The Process
What will a Solopreneur Workshop help with?
Many freelancers and creative solopreneurs spend a large portion of their time on administration and operations. This can mean less time spent on business growth activities, less time with family and friends - and less time doing what they do best in their business!
If you experience:
Difficulty keeping across the financial health of your business
Difficulty keeping track of important documents and information
Challenges in choosing and implementing new tools
Difficulty managing time across clients, projects and tasks
Overwhelm in prioritising new ideas and goals
Then a Workshop series can help you identify an operations strategy, and give you the roadmap to simplifying your processes. We can even help you implement these tools and strategies, walking with you the whole way.
What a workshop looks like. . .
During our sessions, we'll identify your short and long term goals, evaluate your current tools and processes, and identify your optimum tech stack and processes. Then, together we'll create a realistic strategy for implementation. If you wish, we can also complete the implementation process - leaving you with a fully functional, optimised system tailored to your business' success.
01.
Project Management Tools
We'll explore the systems and tools you currently have in place for Task Management, and identify strategies and tools for keeping everything on track, so you never feel behind.
02.
CRM Tools
Looking at your customer journey, we'll identify the best way to serve your clients and keep a track of both existing clients and incoming leads.
03.
Integrations
Between your core tools, we'll develop automations so that your financials and other systems are in-sync and up-to-date, without manual heavy-lifting.
Ready to start the project? Let's chat
05.
File Storage Tools
We'll ensure you have a robust plan and organized system in place for onboarding new team members, when you're ready to do so.
About
Throughout my career in Operations and Project Management, I've witnessed a common challenge again and again: the struggle with clunky, manual processes and the frustration of choosing tools that simply don't resonate with the team.
When I saw first-hand the impact these issues had on small businesses - not just in sales and clients lost, but in the overwhelm and frustration - I knew there was a gap that businesses drastically needed filling.
In just a few years, the amount of tools has exploded - making it impossible for small teams to keep up with the changing digital landscape.
Now, through through The Poppins Effect, our mission is to banish overwhelm and shame by empowering small business owners through creating and implementing magical systems and tools they love to use.
FAQs
Empowered clients, enchanting results
Nothing inspires us more than our clients experiencing freedom in their operations. Read their stories below.
