The business

A Hand to Help is a team of Professional Organisers who provide genuine organising solutions for your home and your unique way of living. A Hand to Help specialises in home organisation, home sorting, decluttering, downsizing and moving assistance.

The challenge

The business relied on manual processes for administration and customer engagement, resulting in inefficiencies and a significant administrative burden. Appointments were recorded in a physical diary, with staff manually managing bookings, reminders, and client communications. Documentation was created and maintained by hand, consuming valuable staff time and impacting overall efficiency.

The solution

Process Culture implemented a tailored CRM solution that streamlined and automated the business’s core processes.

Appointment scheduling was moved online with automated confirmations and reminders, eliminating the need for manual text messaging. Key documents are now generated using dynamic templates that auto-update with client information, saving time and ensuring consistency.

These improvements significantly reduced administrative workload, allowing staff to focus on high-value tasks and ultimately providing a smoother, more professional customer experience.

The results

• The ability to hire a Sales person to focus specifically on client calls, which in turn has led to much better lead follow up and conversion. 

• Clear visibility and regular monitoring of the sales pipeline. A Hand to Help now know who to follow up and when, and what the key next steps are to get a deal closed.

• A unified scheduling and diary system for client bookings, which allows everyone to have visibility over appointments and avoids the sending of unnecessary text messages back and forth. This has resulted in enormous time savings for team members. 

• The team can now focus on what they are good at doing and not be bogged down in admin. 

• Process Culture’s sales automation integration has given A Hand to Help the infrastructure to scale the business and the ability to employ more staff as and when work expands.