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Paperwork, Systems & Processes Training + 4 Tools & Templates Bundle
The replay of the live training I did on managing your paperwork, systems and processes in your cake business without a CRM system.
Running time: 78 minutes.
In the session I teach you exactly how to manage your orders and enquiries without overwhelm and I show you how to use FREE tools that are easily available to you really cleverly to keep on top of your paperwork and admin.
Here’s what some of the people who watched live said:
“Even though I feel I have good systems and forms in place for my business Kate always comes out with more for me to learn and utilise in my business. I always leave a live feeling more motivated, she knows how to make business especially admin easier.” - Claire - Lily Rose Cakes
“The workshop was super insightful and full of top tips! Admin takes so much time and is something that's usually left behind, but you showed how having really simple systems in place can save us time, money and stay on top of tasks and enquiries.” - Katerina - Floc
“The session was so packed with content,. I got so much out of it & will be so useful!” - Paget - Scholars Cakes
As part of the bundle you will also receive:
An enquiry tracking Trello board template all set up ready for you to use
An inital enquiry form template that you can edit and brand up to your business
An order form template that you can edit and brand up to your business
A conversion rate tracking spreadsheet - so you can track the real stats in your business
You will receive a PDF file digitally once the order is placed. The download link expires in 24 hours so please download the file to your own computer once it comes through. The links to all of the products are on the PDF file. Please note that you will need to create a FREE Trello account to use the Trello template and the spreadsheet has been created on Microsoft Excel, so I can’t provide any guarantee they will work seamlessly on other platforms that may say they are compatible with Excel files, so please bear this in mind before purchasing.
Please save a copy of the files to your computer so you can use and edit them yourself.
Please do not share the links to these products with anyone else. They are only for sole use by yourself. They are not to be replicated and sold as your own.
There are NO REFUNDS once this has been purchased as it is an instant download.
The price is inclusive of any VAT.
The replay of the live training I did on managing your paperwork, systems and processes in your cake business without a CRM system.
Running time: 78 minutes.
In the session I teach you exactly how to manage your orders and enquiries without overwhelm and I show you how to use FREE tools that are easily available to you really cleverly to keep on top of your paperwork and admin.
Here’s what some of the people who watched live said:
“Even though I feel I have good systems and forms in place for my business Kate always comes out with more for me to learn and utilise in my business. I always leave a live feeling more motivated, she knows how to make business especially admin easier.” - Claire - Lily Rose Cakes
“The workshop was super insightful and full of top tips! Admin takes so much time and is something that's usually left behind, but you showed how having really simple systems in place can save us time, money and stay on top of tasks and enquiries.” - Katerina - Floc
“The session was so packed with content,. I got so much out of it & will be so useful!” - Paget - Scholars Cakes
As part of the bundle you will also receive:
An enquiry tracking Trello board template all set up ready for you to use
An inital enquiry form template that you can edit and brand up to your business
An order form template that you can edit and brand up to your business
A conversion rate tracking spreadsheet - so you can track the real stats in your business
You will receive a PDF file digitally once the order is placed. The download link expires in 24 hours so please download the file to your own computer once it comes through. The links to all of the products are on the PDF file. Please note that you will need to create a FREE Trello account to use the Trello template and the spreadsheet has been created on Microsoft Excel, so I can’t provide any guarantee they will work seamlessly on other platforms that may say they are compatible with Excel files, so please bear this in mind before purchasing.
Please save a copy of the files to your computer so you can use and edit them yourself.
Please do not share the links to these products with anyone else. They are only for sole use by yourself. They are not to be replicated and sold as your own.
There are NO REFUNDS once this has been purchased as it is an instant download.
The price is inclusive of any VAT.

