Onboarding

Whether you need help onboarding new clients or members of staff, I can help implement the systems and give you the support you need.

Set up of client onboarding process

Recruitment preparation

Form creation

Induction and probation support

New starter checklist

Template creation

Branded documentation packs

 

Template Creation

Templates can be bespoke made, or there are many standard templates available through the business support hub

Email templates and automated responses

Forms

Letters

Policy documents

Standard Operating Procedures (SOP’s)

 

Continuity Planning

If a global pandemic has taught us anything, it’s that continuity planning isn’t just for big corporates or the paranoid. Continuity planning doesn’t need to be as complex and extensive as you might imagine. It needs to be your very own how-to guide for coping with the effects of an emergency, with its primary purpose to get you back to “business as usual” as painlessly as possible. I can help you get yours in place.

 

Research

My family know if there is something they need researching, they get me to do it. Wherever it is in your business that your need to delve a little deeper and find out the available options, I can do that for you:-

Client

Competitor

Prospects

Ideal client profiling

Specific project or subject research

 

System Implementation

What systems do you have in place? Do they need reviewing, updating, creation or automation? This is something that I can help work through and get things moving.