FREE Client Onboarding Starter Kit: how to systemise and streamline client onboarding and turn clients into raving fans
Have you got to a point in your business journey where you are working every hour of the day, the wheels are spinning frantically, but somehow you don’t feel like you are getting to where you need to be?
When you first started your company you were filled with passion and ambition, but now you’re just overwhelmed and struggling to gain traction and focus.
Too much of your day is spent doing the million and one admin tasks that come with the territory of running a successful business and not enough time actually fulfilling your company’s core purpose. You have to-do lists scattered everywhere, are stuck in the belief that it’s easier to get things done yourself rather than delegating to your team and are constantly worried things are slipping through the net.
You’re starting to fear that going back to a corporate job may actually give you more freedom and flexibility in your life than working for yourself and are terrified that if you step away from your business for even a minute, it will all come crashing down without you.
CLIENTS FEATURED IN:
It’s time to break that cycle and claim back your business…and your life.
We help businesses sustainably grow with ease by strategically structuring and streamlining their business operations and teams.
Through a blend of consultancy and implementation services, we design (and implement) operational structures that organise your business and reduce the amount of time and headspace it takes to execute the day-to-day.
It’s an absolute joy to help our clients restructure their business operations, and to see the difference our services make to their efficiency, revenue and profit margins. At Team RG we have a true passion for operations and creating environments that get the best out of people, and as such, love serving business owners who feel like they’re tied in knots operationally, as well as those desiring more support with their teams.
HOW WE DO IT
→ Create highly efficient processes that are simple to execute to a consistently high standard
→ Use tech to facilitate the delivery of the processes simply and cost-efficiently
→ Create operational structures that facilitate happy, high performing and autonomous teams
→ Mitigate risk by implementing key protection policies and ensuring that key business functions don’t exist solely in someone’s head
THE RESULTS WE GET
→ Reduction in operating/team costs
→ Reduction in the amount of time it takes to execute processes
→ Reduction of the quantity of communication, by improving the structure of it
→ Improved client experience
→ Improved consistency and quality of process execution
→ Increased team retention and engagement rates
→ Business owners who can operate from a place of ease, not chaos
WHO WE WORK WITH
→ Small companies and start-ups
→ Agency models are our bread and butter, but we also support e-commerce, brick-and-mortar, service and product-based businesses
→ Businesses that have grown quickly but their operational structure has not kept up
→ Businesses that are struggling to generate the desired ROI from their teams
→ Overworked business owners!
Pavlos Sideris
"From the start Team RG showed an impressive understanding of our business - something we rarely encounter. We were amazed at how quickly they grasped what we do, which gave us confidence that we were in the right hands. The team has been super organised and thorough with feedback, questions, and adjustments. It's clear they genuinely understand our processes and needs, which makes all the difference."
Izabella Gorré
"Working with Rachael was like entering into a dream as it allowed me to focus on my zone of genius and release the rest over to her as my business manager. Rachael continually exceeded my expectations throughout our time working together from the attention to detail on all things that have ever been delivered to me, the devotion she had to supporting me to how dependable she was with all aspects of my business. Rachael has supported me in scaling my business from a place of overflow by making sure that our systems were in place to do so in a way you will only be able to understand once you have experienced her for yourself. She has been beyond a blessing to my life & business!"
Ayse Caglayan
"Working with Rachael & her team has been a true dream. She was able to look at my business from a birdseye view, question the way we were doing things and instantly spot inefficiencies that were costing us so much time (and money). If you're a business owner looking to seriously scale, take back control of your time and operate as a true CEO, you need Rachael's support!"
Tessa Mac
"I loved that I lacked literally any systems experience and was worried that I wouldn’t know what to tell her, but it’s like she read my mind and knew EXACTLY what to do. Now I have systems that create organization and structure and I feel clarity, ease and relief - I’m looking forward to working with her long-term in the near future!"
Karin Conroy
"Before working with Team RG, my day-to-day can only be described as chaotic. Now it feels so easy and our operations are so clear and streamlined. We have seen a reduction in time taken to perform basic administrative tasks, transparency of the status of tasks across the team and our client communication and management is a lot clearer. I'm convinced this will be a huge boost overall to my brand and reputation since it will be so much easier for clients to work with us and get what they need."
Simon Polmear
"Rachael is a particularly well-organised individual with a knack for understanding complex business process and dependencies across a range of disciplines. Rachael has, and continues to be a source of invaluable counsel and support through her ability to critically analyse and ask ‘why?’. Never one to shy away from a new challenge, Rachael’s natural ability to communicate and engage at all levels coupled with her leadership capability makes her a ‘go-to’ person when you simply need to know it’s going to get done properly, on time and with everyone on the journey fully engaged and informed."
Pavlos Sideris
"From the start Team RG showed an impressive understanding of our business - something we rarely encounter. We were amazed at how quickly they grasped what we do, which gave us confidence that we were in the right hands. The team has been super organised and thorough with feedback, questions, and adjustments. It's clear they genuinely understand our processes and needs, which makes all the difference."
Izabella Gorré
"Working with Rachael was like entering into a dream as it allowed me to focus on my zone of genius and release the rest over to her as my business manager. Rachael continually exceeded my expectations throughout our time working together from the attention to detail on all things that have ever been delivered to me, the devotion she had to supporting me to how dependable she was with all aspects of my business. Rachael has supported me in scaling my business from a place of overflow by making sure that our systems were in place to do so in a way you will only be able to understand once you have experienced her for yourself. She has been beyond a blessing to my life & business!"
Ayse Caglayan
"Working with Rachael & her team has been a true dream. She was able to look at my business from a birdseye view, question the way we were doing things and instantly spot inefficiencies that were costing us so much time (and money). If you're a business owner looking to seriously scale, take back control of your time and operate as a true CEO, you need Rachael's support!"
Tessa Mac
"I loved that I lacked literally any systems experience and was worried that I wouldn’t know what to tell her, but it’s like she read my mind and knew EXACTLY what to do. Now I have systems that create organization and structure and I feel clarity, ease and relief - I’m looking forward to working with her long-term in the near future!"
Karin Conroy
"Before working with Team RG, my day-to-day can only be described as chaotic. Now it feels so easy and our operations are so clear and streamlined. We have seen a reduction in time taken to perform basic administrative tasks, transparency of the status of tasks across the team and our client communication and management is a lot clearer. I'm convinced this will be a huge boost overall to my brand and reputation since it will be so much easier for clients to work with us and get what they need."
Simon Polmear
"Rachael is a particularly well-organised individual with a knack for understanding complex business process and dependencies across a range of disciplines. Rachael has, and continues to be a source of invaluable counsel and support through her ability to critically analyse and ask ‘why?’. Never one to shy away from a new challenge, Rachael’s natural ability to communicate and engage at all levels coupled with her leadership capability makes her a ‘go-to’ person when you simply need to know it’s going to get done properly, on time and with everyone on the journey fully engaged and informed."
Ready to finally gain that freedom you envisaged when you first became an entrepreneur?
You’re doing too much in your business. It’s time to pull back and actually experience the space and peace that thoughtfully designed processes and simple softwares and automations can give you.
Yep, I said that you get to do LESS. It’ll be great.
We show up to take that weight of responsibility you’ve been carrying on your shoulders and help you create a business that can actually function and generate revenue without your constant presence.
What we don’t do is tell you how to run your business. You already know how to do that. We collaborate with you to provide alternative solutions in our area of expertise, operations and team management, to help you reach your business goals.
We are SO passionate in what we do, we KNOW the incredible transformation our services provide and we can’t wait for you to see it too.
Are you ready to finally step into the role of leading your company, not constantly ticking off a huge list of things to do?
HERE’S HOW TO WORK WITH US
Operations Support Call
£247
Feeling like your business is running you (instead of the other way around)?
You’re constantly firefighting, drowning in Slack messages, and losing hours to admin that shouldn’t even be on your plate. You’re ready to feel in control again — but you don’t have the time (or energy) to figure it all out alone.
The Operations Support Call is a 90-minute session designed to untangle your biggest operational headache — whether that’s streamlining your onboarding, fixing your team communication chaos, or finally getting your workflows under control.
This isn’t fluffy advice. It’s laser-focused support with real solutions — so you walk away knowing exactly what to do next (and how to do it). Zero fluff. Maximum clarity.
- Led by our Ops Manager Becky — the behind-the-scenes genius who turns chaos into calm.
- Includes a full post-call summary, session recording, and tailored recommendations you can implement straight away.
- Optional add-on: post-call messaging support to help you action your plan.
Ready to stop firefighting and start leading?
Operations Consultancy
From £750
“We don’t need to burn it all down… we just need it to work.”
Your backend feels like a jumble of tools, tasks, and team questions — and it’s draining your time, energy, and capacity to lead. You know something needs to change, but you don’t have the bandwidth to start from scratch.
Operations Consultancy is flexible, expert-led support to help you streamline the messy middle — one process, one workflow, one bottleneck at a time.
Whether you need to untangle your onboarding, fix client delivery, audit your team setup, or make ClickUp (or any tool) actually useful — we’ll meet you where you are and help you build operational systems that make running your business easier, not heavier.
- Use your hours however you need — from full audits, to process redesign, to 1-hour quick wins.
- Packages start from just £750, with 10-hour and 20-hour bundles available.
- No retainer, no fluff — just strategic, practical support that adapts to your business.
It’s like having an Operations Director in your back pocket — minus the full-time hire.
ClickUp Build
From £7,500
You can’t scale chaos — but you can systemise it.
You built your business for freedom — to lead, to grow, to make a bigger impact. But instead, you’re stuck in the engine room of your own business. Juggling delivery, chasing updates, micromanaging your team, and mentally tracking every project from memory (and your overflowing inbox). The business is growing, but your systems aren’t keeping up — they’re holding you back.
The ClickUp Build is our premium done-for-you service that gets your operations out of your head and into a system that your team can actually run — without relying on you for every decision, deadline, or deliverable.
We map out, build, automate, and document every key process — client delivery, team management, onboarding, internal ops — all inside a beautiful, strategic ClickUp hub. So you can finally delegate with confidence, focus on growth, and stop working evenings just to stay afloat.
- Tailored to your goals, work style, and team — no copy-paste templates here
- Includes strategy, tech build, documentation, and team training and support for adoption
- Delivered in 8 weeks. Starting from £7,500 with payment plans available.
Growth becomes possible when your operations are built to support it. This is how.
We are all about making this as accessible as possible for you, so payment plans and payment in USD options are also available.
Click here to book your free, no pressure call and receive your custom proposal
We have a relentless commitment to delivering you the best client experience, so there are a few things you need to know about our services:
• Our services have high resource requirements; we are dedicated to transforming the way you work like nothing ever before so you can realise your dream business and life. Because of this, we are really limited in the number we take on and are usually booked 6-8 weeks in advance.
• You may not know the right service for your business – most clients don’t when they first get in touch with us. That’s more than ok, book a call here and we can get to know you business better on our discovery call and provide you with a recommendation.
• We won’t be the right fit for everyone and we only work with businesses that are in a place to truly benefit from our services. We therefore have a short enquiry form where we ask everyone interested in our services to complete so we can get to know you and your business better before we decide whether to enter into a partnership together.
We’re here to help you reclaim that entrepreneurship dream
Because it is possible for:
• You to run a successful business that allows you to have a personal life, time freedom and love what you do
• Your day-to-day operations to run seamlessly without the constant need to firefight
• You to have a structure in place that actually allows you to work smarter and not harder
• To have a high performing team that can do things on time and to quality standards without micromanaging
• You to enjoy running your business again
We operate a bespoke 3 step process for our consultancy, with an additional 2 steps if you have selected a service that includes implementation
1.
Audit – we observe and review your current operations to identify where the opportunities are to optimise them
2.
Strategise – we deep-dive with you into your business objectives, your metrics (don’t worry if you don’t have these!) to understand where the business is going and therefore, how best to design your processes, tech stack and operational structure to get you there
2.
3.
Design – We design solutions with you to facilitate ease, efficiency and risk management in your business’s day-to-day, presented to you in visual flow charts
4.
Implement – with your newly optimised business processes signed off by you, we get to work actually building them out in the relevant tech tools and project management system (implementation services only)
4.
5.
Document – to ensure absolute clarity on process and policy for you and your team, we document in a suite of Standard Operating Procedures (implementation services only)
Pavlos Sideris
"From the start Team RG showed an impressive understanding of our business - something we rarely encounter. We were amazed at how quickly they grasped what we do, which gave us confidence that we were in the right hands. The team has been super organised and thorough with feedback, questions, and adjustments. It's clear they genuinely understand our processes and needs, which makes all the difference."
Izabella Gorré
"Working with Rachael was like entering into a dream as it allowed me to focus on my zone of genius and release the rest over to her as my business manager. Rachael continually exceeded my expectations throughout our time working together from the attention to detail on all things that have ever been delivered to me, the devotion she had to supporting me to how dependable she was with all aspects of my business. Rachael has supported me in scaling my business from a place of overflow by making sure that our systems were in place to do so in a way you will only be able to understand once you have experienced her for yourself. She has been beyond a blessing to my life & business!"
Ayse Caglayan
"Working with Rachael & her team has been a true dream. She was able to look at my business from a birdseye view, question the way we were doing things and instantly spot inefficiencies that were costing us so much time (and money). If you're a business owner looking to seriously scale, take back control of your time and operate as a true CEO, you need Rachael's support!"
Tessa Mac
"I loved that I lacked literally any systems experience and was worried that I wouldn’t know what to tell her, but it’s like she read my mind and knew EXACTLY what to do. Now I have systems that create organization and structure and I feel clarity, ease and relief - I’m looking forward to working with her long-term in the near future!"
Karin Conroy
"Before working with Team RG, my day-to-day can only be described as chaotic. Now it feels so easy and our operations are so clear and streamlined. We have seen a reduction in time taken to perform basic administrative tasks, transparency of the status of tasks across the team and our client communication and management is a lot clearer. I'm convinced this will be a huge boost overall to my brand and reputation since it will be so much easier for clients to work with us and get what they need."
Simon Polmear
"Rachael is a particularly well-organised individual with a knack for understanding complex business process and dependencies across a range of disciplines. Rachael has, and continues to be a source of invaluable counsel and support through her ability to critically analyse and ask ‘why?’. Never one to shy away from a new challenge, Rachael’s natural ability to communicate and engage at all levels coupled with her leadership capability makes her a ‘go-to’ person when you simply need to know it’s going to get done properly, on time and with everyone on the journey fully engaged and informed."
Pavlos Sideris
"From the start Team RG showed an impressive understanding of our business - something we rarely encounter. We were amazed at how quickly they grasped what we do, which gave us confidence that we were in the right hands. The team has been super organised and thorough with feedback, questions, and adjustments. It's clear they genuinely understand our processes and needs, which makes all the difference."
Izabella Gorré
"Working with Rachael was like entering into a dream as it allowed me to focus on my zone of genius and release the rest over to her as my business manager. Rachael continually exceeded my expectations throughout our time working together from the attention to detail on all things that have ever been delivered to me, the devotion she had to supporting me to how dependable she was with all aspects of my business. Rachael has supported me in scaling my business from a place of overflow by making sure that our systems were in place to do so in a way you will only be able to understand once you have experienced her for yourself. She has been beyond a blessing to my life & business!"
Ayse Caglayan
"Working with Rachael & her team has been a true dream. She was able to look at my business from a birdseye view, question the way we were doing things and instantly spot inefficiencies that were costing us so much time (and money). If you're a business owner looking to seriously scale, take back control of your time and operate as a true CEO, you need Rachael's support!"
Tessa Mac
"I loved that I lacked literally any systems experience and was worried that I wouldn’t know what to tell her, but it’s like she read my mind and knew EXACTLY what to do. Now I have systems that create organization and structure and I feel clarity, ease and relief - I’m looking forward to working with her long-term in the near future!"
Karin Conroy
"Before working with Team RG, my day-to-day can only be described as chaotic. Now it feels so easy and our operations are so clear and streamlined. We have seen a reduction in time taken to perform basic administrative tasks, transparency of the status of tasks across the team and our client communication and management is a lot clearer. I'm convinced this will be a huge boost overall to my brand and reputation since it will be so much easier for clients to work with us and get what they need."
Simon Polmear
"Rachael is a particularly well-organised individual with a knack for understanding complex business process and dependencies across a range of disciplines. Rachael has, and continues to be a source of invaluable counsel and support through her ability to critically analyse and ask ‘why?’. Never one to shy away from a new challenge, Rachael’s natural ability to communicate and engage at all levels coupled with her leadership capability makes her a ‘go-to’ person when you simply need to know it’s going to get done properly, on time and with everyone on the journey fully engaged and informed."
Sound too good to be true? Our previous clients started exactly where you are now.
They were working SO hard, doing all the things and were afraid that they were never going to be able to get out of their overwork and overwhelm loop.
Instead, bringing in operational experts has turned into the kind of success and freedom they thought was a fast-fading dream.
Book your, free, no pressure, call here to see how we can support you and receive your custom proposal