Get the chaos out of your head and into simple systems
In 1–2 weeks, we turn your “everything’s in my head” business into a clean, simple operational base – clear workflows, organised files, and tools that actually match how you work.
Less second-guessing, fewer dropped balls, and a business that can run without you having to hold every detail in your head.
What You Walk Away With
Business Foundations gives you a stable, simple base you can actually run the business from.
- A clean, organised operational base you can actually run the business from
- 2–3 simple workflows everyone follows the same way
- Core tools set up properly and aligned to how you work now
- Clear file structure and naming rules so nothing lives on random desktops
- Starter documentation your team can use on a busy Monday
- Less rework, fewer dropped balls, and far less “it’s all in my head”
At a glance
- a clean, organised operational base
- 2–3 simple workflows everyone can follow
- core tools set up properly and aligned to how you work now
- clear file structure, naming rules, and starter documentation
- fewer mistakes, less wasted time, less “it’s all in my head”
- a business ready for deeper work if and when you need it
How We Get You There
A focused, done-with-you process that keeps things practical and light – not an endless rebuild.
We start by calming the day-to-day. We map and standardise your 2–3 most important workflows, such as:
- enquiry → quote → delivery
- simple scheduling or booking
- basic admin or back-office process (e.g. invoicing, job set-up)
Together we agree the steps, handovers, and “this is how we do it here” for each workflow, so everyone follows the same path instead of doing their own thing.
Scope guardrail: limited to 2–3 workflows, each at a practical level (major exceptions and edge cases can be noted, not fully designed). If extra workflows emerge, we park them for later or treat them as a separate piece of work.
Next, we give every file a permanent home. We design a simple, scalable file structure and naming system that matches how your business actually works today and where you’re heading next.
No more hunting for files, version confusion, or “it’s on someone’s desktop”. Everything has a clear home and a consistent name.
Scope guardrail: we design a structure for your main shared drive/workspace (e.g. Google Drive, OneDrive) plus key folders tied to the workflows in scope. Deep clean-up or migration of large legacy archives is treated as separate work.
Then we strip back the tool stack. We confirm or recommend a lean set of tools for your stage, and help you set up or tidy them at an everyday, practical level. Typically this includes:
- one CRM or job management tool
- scheduling or calendar/bookings
- core communication channels
The aim is to make your current stage workable, not to build an enterprise stack you don’t need yet.
Scope guardrail: limited to one primary CRM/job tool + scheduling + comms. We configure basic fields, boards, views, and templates to match the workflows in scope. No complex automations, integrations, or system migrations in this service – heavier systems work is handled as a separate project.
We write down just enough to keep things consistent. You get a practical starter pack of documentation, built in your environment, which may include:
- 3–5 short SOPs for the workflows we’ve set up
- simple workflow guides (text-first, with basic visuals if helpful)
- your naming conventions and file rules
- onboarding basics for new staff (how we work, where things live)
- a one-page “How We Operate” overview
It’s designed to be used during the week, not filed away and ignored.
Scope guardrail: documentation is focused on the 2–3 workflows and structures covered in this service. We don’t attempt to document the entire business here – broader documentation can be added later as a separate piece of work.
We don’t just drop a folder on you. We walk you (and your team, if you have one) through your new foundations so you know exactly how to use them – workflows, tools, files, and “house rules”.
Scope guardrail: implementation support is provided within the 1–2 week engagement window, with up to 2 walk-through sessions. Ongoing support, changes, or further build-out can be handled through a separate project or an Ongoing Operational Support plan (for existing clients).
Who This Is For
Business Foundations is built for owners and small teams who want to get the basics right – once.
- Owners who feel like everything is in their head
- New businesses that want to set things up properly from day one
- Established businesses with messy or non-existent foundations
- Growing teams that need consistency before they hire more
- Anyone who wants the business to feel calmer and more predictable before they scale
If you already have the basics in place but aren’t sure what’s actually causing the friction, an Operations Health Check may be a better place to start.
After You Book
We keep the process simple and clear.
- You’ll receive a short intake form by email.
- We confirm your scope (2–3 workflows, tools, and file structure) and fixed price.
- Once approved, we begin mapping and building your foundations in your environment.
You’ll always know what we’re working on, what’s changing, and how to use it once we’re done.
Ready to Put Proper Foundations Under Your Business?
If you’re tired of everything living in your head, or you’re starting from zero and want to do it properly, Business Foundations gives you a clean, reliable base to build on – without overcomplicating things.