Bring order to the chaos

 

Borrow my 22+ years of process consulting of doing just that for small businesses and large corporation. 

And get workflows and processes that give you more life. 

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What would you do with 40-100 extra hours per month?

Kill the noise and build a business that gives you more life.

The most effective businesses are the ones that are simple to run, make you more money and give you back more time for the things you love. 

I've helped over 80 solopreneurs and small-business owners get back 40-100 hours per month, double their net profit, as a by-product of having more effective and efficient processes in place, and have more free time - without the stress, burnout and overwhelm. 

They came to me feeling like this: 

"Everything is manual and in my head"

You're so busy helping your clients get ahead, but there's no-one helping you. You're over-stretched, over-worked and as much as you need to, you just can't catch a break.

"I'm missing out on time with my family"

If it's not responding "urgent" emails, it's picking up client calls during personal time.. All you want is to have more time for your family, friends and yourself, but you don't know how to make that happen.

"Shiny Object Syndrome has complicated my business"

...You've got so many apps you don't know what to do with and none of them do what you need them to do anyway. Everything is in different places and now, what should be a simple task takes hours to do.

"I'm fed up of creating proposals that go nowhere" 

...You spend time on discovery calls that sound promising, create  proposals with meticulous  detail, only for them to disappear into the ether with not so much as a read receipt. So you take on any work that comes your way just to pay the bills

"I waste my time firefighting and managing scope"

...You don't know where one project finishes and the other one begins, turning what was a profitable project into a huge loss of time and money

"Something's not working but I don't know what"

...You just know that you're always busy. And while you don't always know what's taking up all your time, what you DO know is that you want to enjoy life more and have a great, profitable business at the same time

Trusted By...

The Result? 

You feel stuck, like you can't get out of the chaos, and guilty for spending evenings and weekends on work when you want to have freedom for more of the things you love, with the people you love.

If this sounds like you and you're ready for the better that you deserve, but don't know where to start, I can help.

I’m Sonal, and I've been streamlining large corporates and small businesses for over 22 years. I've worked with the likes of Goldman Sachs, HSBC, UBS, Deutsche Bank, Coutts, PWC as well as creative agencies, brand designers and holistic practitioners.

They've got back 40-100 hours per month thanks to simple processes and workflows that protect their time and help them say no. And that's allowed them to: 

  • Take a holiday for the first time in 5 years
  • Work a 4 day week and increase sales by 30% without outsourcing.
  • Work a 3 day week
  • Overcome mindset blocks to increase their pricing and bring in 3 x more sales
  • Refine their offers and pricing to 2x profits in 8 weeks and save 40 hours p/m
  • Go from a 70 hour working week to 35 hours by removing the fluff
  • Go from being a technophobe to embracing simple processes and systems to always have capacity for more business

Here's what I'll work on for you and your business so you can achieve the same, or maybe you have something else you want to achieve but work keeps getting in the way: 

  • Optimised Client Onboarding that puts you back in control of your time, while attracting, nurturing and converting the right prospects through every step.  
  • Only have the tools that you need. You'll get uncomplicated and easy to manage systems that fit YOUR needs and help you to achieve more while working less so that can direct your energy to what will grow your business. 
  • Removing the noise and know what tasks to remove, simplify, automate and if or when to outsource
  • Streamlined project management workflows from proposal to project completion that eliminate scope creep and firefighting
  • Simplified task management processes that run themselves and give you full visibility and transparency on what needs to be done and by when

 

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"Over the years I’ve seen plenty of deployments and none of them went very well. I’ve seen consultants talk about “things” on a very expensive day rate and very little happened as a result.

But Sonal is different.

What she has done is taken a very cynical operation, that’s focused on strategy only and doesn’t want to get bogged down in mundane and boring details. And she has blown our minds in a number of ways. 

First of all, she has sped us up dramatically, I’ve never seen this level of care. She focuses on making the company change its mindset around systems, data and processes. 

She’s helped us to understand what matters greatly more to our customer because she’s asked us difficult questions at the right times. The result is clear, very clear and simple processes.

Where would my business be without Sonal? I would still be overwhelmed and anxious about where the growth could come from because we were at capacity.

If you haven’t spoken to Sonal yet, trust me, it will be one of the most valuable calls of your life”

 
Al Tepper | Tepfu | Strategic Marketing & Coaching Agency

“Too many businesses/people are doing repetitive tasks that end up taking majority of your time (these tasks compound over time). – onboarding – training – data entry – data analysis

However for efficiency you need to be in in a place that can be creative and productive allowing growth and momentum to build.

For example, when I start with a new client I would create the new folders, client brief, reporting sheets, clickup tasks for team and so on. Now I fill in one form and Voilà all sorted.

She helped to brainstorm  these processes to make them more efficient/logical.

In my case I’m already very systems oriented however Sonal managed to help me take things back to basics and work on my ICP. I know the importance of my clients ICP, but being human I neglected this myself.

We worked on who, what, where, why and how. This helped improve my systems further (because things became repeatable and relatively automated). I’d recommend connecting with her”

Luke Nevill | Kurve Strategic Growth Marketing Consultancy | FB Ads Strategist

What You Get

 

In addition to the commitment from me that we'll work until you're 100% satisfied, you get: 

  • Zoom Deep Dive. We'll have up to 3 sessions over zoom to ensure that we capture all your needs, current challenges to identify the priority pain points to work on that will free you up 
  • Detailed Process & Workflow Audit to understand what is and isn't working. This will help me to remap your processes with simplification at the fore, only keeping what's needed and removing the noise.
  • Detailed Process Map This is a visual representation of each required step in your business, showing handoff points between different teams and/or systems. Once this is completed, we're ready to implement simplicity and efficiency in your business. You can also use this map to train existing or new people that come on board
  • Simple Tools That Work FOR You We tackle Shiny Object Syndrome head on - and leave you with only the tools that you need to run your business. I look at how you work and make sure that the tools you have fit your needs and are ones you can maintain and update easily.  This usually covers project and task management, client onboarding, business development and scheduling if we feel what you have already isn't working for you, else we will work with what you have.
  • Implementation,  Automations & Delegation Here's where I build the new workflows for you and we test them across your business. You leave with tasks that take less time, need less work and add more value.
  • Handover You have a dedicated GDrive Folder shared with me where all artefacts are stored, and are yours to keep for reference and to train your team. I'll then add any checklists or processes into your task management tool for ease of reference.
  • Aftercare From day one, you get unlimited support from me on WhatsApp and for three months after we've implemented your simplified workflows and processes.

 

“Before we started working with Sonal our business processes were really just in my head, this meant that when time was tight they weren’t followed to the 8th degree leaving me with a level of doubt and uncertainty as to whether I’d missed anything out.

Sonal was brilliant to work with, she really got under the skin of my business to understand exactly what the outcome of each activity was and then connected the dots where processes connected to make them more efficient.

I run a branding and design business so we know the power of visuals but seeing everything mapped out in a simple colour-coded format just gave me the reassurance I needed that this was right for the business, I was more efficient and as we plan for growth, we have the ability to outsource and scale more easily”

 
Simon Hutchings | Visualise | Branding & Design Agency

"I was at a point in my business where I was looking to scale and expand but lot of the structure and processes were in my head.

I needed someone to help put all that in to streamlined processes and procedures, she helped with so much more and went above and beyond.

She supported me with my role and helped me take time off and is available to support as things come up.

I referred her to one of my clients who she did an absolutely incredible job for.

Highly recommend a chat with Sonal and see what she can do for you and your business.”

Adam Cockerill | Code Websites | Web Design & Development Agency 

Your Price

 

I work with service based businesses in three ways, through my consultancy practice, 5S Projects.

The Process Power Session gives you 45 minutes with me on Zoom, where you come with a specific challenge and I provide you with an action plan and recommendations to improve your systems and processes.

The Done For You Services are for solopreneurs or businesses with a team of 3-9. This includes the full redesign and implementation for your project management, business development or customer journey.

The Fractional Business Analysis & Project Management retainer is for I.T. and management consultancies who need better stakeholder management and requirements gathering to ensure fit-for-purpose solutions for their clients.

Process Power Session

(121 consulting)

£244 (payable on booking)

What's included:

  • Questionnaire prior to call
  • 1 x 45 min Zoom Deep Dive to break down your current biggest challenge
  • Action plan for next steps to resolve your challenge
  • System recommendations
  • Process improvement recommendations
  • Aftercare: 5 days unlimited support to help you complete your action plan 
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DFY For Solopreneurs

(team of 1 or 2)

£1,450 (payment plan available)

What's included:

  • Zoom Deep Dive (up to 3 x 1 hr sessions) 
  • Detailed Process & Workflow Audit
  • Detailed Process Map & Redesign covering either project management or client onboarding
  • Tool Selection 
  • Implementation, Automations & Delegation Set Up
  • Handover folder and process checklists
  • Aftercare: Unlimited support on WhatsApp or Telegram from day one and up to one month after implementation 
  • Completion within 1-2 weeks)
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DFY For Small Business

(team of 3-9)

£5,400 (payment plan available)

What's included:

  • Zoom Deep Dive (up to 3 x 1 hr sessions) 
  • Detailed Process & Workflow Audit
  • Detailed Process Map & Redesign covering either project management or client onboarding
  • Tool Selection 
  • Implementation, Automations & Delegation Set Up
  • Handover folder and process checklists
  • Aftercare: Unlimited support on WhatsApp or Telegram from day one and up to three months after implementation 
  • Completion within 2-4 weeks)
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Fractional COO

(Professional Service Companies & Creative Agencies)

From £2,500 p/m

What's included:

  • As-is and to-be process mapping and gap analysis to develop new processes and refine existing ones
  • Managing & protecting the scope of the project to maintain profitability
  • Management of the project timelines
  • Expertise in regulatory change & process streamlining
  • From 4 - 12 days per month as a 3 month rolling commitment
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"You put together an incredible package which has transformed how my business gets results.

Your changes have doubled my clients results. I wouldn’t hesitate to recommend you.”

 
Richard Gibbons | Boost My Customers | Digital Marketing Agency

“One of the biggest challenges I faced was working out a pricing structure that is both competitive and reflects what I am worth. 

After working with Sonal, I now have a simplified service offering with tailored packages to suit my clients needs with a developed price matrix structure.

My profit margins have increased dramatically.”

Nick Othen | SEO Agency

I had a great experience with Sonal as she guided me through frameworks to simplify my work.

She helped me delegate, streamline & automate. I would recommend this to anybody – it’s an investment that will pay itself

 
Shaian Nouri | Kurve | Strategic Growth Marketing Agency

"Sonal was an absolute pleasure to work with. She helped me identify areas of my business that could have been streamlined and helped me refine my processes in order to be most efficient and beneficial for growth and development.

I wouldn’t hesitate to recommend her, incredible service and such a lovely person to work with!”

Jessica Cohen | Forty Four Media | Social Media Marketing Agency

As a small business, we were facing many of the typical challenges and wondering where the weeks were going. 

Mid-pandemic we realised that we should be making significant changes to our business model but knew that we would benefit from someone guiding us through the changes we knew we had to make. 

We then met Sonal. Instead of feeling like a consultant, she felt like an extension of our team.

Sonal works with just the right combination of reassurance, guidance and challenge in a way that has really helped to shape our thinking and turn an idea into a growing reality. 

We are now at the point of launching our new business model, without Sonal by our side, we may still be going round in circles. 

Thank you Sonal for helping us get to the start line in a timely and orderly fashion and for offering to always be on hand to call on when we feel lost. 

We would certainly recommend Sonal, it has certainly made a big difference for us"

 
Olly Church | The Eleos Partnership | Mental Health & Corporate Wellbeing Training Company

“My business was growing quickly and I didn’t have any processes in place with regards to onboarding clients. My pricing wasn’t where it needed to be and I was overwhelmed with the thought of it all.

Even though I had a business plan, I didn’t know where to start.

Sonal gave me a new pricing structure and onboarding processes and even made suggestions for how to scale the business in 3 to 5 years!
I implemented these immediately.

The business has grown from just me to 9 people and having all the right processes and resources in place to support me has meant I can put all my focus into business development and account management.

All this in 2 months!”

Sarah O'Donoghue | Optio | Online Business Management

“Sonal took the time to review processes, and immediately identified key bottleneck areas for us to improve.

Within a short time, 5S Projects became an integral part of our team. I now have a streamlined process for email and documentation management, as well as the client services process.

It enabled the turnaround of new client enquiries being handled within minutes.

I would recommend 5S Projects to anyone looking for an external eye to assess their systems and processes.”

vestment that will pay itself

 
Devendra Rampersaud | Guardian Solicitors 

“I’d very much recommend working with Sonal! 

A very talented project manager, extremely easy to work with and helped me to build out the systems & processes I needed to scale.”

Tom Kelly | Kurve | Strategic Growth Marketing Consultancy

"Sonal is amazing. In the few short months that she has been working with me I have realised how I had zero processes in place to manage my business and my clients. It was all in my head, and my head was full of other important to do’s that just never got done. 

I ask myself how I possibly managed so long without Sonal's wisdom and the simple procedures and processes that she helped me put in place. Her advice and support has been invaluable. I now have a better understanding of my business and my clients. 
Things that were never documented before (or written on scraps of paper) are now documented and secure. I am now able to grow knowing that I have processes and a new CRM system which future proofs me and saves me heaps of time. 

I highly recommend Sonal to everyone wanting to grow their business and who need client relationship management. Sonal has really saved me time, reduced my stress and allowed space for future business growth. 
Thank you."

 
Oliver Dolby | 5th Element | Energetic Healing Practitioner

"My work with Sonal provided much needed structure for my business.

I was feeling overrun and not sure how to make the steps I needed in a subtle shift in direction for the business.

Sonal helped me to clarify my goals and priorities, and then we put in place a set of structures which has transformed the way I work. Thank you Sonal!"

Hannah Jewel | Jewel Of Peace | Energetic Healing Practitioner

When it comes to delivering difficult projects certain team members immediately stand out from their peers, they step up and take on the tough assignments, they focus on the outcomes and consistently deliver high quality work to what are often tough timescales, you trust their judgement and you stop and listen to what they tell you and you have confidence in their ability to deliver no matter what - Sonal is one such person whom I consistently seek out to work with time and time again, and would always look for her to be part of my delivery team

 
Antony Goulding | Coutts Private Banking & Wealth Management

"I have had the pleasure of working with Sonal. We have been engaged in a large scale project centered around building an application tailored towards multiple stakeholders with very specific requirements.

Son has singlehanded managed to get nearly all of the requirements not only defined and fully organized for the execution but she has contributed greatly to having a timely deliver for each of the scheduled production releases.

As the product owner for this application I have a heavy stake in the successful release of this product.

Son has been the foundation of the optimism we all have that the project delivers a complete application that is fit for purpose.

I would (and have) highly recommend her for any BA needs -anyone has. 
She is exceptional"

Ande Ilao | UBS | Regional Manager

"Sonal added tons of value from day one. By quickly understanding how GDPR impacted UBS SmartWealth and working with compliance colleagues from across the bank she provided us with a clear set of requitements to build into the product.


Sonal is certainly one of the strongest Business Analyst I have worked with"

 
Nicholas Insall | UBS | Product Manager

I highly recommend Sonal.

She is an excellent Business Analyst with exceptional problem solving skills.

She is very engaging and an excellent team player who works collaborative with all programme teams.

She has good business and commercial acumen. Sonal is a great asset.

Dimitris Androutsos | Price Waterhouse Coopers | Management Consultancy

Sonal was hired as a Business Analyst on a complex regulatory programme, with her remit being to deliver detailed business requirements, as-is analysis and gap analysis for the client on-boarding function (including process maps) and numerous other supporting artefacts. Later, she also became involved in solution design. 
 
From day 1, she delivered impressive results, very quickly grasping the complexities of FATCA and more importantly, the challenges it posed for the business. The quality, frequency and sheer volume of her output was exceptional - so much so, that she was key in providing wider input and expertise across the banking group. Her qualities were widely recognised and she has been retained longer than any of the other business analysts in the team. 
 
Her people skills are excellent. Stakeholders warm to her very quickly enabling her to develop very good working relationships to extract information and produce great results. 
 
She was also a genuine pleasure to work with and a real team-player, and I would not hesitate to hire her again.

Jindy Mann | BCS Consulting

Sonal’s background in Financial Services coupled with her pragmatic style of working means she very effective in delivering quality output in programmes that can sometimes have complex and ambiguous requirements.

In her current engagement, Sonal has actively produced a broad range of business analysis deliverables including use cases, process flows, business requirements documents and functional specifications.

As a self -starter and a logical thinker she has overcome many problems or uncertain requirements by providing solutions and engaging the operational teams to validate them rather than creating them in a vacuum.

Overall, Sonal is a very strong business analyst and pleasure to work with her.

Ritesh Patel | BCS Consulting

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