Skip to main content

How it works

A calm, predictable process.

Every client follows the same five steps, from first hello to ongoing support. No surprises, no jargon, no pressure.

~3 min read
5
clear steps
~2 wks
to get started
1
predictable process
Stepping stones laid across a calm river at dusk.
  1. Discovery call

    We have a free 30-minute video or phone call. You tell me what is on your plate, and I listen.

    What you need to do

    • Pick a time that suits you
    • Share a rough idea of what you need help with
    • Ask me anything

    How long

    Around 30 minutes

  2. Proposal

    I send you a clear written summary by email. It lists the support I recommend, how many hours, and what it will cost.

    What you need to do

    • Read the Proposal
    • Ask questions about anything in the proposal
    • Confirm you would like to go ahead

    How long

    Within 3 working days of our call

  3. Contract

    A contract covering what I will do, confidentiality, and payment terms. You sign it digitally.

    What you need to do

    • Read the contract
    • Sign online with one click

    How long

    Usually under a week

  4. Onboarding

    We set up shared documents, agree communication times, and I get access to the tools you already use. We finish with a short kick-off plan so you know what happens next.

    What you need to do

    • Share logins safely (I will guide you)
    • Tell me your preferred way to communicate

    How long

    1 to 2 weeks, at your pace

  5. Ongoing support

    I work alongside you with regular check-ins and clear, predictable communication. Your support can grow or change as your needs change.

    What you need to do

    • Send tasks the way we agreed
    • Tell me if anything changes

    How long

    For as long as it works for you

The same process for everyone

  • Plain language
  • Agreed response times
  • Written summaries

These five steps are the same for every client and every service — administration, project management or online business management. You will always know what is happening now, what is happening next, and when to expect to hear from me.

I use plain language, agreed response times, and written summaries after calls, so nothing gets lost or feels uncertain.

Ready to start?

Book a free discovery call. No pressure.

Get in touch