CRM Services for
VSCO Workspace

Let’s work out what’s not working - and why.

Already using VSCO Workspace but something isn’t working the way you need it to? We’ll talk through what’s happening, where you’re getting stuck and what you want the system to do instead. By the end of our complimentary call, we’ll have a clearer idea of the problem and the best way to fix it.

A complete diagnosis of what’s working—and what isn’t.

Want a thorough review of your entire Workspace system? I’ll examine your setup, workflows, automations, templates and key settings, identify what’s working well and uncover what needs attention. You’ll receive clear findings and a practical roadmap for improving your CRM in the right order.

Welcome back. Let’s get the next job sorted.

We've worked together before, so there's no need to start from scratch. Whether you need new email templates, another round of automations, a new brand or a few extra tweaks, I'm here to help whenever you need me.
Available as either Build It With Me or
Leave It To Me.

Because every great automation starts with a great email.

Your client communication is one of the hardest-working parts of your business.

I’ll organise your existing emails into clear categories and fill them with the right tokens, so they’re easy to find and ready for each client. No more searching through one long alphabetical list or modifying every email before you send it. They’ll still sound like you - you just won’t need to keep touching them.

Because your CRM should be doing the work, not you.

Your CRM can become your best employee… because your CRM never gets sick!

Enquiries are followed up automatically, questionnaires are sent at exactly the right time, reminders go out without you lifting a finger, and every client receives a consistent experience.

Create it once. Use it again and again.

Your quote templates should be doing the hard work - not you. Stop building quotes from scratch every time a new enquiry arrives. I'll create a library of professional quote templates tailored to your products and services, so you can simply choose the right one, make any final adjustments and press send.

You want Scheduler. You just need help setting it up.

Finding a meeting time shouldn’t take six emails. I’ll set up VSCO Workspace Scheduler so your clients can choose a time that suits you both, with confirmations, reminders and everything managed inside your CRM.
Your clients get a smooth, professional booking experience, while you get fewer emails, less admin and everything saved in the right place.

Capture it once. Use it everywhere.

Most Workspace users know custom fields exist. Few realise just how powerful they can be.
Capture information once and let it flow throughout your emails, questionnaires, and automations—creating a smarter, more personalised CRM.
Once they’re set up properly, the right information appears exactly where you need it—without copying, pasting or asking the same question twice.

One focused day. A whole lot sorted.

Have a list of VSCO Workspace jobs you never quite get around to? Book me for a focused day dedicated entirely to your business. I’ll clear my diary so your project has my full attention—whether we’re working on emails, automations, Scheduler, custom fields, templates or system tidy-ups. We’ll agree on the priorities beforehand, then I’ll spend the day getting as much sorted as possible.

One CRM. Two brands. Everything in its place.

Adding another business or service brand? I’ll build it inside your existing Workspace with its own branding, emails, forms, questionnaires, workflows and automations—while keeping everything organised within one CRM.

Your business has evolved.  Your CRM should too.

I’ll refresh the branding and client-facing touchpoints throughout your Workspace, so your emails, forms, questionnaires and other communications feel consistent with the business you are today.

Sometimes you just need someone to bounce ideas off.

Whether you’re stuck on a decision, untangling a process, planning what comes next or simply need an experienced outside perspective, we’ll talk it through together and turn the muddle into practical next steps.

Let’s discover what’s possible for your business.

New to CRM systems? We’ll talk about how you currently manage your business, where you’re losing time and what a CRM could do for you. You’ll leave with a clearer picture of what’s possible and where to begin.

Let’s build a CRM you’ll actually enjoy using.

We’ll build your complete CRM system side by side, creating a system around the way you work. You’ll understand what we’re building, why it matters and how to manage it confidently when we’re finished.

You run your business. I’ll build your CRM.

Hand over the heavy lifting while I build, customise and configure your complete CRM system around the way you work. You’ll stay involved in the important decisions and receive a system that’s organised, practical and ready to use.