How a successful solo consultant working across international and government projects consolidated her tech stack, automated her marketing and removed hours of manual admin from her week.
The business was doing well. Really well.
She was delivering work for many of Australia's largest organisations, working internationally, delivering government projects and launching new products in a highly specialised area of consulting.
But over time, her systems and processes had been built as she needed them. Mailchimp for marketing and basic CRM. Files in two places, OneDrive and Google Drive. Different tools doing specific things, without making the most of the tools she already had.
Her 800+ contacts weren't being actively nurtured. Website forms were collecting different information. Contacts from events were sometimes imported manually. Emails were being sent manually. Her calendar wasn't set up properly.
And because she was so close to the business, it was hard to see where the extra work was coming from. Because she was so busy, it was easier to keep going the way she was, even though it was creating more work in the long run.
She knew the systems needed attention. She just didn't have the time to stop delivering client work and fix them.
The Threefold Method. We deep dive into the business, create the plan, then sort it out.
We started with how she actually works.
We looked at her technology, workflows, forms, marketing, CRM and project management together, rather than treating each problem separately. We also considered the cybersecurity and compliance requirements that come with working with larger organisations and government clients.
The deep dive uncovered that she needed the right combination of software, set up properly around the way she already worked, instead of introducing even more tools.
We mapped the technology options against what the business actually needed. The recommendations considered:
Once the technology stack was chosen, we set everything up. We built the CRM, connected the website forms, cleaned up the data structure and created the marketing automation.
We consolidated eight website forms into five, with consistent fields, so information now enters the system cleanly. We built the email funnels and automated the follow-up that previously relied on her doing it manually.
Then we connected her website, forms, CRM, calendar and marketing platform, so information flows from the website through to the email platform on its own.
across the website, with consistent fields and cleaner data.
now sitting inside a system designed to nurture them.
so interested prospects receive information without her manually sending it.
across her website, CRM, marketing and calendar.
her existing project management system stayed, because it already worked.
event contacts, enquiries and lead follow-up no longer need the same manual handling.
her systems can now nurture opportunities while she focuses on delivering the work only she can do.
A 20-minute call is enough to tell whether we can sort it out for you.
