Ops consultancy and tech management
At Elle Baldry Consulting, we specialise in enhancing business operations for small businesses, focusing on optimising processes, implementing efficient systems, and integrating tailored software solutions. Our goal is to streamline your operations, allowing you to dedicate more time to what you love.
Our services are designed to seamlessly integrate into your business, functioning as the indispensable team member you’ve always needed. We are committed to supporting your staff, driving your success, and elevating your business. We take your team on a journey to ensure success for all.
Let’s collaborate to create a more efficient, productive, and enjoyable workplace for everyone
Streamlining Your Business Operations
see how we can help
Meet your business bestie
Hi, I'm Elle, wearer of many hats so you don't have to...
My true passion lies in the impact my work has on the world. Improving operations is just the beginning; it's about freeing up your time so you can focus on what you love. If I can make your business run smoothly and give you that precious time back, then I've truly made a difference.
I've designed our services to seamlessly integrate into your business, acting like the team member you never had. Why? Because I genuinely care about your staff, your success, and your business. Let's work together to create a more efficient, productive, and enjoyable workplace for everyone
Our Services
Ways we can work together
CRM setups
Let us find the perfect match for you, your business and your goals. We deal with many CRMs and can setup the perfect configuration for your services and clients. Setups include:
- Process mapping workshop- this is where I help you determine the best possible experience for your clients in a way that aligns with you and your goals. (we are award winning for this!)
- Design of all your forms and proposals (coded or code free available)
- We help you template all your communication emails
- Entering all your pricing and package information
- Add in appointment scheduling to allow for client self service or ease for you booking all your important appointment types
- Payment Plan advice and creation so that you get paid on time, every time, effortlessly.
- Workflow implementation: Your ideal client experience will be automated to the fullest extent possible.
- Integrations; I'll setup you email, calendars and up to 3 zaps to link systems and software in use
- 3 hours of training wither face to face or online
- Process handbook with all your process and how-tos in there
- 30 days priority support after go-live
Investment starts at £3000
- Dubsado
- PipeDrive
- Moxie
- Bloom
- Indy
Project and task management setups & management
- Process mapping workshop (workflow audits and visual representation of your business processes.)
- Solution design & implementation (hands-on assistance in designing and building)
- Data migration (automated or manual transfer of your data from other tools into your chosen software)
- Automation & integrations (easily get your data synced and transferred between softwares)
- Training (take advantage of multiple training formats, and customised documentation and training guides.
- Ongoing support (get support in the form of a monthly retainer or hours of support on demand.
Investment starts at £1000
Email marketing setup
- Setting up your Flodesk account.
- Creating your freebie delivery workflows.
- Adding the embed codes to your website.
- Migrating over all your subscribers and segments from your old platform to Flodesk.
Investment starts at £500
Operations support
Examples of our work in this area includes
- Reporting dashboard creation and completion
- Improvement projects
- Keeping your systems ticking over and doing all those tweaks that you're scared to make
- Overhaul projects (updating your assets and managing progress)
Investment starts at £350
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Systems review checklist
The Project:
CRM setup - JD Allen Engineering
- Implemented a more automated workflow for splitting work
- Implemented a client portal
- Simplified invoicing and introduced card payments
- Introduced appointment scheduling for clients to select their dates
- Migrated their data to Dubsado
- We also implemented Hive for on the go teams
Deren
The Project:
Flodesk setup - Trade to Developer
- Set up her account for peak optimisiation
- Mapped out different sequences for her course
- Created templates that she can use time and time again
- Added the right segments for her audience and needs
- Trained her on the setup to improve confidence
- Created and tested workflows
Suzanne
The Project:
Operational Support - Make Me Local
After going live in early 2024 we were in a place to start capturing data on all the processes within the organisation. Many of which hadn't been available for reporting before.
- Reporting dashboard
- Overhaul of monthly management meetings
- Training staff for pulling data for their departments
Andrea
Elle is an absolute superstar!
Since March 2023 Elle has been working with the agency I work for to help stream line the processes and systems.
Elle's work over the last 9 months has made a considerable difference in the process and systems the company uses and Elle has implemented a system to help make working life easier.
I would not hesitate in recommending Elle's services.
- Jake Miles, Make Me Local
Enquire about your project
Elle tailored two workshops for our team to consider the admin intensive processes we have and how to streamline these to boost our productivity and efficiency. She took the time to understand our organisation, priorities and desired outcomes.
Everyone was put at ease from the beginning and had fair opportunity to contribute feeling valued and positive about potential change.
Elle provided valuable insight into new apps, website tweaks and other options to automate processes allowing more time to invest in other areas of work or new ideas we never have the time to address.
Thank you Elle for your professional guidance. You’ve made things a lot more productive for our Charity.
- Rose Robb, CEO of Bexley Snap
Enquire about your project
I run a carpentry and construction company in Kent.
We have multiple jobs running at one time and was looking for a system that would help us manage them easier.
Elle suggested using a few systems that would help us. She delivered a package to me and my team very professionally and very clear on how to use. It has changed the way we work and I can't thank her enough for what she's done.
I would highly recommend her services to anybody that runs a business. Many thanks again for a great service.
Craig Shields, CEO, CS Carpentry
Enquire about your project
FAQ's
Question #1: The cost of hiring a CRM setup specialist seems high. Can we justify this expense given our budget constraints?
I understand that budget is a big concern.
However, hiring a CRM specialist like me is an investment that can save you money and time in the long run.
I ensure everything is set up correctly, which helps avoid costly mistakes. Plus, I tailor the system to your needs, speeding up the implementation and getting your team up to speed faster. This way, you can focus on growing your business while I handle the technical stuff.
The long-term benefits like better customer management and increased sales can definitely justify the initial cost. If it make life easier here at Elle Baldry Consulting we offer a monthly payment plan to help spread the cost.
Question #2: I'm worried about the security and privacy of our customer data. How can we ensure that sensitive information is protected during and after the setup?
It is great you are concerned about data security and data protection.
When I work on CRM setups, I only recommend software which is compliant with the country in which you operate and their information laws.
I'll also help configure the CRM with strong security features and provide guidance on how to maintain data privacy. My goal is to ensure that your sensitive information is protected every step of the way.
Question #3: We have a limited understanding of systems within our team. How do we know if the setup person is doing a good job and setting it up correctly?
My approach includes keeping you informed throughout the setup process. I’ll explain each step and how it aligns with your needs. Plus, I provide training for your team so everyone feels confident using the software. I’m here to answer any questions and ensure you’re comfortable with how everything is set up. My goal is to make sure you feel confident and well-supported.
Question #4: I'm concerned that the implementation process will disrupt our current operations and affect our day-to-day activities
I work to minimise any impact on your daily operations by planning the setup carefully and working around your schedule. My goal is to handle the implementation as smoothly and efficiently as possible, so your team can continue with minimal interruption. I’ll keep you updated throughout the process and make sure we’re making the transition as seamless as possible.
I can do phased implementations or big-bang, we can discuss this and come up with the best plan for you.
hello@elliejane.com
Hours: Mon-Fri 8am- 6pm EST
Well, hey there!
Your message has been received. I can't wait to learn more about the amazing business you are building. Check your email for a link to my scheduler to set up your no-obligation discover call!
Your new virtual business bestie,
Ellie Jane
