top of page

Services

Here are just some of the services I offer. When it comes to Umbrella, there is little I haven't done in the past 15 years, so if you can't see something on the list, please just ask!

We can work together on a project basis, on an hourly basis or even better, keep me on hand with a monthly retainer.

​

Get in touch and we can discuss what works best for you.

COMPLIANCE

  • New Umbrella Start up

  • FCSA Accreditation

  • Professional Passport Accreditation

  • Support with Legislative Changes

  • Contract Documentation

  • Compliant Email Templates

  • Employee & Agency/Client Communications

  • Support with Auto-Enrolment Pension

  • Policy Reviews 

  • KID Implementation 

  • Supply Chain Review 

OPERATIONS

  • Customer Journey Mapping

  • Process Mapping

  • Gap Analysis 

  • Procedure Analysis/ Writing

  • Staff Coaching & Development

  • KPI/ Performance Metrics 

  • Recruitment 

  • Capacity Planning

  • Cost Analysis

  • Quality Reviews/ Auditing 

  • Source and Implement Software

  • Client Communication Strategy

  • Employee Satisfaction Surveys 

SALES, MARKETING & COMMERCIAL

  • Value Proposition 

  • Business Development ​

  • Sales Recruitment​

  • 121 Sales Coaching

  • Sales Training

  • Incentive Planning

  • Marketing Collateral

  • Commission Plans

  • Targets & KPI's

  • Social Media Strategy 

  • New Business Strategy

  • New Services & Products

  • Cost Analysis

Services
bottom of page