- STRATEGY & PLANNING

Two things bring people here

The first is a brilliant idea they can't quite get out of their head and into reality - a course, a programme, a new offer that needs a proper plan before they start building.

The second is an existing offer that works, but the process around it is messy, manual and mostly living in their head.

If either of those sounds like you, it's best to start with strategy.

TWO LEVELS TO CHOOSE FROM

Find the right starting point

Both sessions give you a clear strategy and plan of action - the difference is whether you're planning for a single offer or your whole business.

£350

Funnel Strategy Session

You've got a single offer or service in mind and you want to get clear on the tech to support it, before you start building.

This session is designed to map the sales funnel for a single offer or service - so you leave with a complete picture of how someone finds you, moves through your process, and becomes a client or customer.

90-minute Zoom session focused on your single sales funnel
Full written funnel strategy report delivered within 2 working days
A clear implementation plan so you know exactly what to build

From £750

Business Systems Roadmap

You've got multiple offers, a growing business or you want to look at the whole picture, rather than just a part of it.

If mapping a single funnel doesn't feel like enough and you need someone to look at your whole business - how your offers fit together, where the gaps are, and what needs to be built, fixed or connected - this comprehensive systems roadmap is the solution.

A wider view of your whole business - your services, your systems, your goals.
Full audit of your current platforms and processes
A comprehensive Roadmap covering recommended infrastructure, automations, customer journeys and priorities
Available online or in person across the UK (in-person sessions incur travel costs)

Investment confirmed following your enquiry - based on the scope and time required.

Good Systems Start With Strategy

Your processes are probably better than you think, but it's worth getting out of your head and into a well thought out plan before you waste time building something that isn't quite right.

THE PROBLEM

It's all in your head!

Everything that needs to happen is happening (you think), but it's held together by habit and memory rather than systems that run without you. A strategy session gets it out of your head and onto paper.

WHAT CHANGES

Stop second-guessing and have confidence in what you're building.

You end up with a clear picture of what needs to be built, in what order, and why.

That matters, because jumping straight into a build without a plan doesn't just waste time, it often creates a chaos that is really hard to unpick later.

Individual tools, individual workflows, each one built to solve a specific problem but never quite designed to work together. Over time they start to conflict. Things break. You lose confidence in what you've built, and before long, you find yourself doing it manually again because at least that way you know it's been done.

STRATEGY IS THE SECRET

Doing it right the first time is always faster than doing it twice.

Your systems don't need to feel stressful. Take the time to step back, make a plan and then build with intention, and they won't.

What Our Clients Say

Laura spent time with me going through our client journey and the processes we have (or don’t have) in place.

I was able to download all my thoughts and send her details of the various things that I had come up with so far, which were all disjointed.

In return, she sent a fantastically detailed report along with 4 process maps and suggestions of systems we could implement to achieve what we want to do.

Sally Bendtson - Limelight HR

I underwent the process mapping session with Laura recently. I found it extremely helpful in gaining clarification about what was working and what needed changing to improve the efficiency of my business.

Laura went the extra mile finding resources, software recommendations specific to my industry, and putting me in contact with other trusted professionals where needed. It was also reassuring about some of the systems I already had in place that I did not need to waste time reinventing!

It’s hard sometimes to see the wood for the trees as a one-man-band, so Laura’s expertise is invaluable. Highly recommend.

Anna Winstanley - Physiotherapist

I found it to be an incredibly beneficial experience. The session enabled me to translate my thoughts and processes onto paper, effectively freeing up mental bandwidth. This clarity allowed Laura and me to collaboratively identify and prioritise the areas that required the most attention.

Experiences like this are essential for gaining perspective, stepping back from the day-to-day operations, and refocusing on what you do best.

Tomm Melody - Melody Homes

To deliver a first class service for our clients our processes need to be sleek and we called on Back Pocket Office to help with process improvements.

They were very easy to work with and the end result was improvements to our processes and well documented manuals to go with it. We highly recommend them.