The BusinessGenie 6-Step Framework

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 Let’s uncover what’s really going on.
 

I’ll take a detailed look at how your business runs day to day — your workflows, platforms, responsibilities, and pain points. This includes reviewing tools like your CRM, project boards, email handling, and more.

🔍 Outcome: A clear picture of what’s working, what’s not, and where things are falling through the cracks.

Here’s what’s holding you back — and how to fix it

You’ll get a personalised report highlighting inefficiencies and opportunities. I’ll recommend practical changes that suit your team size, tech tools, and growth plans — not just a generic “best practice” list.

📝 Outcome: A prioritised action plan with clear next steps, software tips, and team-specific suggestions.

Test small before going big

Before making any big changes, I’ll design a simplified version of your process and test it with a small team or on a limited scale. This gives us a safe space to tweak and refine.

🧪 Outcome: A new way of working that’s been tested and shaped with your team’s feedback.

 Lock in the good stuff

Once we’ve got something that works, I’ll turn it into simple, user-friendly documentation: checklists, SOPs, even Loom videos if needed. No more guessing who’s meant to do what, or how.

📚 Outcome: Repeatable, scalable systems your team can actually follow.

Let’s roll it out properly

Now we implement the improved process across your business. I’ll support your team with training, tool setup, and clear guides so the transition feels smooth — not overwhelming.

🎯 Outcome: Confident adoption of your new system and fewer fires to fight.

Because improvement doesn’t stop

A few weeks after launch, we’ll review what’s working well and where we can refine further. You’ll also get recommendations for future improvements and optional ongoing support.

🔁 Outcome: Sustainable systems that grow with your business.

 If you’re ready to stop firefighting and start running your business with confidence, let’s chat.