Tips and insights for service businesses

For most solopreneurs, a spreadsheet is the first tool for managing clients. It’s simple and it works—until it doesn't. As your business grows, that organised list can quickly become a chaotic, time-consuming burden that causes you to miss follow-ups and lose track of valuable data. If you’re spending more time managing your spreadsheet than your clients, it's a clear sign your business is ready for a real system....

Being a solopreneur often means being trapped in a "feast or famine" cycle. You hustle for new clients, then get buried in client work, only to find your pipeline is empty again. This constant juggle between sales and service is exhausting and leads to burnout. But what if the answer isn't to "hustle harder"? This post explores how building the right systems can help you break free, manage both sides of your business with ease, and build a sustainable career without the stress....

In this guest post from MoneyMending.com, Stephen reframes the way solopreneurs should think about a CRM. It’s not just an organizational tool—it's your secret weapon for plugging income leaks, forecasting your cash flow, and strategically maximizing your earnings. Discover how a simple system can transform your business from a source of financial anxiety into a predictable, powerful income engine....

Freelance writers in the UK often manage multiple clients, content projects, and deadlines. Between tracking briefs, edits, and invoices, it’s easy for tasks to become disorganised. A CRM (Customer Relationship Management system) can help writers streamline client management, project tracking, and payments....

Freelance designers in the UK often manage multiple clients, projects, and deadlines simultaneously. Between keeping track of briefs, revisions, and invoices, it can quickly become overwhelming. A CRM (Customer Relationship Management system) can help designers streamline client management, project tracking, and payments....

Freelance marketers in the UK often manage multiple clients, campaigns, and deadlines. Keeping track of campaign details, client communications, and payments can quickly become overwhelming. A CRM (Customer Relationship Management system) can help marketers organise clients, track campaigns, and streamline finances....

Freelance coaches in the UK, whether life or career coaches, often manage multiple clients, sessions, and follow-ups. Keeping track of client progress, appointments, and payments can quickly become overwhelming. A CRM (Customer Relationship Management system) can help coaches organise clients, schedule sessions, and streamline finances....

Freelance nutritionists in the UK often manage multiple clients, consultations, and meal plans. Keeping track of client information, appointments, and payments can quickly become overwhelming. A CRM (Customer Relationship Management system) can help nutritionists organise client data, schedule consultations, and manage finances efficiently....

Freelance therapists in the UK often manage multiple clients, appointments, and sessions. Keeping track of client notes, schedules, and payments can quickly become overwhelming. A CRM (Customer Relationship Management system) can help therapists organise client information, manage appointments, and streamline invoicing....

Freelance personal trainers in the UK often manage multiple clients, training sessions, and schedules. Keeping track of client progress, bookings, and payments can become overwhelming. A CRM (Customer Relationship Management system) can help personal trainers organise clients, schedule sessions, and handle finances efficiently....

Freelance event planners in the UK often juggle multiple clients, venues, vendors, and deadlines. Keeping track of bookings, client preferences, and payments can quickly become overwhelming. A CRM (Customer Relationship Management system) can help event planners manage clients, schedule events, and handle finances efficiently....

Freelance tutors in the UK often juggle multiple students, subjects, and session schedules. Keeping track of student progress, communication, and payments can quickly become overwhelming. A CRM (Customer Relationship Management system) can help tutors manage students, schedule sessions, and handle invoices efficiently....