The Process

Simple to start.
Built to last.

Working with Set & Scale is designed to feel simple and straightforward from day one. Here is exactly what happens, from your first call to ongoing support.

Free 30-minute discovery call No long-term contracts required Up and running within two weeks
Getting Started

From first contact
to fully supported

Five straightforward steps. No lengthy procurement process, no complex onboarding overhead.

01
First Contact

Book a free discovery call

30 minutes. No pitch, no pressure. We talk through where your business is right now, what is getting in the way and what kind of support would actually help. You leave with clarity, whether we work together or not.

30 minutes Free No commitment
02
Within 48 Hours

We send a clear proposal

Based on the call, we put together a focused proposal covering scope, services, structure and investment. Nothing generic. It is written specifically for your situation and what we discussed.

Tailored to your situation Clear scope and pricing No surprises
03
Week 1

Onboarding and access setup

Once you confirm, we start immediately. We collect access to the tools and systems we need, run a structured review of how your business currently operates and map out the priority areas to tackle first.

Tool access setup Operational review Priority mapping
04
Week 2 Onwards

Hands-on delivery begins

We get into the work. Inbox, admin, coordination, systems, automations, websites, whatever your scope covers. You start seeing things move without needing to manage every detail yourself.

Fully operational Regular check-ins Clear reporting
05
Ongoing

Review, improve, scale

We run regular reviews to assess what is working, what has changed in the business and where to focus next. The support evolves as you grow. We handle the tasks and think ahead with you at the same time.

Monthly reviews Scope can grow with you Always one step ahead
How We Work

The four phases
behind everything we do

Once we are in, this is the framework we apply across all operational work.

01

Review

We start by understanding the current state before touching anything. What exists, what is broken, what is missing and what is just noisy.

  • Tool and systems audit
  • Task and workflow mapping
  • Team structure review
  • Pain point prioritisation
02

Organise

We bring structure to the things that are tangled. Clear owners, clean workflows, consistent tracking and a way of working that makes sense.

  • Responsibilities clarified
  • Workflows cleaned up
  • Priorities set and tracked
  • Communication structure improved
03

Support

Hands-on execution. This is the day-to-day delivery that keeps the business moving so you can focus on the work only you can do.

  • Inbox and admin management
  • Client and team coordination
  • Project and task tracking
  • Reporting and follow-ups
04

Improve

As the business grows, we look for what can be automated, documented and made more resilient. We build systems that make the business easier to run over time.

  • Automation of repetitive tasks
  • SOP and process documentation
  • CRM and tool optimisation
  • Systems built to scale
What to Expect

Your first 30 days

Here is a realistic picture of what the first month looks like when you work with Set & Scale.

D1
Day 1
Discovery Call
We talk through your situation, priorities and what good support looks like for you
W1
Days 2–5
Proposal & Kickoff
Proposal sent, agreement confirmed, access collected and onboarding review begins
W2
Week 2
Delivery Starts
Hands-on work begins. First tasks moving, systems being cleaned up, structure taking shape
M1
Day 30
First Review
We review what has been done, what is working well and what to focus on in the next phase
Good to Know

A few things worth
saying clearly

No long-term lock-in

We work on rolling monthly arrangements. No 6-month minimum contracts or hidden cancellation terms. We earn your continued business by doing good work.

One point of contact

You work directly with Tiffiny and Simon, not a rotating team of junior staff. The people who run the calls are the people who do the work.

Built around your business

The scope is shaped around what you actually need, not a fixed package that may or may not fit. We adjust as your priorities change.

Confidential by default

Everything we see and handle in your business stays in your business. We operate with the discretion of a senior internal hire, not an external vendor.

Fast to start

Most clients are fully onboarded and operational within two weeks of confirming. We do not have a six-week ramp-up period or a lengthy intake process.

Operations thinking, not just tasks

We bring 25 combined years of operational leadership to the work. Every task we do is part of a bigger picture view of making your business easier to run.

Ready to Start?

Book your free
discovery call

30 minutes. No commitment. We talk through where you are, what is getting in the way and whether Set & Scale is the right fit.