I came back from holiday recently, and by the relief and joy my clients expressed, you’d think I’d been away for months.
You see, my clients have got so used to not having to do everything themselves that they notice even the smallest thing missing when I’m not there.
So here are a few simple ways I help my clients save time. The kind of help that frees up your time and your head.
From Lead to Payment – Nothing Gets Missed
I love a spreadsheet; some of these spreadsheets my clients don’t even need to see, they’re just my little way of easily keeping track of what’s been sent and when.
For one client, I keep a pipeline spreadsheet. Every customer he’s dealing with, whether it’s a lead from Checkatrade, a quote waiting for approval, or an invoice ready to send, it’s all there. I know exactly what we need from that customer and when.
Whether it’s a follow-up, a payment reminder, or just a quick “job done,” he doesn’t have to think about it. He can get on with his work, then come home at night knowing nothing’s been missed.
He just gets out of the van and enjoys his evening.
Your Second Brain for Calls, Messages & Reminders
Sometimes there are so many calls, messages and WhatsApps that it’s hard to keep track of who, what, why and when.
Everything goes through my work phone – messages, screenshots, quick reminders, half-finished thoughts. If it needs saving, chasing, or updating, it gets sent to me. That includes receipts for the accountant, follow-up messages they don’t want to forget, even before and after photos, so they’re not searching through their camera roll later.
I’ll add it to a reminder, update the folder, log it in the spreadsheet, whatever’s needed. I’m basically the second brain for when there’s no time to grab a pen or make sense of something in the moment.
Making Paperwork Less of a Pain
Ever lost an important email or document? That can be a thing of the past.
Most of my clients don’t sit in front of a computer all day — but I do. Anything admin-related that gets shoved down the list? I keep it moving so it doesn’t pile up.
From tidy email folders that actually make sense to shared online folders for all those elusive documents, everything’s in order. I even set reminders for anything needing a response… and keep reminding you until it’s done.
Quick Replies That Keep Customers Happy
You know that feeling when you finally open your emails and there are five more waiting than when you started?
It’s easy to fall behind and when customers don’t hear back quickly, they often go elsewhere.
I take care of replies and updates so customers know they matter. A quick, polite reply keeps your business looking reliable and responsive. There’s nothing worse than being ignored.
Keeping Accountants (and You) Happy
It’s quarter-end, and you’ve no idea what’s come in or gone out, let alone what’s VAT deductible. Or maybe staff CIS payments need sending before you even think about tax returns.
I’m not an accountant, but I do work closely with them. I keep everything organised and up to date so your accountant has exactly what they need, when they need it.
It’s the small things that add up. Less stress. Less mess. More time to get on.
If admin’s taking over your day, it might be time to pass some of it my way.
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