A two-van trades business
Deciding whether a shared job board would replace the whiteboard and group text, before paying for one.
All services
Business & workflow consulting
Know exactly where the week leaks time, and what to fix first.
A structured look at how enquiries become quotes, jobs and invoices in your business. We map it together, mark where things stall, and agree a short list of changes worth making.
Individually scoped · written quote before work
Process map · enquiry to invoiceIllustrative example
Sales
- Enquiry
- Call back
- Quote
Admin
- Re-type details
- Invoice
- File
Priority 1
Quotes wait on a second look. Agree who signs off, and use one shared quote template before buying any new tool.
The problem
Familiar signs the process needs a map.
- 01Enquiries arrive by phone, text, email and form, and nobody is sure which list is current.
- 02Quotes wait days because they sit with one person who is also on site.
- 03The same customer details are typed into three places before an invoice goes out.
- 04You have paid for software that only half the team uses.
Deliverables
What you leave with.
- A current-state map
- One readable diagram of how sales and admin work moves today, including the informal workarounds.
- Ranked priorities
- The bottlenecks worth fixing, ordered by effort and likely benefit, with the reasoning written down.
- Tool recommendations
- Whether a tool you already pay for can do the job, or what kind of product to shortlist, and why.
- A written action plan
- Specific next steps, who owns each, and what to leave alone for now.
Use cases
Where this tends to be useful.
Illustrative scenarios, not client case studies.
A small professional office
Untangling how new client paperwork is requested, chased and filed, so it stops depending on one inbox.
A growing retail or food business
Agreeing who handles supplier orders and refunds, and writing it down so cover staff can follow it.
Engagement
How it runs.
Robert Reynolds is your primary contact throughout.
- 01
Introductory call
A short conversation about where it hurts. If consulting is not the right help, you will hear that.
- 02
Written scope and quote
Areas to review, sessions, deliverables and price agreed in writing before work begins.
- 03
Mapping sessions
Working sessions with you and, where useful, the people who do the work day to day.
- 04
Plan review
We walk through the priorities and action plan together, and adjust anything that does not fit reality.
Fit and boundaries
Clear about what this is, and what it is not.
A good fit for
- Owners and small teams who know something is slow but not exactly what
- Businesses about to buy software and wanting to choose deliberately
- Processes that live mostly in people's heads
Not included
- Implementation, configuration or data migration. These are quoted separately if wanted
- Accounting, legal, HR or tax advice
- Promises of specific savings or revenue
Pricing. Each engagement is individually scoped and quoted in writing. Implementing the plan, by us or anyone else, is a separate decision and a separate quote. Website plans are separate and unchanged.
Questions
Before you get in touch.
How much does it cost?
There is no fixed package price. After an introductory call you receive a written quote based on the areas to review and the number of sessions.
Will you also set up the tools you recommend?
Not as part of this service. The action plan is yours to use however you like. Implementation help can be quoted separately, or handled by your own team or another provider.
Do I need new software?
Not necessarily. Recommendations are based on fit. If a tool you already have will do the job, that is the recommendation.
How much of our time does it take?
It depends on scope, and is agreed in the written quote. Most of the effort is a few focused sessions rather than ongoing meetings.
Related services
Often the next conversation.
- AI Tools & AutomationCheck whether an existing AI product or a selected form, CRM or email handoff fits, with human review and testing built in.
- SEO & Local VisibilityA scoped on-page and local-presence project, measured against a baseline you agree to up front.
- Physical Security ConsultingPractical advisory conversations to sort physical security priorities, simple procedures and sensible next steps.
- Custom Business SoftwareFocused tools for estimates, portals, intake and internal CRMs, with project source code handed over after final payment.
Bring the process that frustrates you most.
Robert will ask a few questions first and tell you plainly whether a workflow review is worth doing.