Practical services for sole traders and microbusinesses
Everything here has come from my experience of running my own businesses and dealing with the things that can make running a small business harder than it needs to be.
Losing track of enquiries? Chasing payments? Not sure whether you've got your GDPR basics covered? Or just finding yourself doing the same jobs over and over again because you've never had time to find a better way of doing things?
That's the sort of thing I can help with.
Have a look through the services below and click on the arrows to see what's involved. If something sounds familiar, get in touch and we can talk through what's going on in your business and where I might be able to help.
You can enquire about any of the services using the form below, or email me directly at hello@inthefieldai.com.
I’m Up and Running
Save time and money by getting proper processes in place, and stop things slipping through the cracks.
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Not sure what's slowing your business down? We'll work through your admin, customer journey and day-to-day systems together and find the problems.
What's included
A review of how your business currently runs.
A check for admin bottlenecks and time-wasting tasks.
GDPR and Making Tax Digital quick checks.
A one-page action plan with practical next steps.
A follow-up summary and action plan.
From £75
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A practical GDPR review in plain English to ensure your business is compliant. I'll check how your business handles customer data, identify what's missing, and put the essential paperwork and processes in place.
What's included:
A review of your current GDPR compliance.
ICO registration guidance.
Tailored privacy and data protection policies.
Cookie and website checks where needed.
Practical advice on storing and handling customer data correctly.
From £150
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A practical setup for tracking income and expenses without the dread. I'll get you organised so your numbers are in one place and you're ready for the way HMRC now wants things done.
What's included:
A simple system for logging income and expenses as you go.
A method for capturing receipts before they vanish.
Clear categories so nothing gets missed at tax time.
Plain guidance on what Making Tax Digital actually means for you.
A routine that takes minutes a week, not days in January.
From £150
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One place to manage every enquiry so nothing gets missed. I'll create a simple system that keeps enquiries organised, whether they come from email, Facebook, WhatsApp, text or phone.
What's included:
One central enquiry tracker.
A clear status for every enquiry.
A next-action system so you always know what needs doing.
Follow-up reminders to stop enquiries going cold.
A setup that's simple enough to use every day.
From £95
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Clear, practical wording for the documents your business actually needs, instead of generic templates that don't quite fit. I'll provide you with the paperwork that does its job without the legal fog.
What's included:
The documents your business actually needs such as T&C, service agreement, payment terms, scope of work and so on.
Plain wording you and your customers can understand.
Terms that fit how you really work, not a copy-paste template.
A tidy set you can reuse for every job.
Guidance on when and how to use each one.
From £125
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A straightforward way to organise a mobile working week around where your clients actually are, helping you cut unnecessary driving and make better use of your time. I'll turn your existing client list into a simple area-based planning system that you can keep using as your business changes.
What's included:
Your client list organised into practical geographical areas.
A simple visual map showing where your clients are.
A weekly planning method based on those areas.
Guidance on using the system when new jobs come in.
A setup that works with simple, familiar tools rather than requiring new software.
A short handover so you know how to use and maintain it.
From £85
I Want AI To Work For Me
Use AI to help your business run more efficiently with usable prompt libraries and training your AI to sound like you.
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Training AI to sound like you. I'll set you up with a reusable way to get AI drafting the way you actually talk, then show you how to keep it that way.
What's included:
A saved setup that teaches AI your voice and tone.
Your emails or posts redrafted so you can see the difference.
Simple wording you can reuse to get good drafts every time.
A checklist to use so it never drifts back to sounding generic.
A process you can keep using on repeat.
From £65
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Turn Voice Notes Into Admin
Finish a job, record one voice note, and turn it into the paperwork you'd otherwise sit down and type up later. I'll set up a simple way to get from a quick ramble in the van to something useful.
What's included:
A simple way to turn a voice note into tidy written notes.
The setup to draft follow-ups, quotes or job notes from what you said.
Wording that comes out sounding like you.
A routine you can use straight after a job, before it's forgotten.
A process that saves you an evening of typing up.
From £95
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The same replies, the same quotes, the same posts, typed out fresh every time. I'll set you up so AI drafts the things you write again and again, in your voice, from a simple setup you keep using.
What's included:
Ready-to-go drafting for the questions and replies you send most.
The same setup extended to quotes, posts, chasers, whatever you repeat.
Wording that comes out sounding like you, not a robot.
Everything organised so you can grab the right one in seconds.
Room to add your own as new jobs crop up, so it grows with you.
From £150
I’m Just Starting Out
If you have no idea where to start, or you’re feeling overwhelmed by everything you need to know, then this is for you.
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Starting a business is much easier when the basics are set up properly. This is a practical one-hour session to make sure you've got the essentials covered before things become messy.
What’s included:
Check whether you need to register with the ICO.
Talk through MTD and how to keep records simply.
Recommend the right systems for enquiries, quotes and invoices.
Identify any obvious gaps before they become problems.
Give you a simple action plan to work through next.
From £75
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I'll set up a simple quote to invoice system that's quick to use and easy to use.
What's included
Branded quote and invoice templates.
Standard wording for common jobs.
A tracker showing what's been sent, accepted, expired and paid.
Clear payment terms from the start.
Optional AI-assisted quote drafting.
A clear payment chasing system to get paid fast.
From £125
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A simple welcome process that makes your business feel organised from day one.
What's included
A welcome message or pack.
A checklist of what you need from new customers.
Plain English terms of business.
A job-start checklist.
A reusable onboarding process.
From £95