Helping you create a business that runs like clockwork
Regain control, reclaim your time, and grow your business with confidence by streamlining your systems and processes operations.
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Capsule CRM set up and streamlined systems for consultancies ready to grow (without dropping the ball!).
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What would you do with an extra 20 hours a month?
Align your operations to your growth goals
Streamline lead tracking, project delivery and
team collaboration
Turn your consultancy
into a well-oiled machine
Does this sound like you?
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You run a small B2B consultancy delivering complex projects into corporate clients.
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Your team includes a mix of employees and trusted associates.
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You’re well-established and growing steadily.
Things are going well!
But, there's a problem...
You’re dangerously close to full capacity. You’re winning business, but worried about dropping the ball. Your systems are messy (if they exist at all), and too much still lives in your head. If one more project lands, you’re not sure if your team can handle it without something slipping.
Are you:
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Juggling too many tools and spreadsheets?
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Relying on memory or inboxes to manage follow-ups?
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Making silly mistakes because you’re so busy?
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Worried your business isn’t growing as fast, or as smoothly, as you like?
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Afraid that quality of delivery will dip as you scale?
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Worried that if you take on one more client, you could damage your business reputation and you’ll lose clients?
It doesn't need to be like this!
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The good news!
With the right systems and structure in place, your business can grow without chaos. You don’t need to hire a full-time ops manager (yet) – you just need a setup that works.
You can have a thriving consultancy business without compromising on excellence
Here's what that could look like:
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Having the capacity and confidence to take on more clients
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Robust and streamlined systems & processes that enable you to deliver awesome value
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Enjoying a renewed sense of purpose, energy and resilience
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Taking back control with more time to do the things you do best
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Being the calm and confident leader of a thriving consultancy
I can help you deliver great service to your clients and grow your business
Here's how it works:
1. Map
We clarify your business goals, map your current processes, and identify what your requirements and data are that need to be built into Capsule.
2. Build
I’ll get to work setting up Capsule CRM to reflect your workflow and business needs. No tech headaches for you, leaving you free to focus on delivering a quality service to many more clients..
3. Roll-out
I train your team, embed new habits, and ensure everything works seamlessly. I’ll be on hand for a few weeks to iron out any wrinkles.
“Karen has brought order, process, discipline and challenge to Salentis UK. She manages all operational aspects of client projects (from onboarding associates, tracking the projects to invoicing) leaving me free to concentrate on delivery and business development. She is a trusted member of the team and that has allowed me to get back my life knowing that everything is ticking along without me when I'm away.
Salentis UK now has the capacity to deal with more business and generate greater turnover"
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CEO - Salentis International