runbook, acceptance evidence, one revision for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Integration Scope Brief

Businesses considering multiple existing systems

Interfaces and execution boundaries are unknown. Receive system/interface inventory, permission/data map, staged implementation brief for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Business Information Room Organisation

Businesses preparing factual information for an adviser or lender

Information and provenance are scattered. Receive folder/index plan, up to 25 document-reference entries, missing-evidence log for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Growth Action Workshop

Owners assessing operational growth tasks

Capacity and next actions are unclear. Receive 60-minute session, capacity/constraint worksheet, four-week action plan for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Funding Document Handoff

Businesses engaging their own authorised lender/adviser

Requested document preparation is disorganised. Receive lender/adviser request index, client-fact summary, open-query list for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Toolkit Guided Walkthrough

Owners or up to five team members using a supplied toolkit

Files are available but use is unclear. Receive 45-minute remote walkthrough of one admitted toolkit, usage notes, questions/action list for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Operations Workshop

Small teams agreeing one handover process

People use inconsistent steps. Receive 90-minute remote workshop for up to eight people, one agreed workflow, action/checklist notes for the agreed scope.

Written scope and quote

See scope / Enquire
Enquiry only

Staff Tool Onboarding

Teams adopting approved internal templates/tools

Staff need a common usage routine. Receive two 60-minute sessions, one tool usage guide, attendance and open-question notes for the agreed scope.

Written scope and quote

See scope / Enquire

8 modular service packages

Enquiry only

Business Starter

First-time owners organising a defined launch

One agreed idea brief; First-month action plan; Non-sensitive setup-document index

Written scope and quote

See scope / Enquire
Enquiry only

Digital Starter

Small businesses needing one factual static website

One-page approved content; Responsive static HTML/CSS source; Editing and prepublication checklist

Written scope and quote

See scope / Enquire
Enquiry only

Operations Starter

Teams organising intake, handover and weekly review

One onboarding workflow; One delivery map; Owner/exception register; Handover notes

Written scope and quote

See scope / Enquire
Enquiry only

Consultant Starter

Independent consultants standardising proposals and delivery

One approved proposal outline; One internal action document; Weekly review routine

Written scope and quote

See scope / Enquire
Enquiry only

Sales System Starter

Small service teams needing a manual follow-up process

Manual stage/action workbook; Four-week activity calendar; Three scoped factual response outlines

Written scope and quote

See scope / Enquire
Enquiry only

Automation Starter

Businesses considering one bounded no-code prototype

One opportunity/risk review; One bounded sandbox prototype; Runbook and acceptance evidence

Written scope and quote

See scope / Enquire
Enquiry only

MSME Organisation Pack

Microbusiness owners organising routine work

Activity/owner map; One delivery workflow; Four-week review and handover plan

Written scope and quote

See scope / Enquire
Enquiry only

Business-in-a-Box

Owners needing a modular organisation plan across several work areas

Selected planning module; Selected onboarding/operations module; Optional digital content module; Combined responsibility and handover map

Written scope and quote

See scope / Enquire