Every business runs smoother with clear processes in place. Whether you’re a solo entrepreneur or managing a small team, I can help you set up easy-to-follow workflows, checklists, and templates that save time and cut down on stress.
Every business is unique, so if you’re not sure what kind of template you need, let’s chat! I’ll guide you toward the right option and build something that actually works for you. Since every project is different, pricing depends on the type and complexity of the template or protocol you need. Here’s a guide to give you an idea:
Client Onboarding Templates
Welcome email scripts
Intake form (Google Form/Excel/Word)
Onboarding checklist (step-by-step process for new clients)
Task & Workflow Templates
Project tracker in Excel, Trello, or Asana
Weekly to-do list systems (with priority levels)
Workflow flowcharts (e.g., what happens after a new order)
Finance & Admin Protocols
Invoice tracker
Payment follow-up schedule
Monthly bookkeeping checklist
Operations Templates
Standard Operating Procedure (SOP) docs (step-by-step instructions for repetitive tasks)
Staff handover checklist
Daily/weekly shop opening & closing checklist
Customer Service Templates
Response scripts for FAQs
Complaint-handling workflow
CRM update procedure (how and when to log interactions)
Event or Project Management Templates
Renovation step-by-step plan
Wedding or small event planning checklist
Budget + timeline tracking sheet
👉 These can be delivered in different formats depending on what you are comfortable with — Word/PDF docs, Excel spreadsheets, or task manager boards (Trello, Asana, Notion).
✔️ Designed to standardize daily or recurring tasks.
Simple checklist: £40–£60
Detailed checklist (multi-step, up to 5 pages): £80
Examples: client onboarding, event prep, monthly bookkeeping, staff handover.
✔️ Step-by-step instructions for tasks you or your team repeat often.
Basic SOP: £60–£80
Comprehensive SOP (multi-step): £120+
Examples: customer service scripts, social media posting, daily admin tasks.
✔️ Easy-to-use systems to track and organize your work.
Simple Tracker or Planner: £45
Intermediate Template (with formulas): £75
Advanced Template with Light Automation and graphs: from £120
Examples: invoice trackers, budget planners, inventory logs, task tracking.
✔️ Visual flowcharts and structured systems that show who does what, when.
Single process flowchart: £80
Complex workflow (multi-team or multi-step): £160+
Examples: order fulfillment process, lead handling system, project pipeline.