by Juli Forrest | Apr 20, 2026
In many cases, you do not need a CRM straight away. You need a better follow up process first. When leads go cold, quotes do not get chased, customer conversations sit in too many places, and nobody knows what should happen next, the real problem is usually not...
by Juli Forrest | Apr 2, 2026
Case Study Improving processes and understanding the data Summary ConnXess, has improved the systems and processes that supported the back office functions of FIS Loveday Ltd. Through a bespoke programme of business support, ConnXess has not only saved time and money...
by Juli Forrest | Apr 2, 2026
Case Study Freeing up time to focus on revenue generating activities Summary ConnXess, has significantly transformed the professional life of Ian Preston and IJP Consultancy. In his pursuit of efficiency, Ian considered outsourcing certain tasks to strike a balance...
by Juli Forrest | Mar 3, 2026
Most business owners do not avoid marketing because they do not care. They avoid it because it feels personal, and the idea of handing it to someone else can feel risky. Your content is not just words on a screen. It is your reputation, your tone, the way people...
by Juli Forrest | Feb 23, 2026
If you are asking this question, it is rarely because you are casually weighing up options. It is usually because something has started to creak. You are spending too much time in your inbox. Follow ups are slipping. The diary feels like a moving target. Invoicing...
by Juli Forrest | Feb 13, 2026
Outsourcing is not one size fits all and if you have ever tried it and thought this is not helping, you are not imagining it. A lot of outsourcing advice is built around a tidy idea. Hand tasks over, they get done, you get your time back. Simple. But real life is...
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