Our Services

Helping trade businesses build smarter systems, stronger processes and better businesses.

Whether you need a one-off operational review, help documenting your business or ongoing strategic support, our consultancy services are designed to improve efficiency, consistency and profitability.

Trade Systems Consultancy is not generic business consultancy. TSC focuses on operational excellence, process improvement, systems development, lean thinking, continuous improvement, CRM optimisation and practical trade business consultancy.

Book Your Operational Health Check View Partnership Plans

Operational ExcellenceClearer control of how work moves

Process ImprovementLess waste, fewer repeat problems

CRM OptimisationBetter workflows, data and reporting

Trade Business FocusBuilt for service teams, not theory

Featured service

Business Operational Health Check

The Business Operational Health Check is the starting point for most clients. It gives you an independent view of how the business currently works and what needs attention first.

Fixed price review

£395

We take an in-depth look at how your business operates, identifying strengths, weaknesses, inefficiencies and opportunities for improvement before providing a prioritised roadmap for growth.

Ideal for businesses that want an independent assessment before investing in operational improvements.

Book Your Operational Health Check

Discovery Questionnaire

Discovery Meeting

Business Systems Review

Process Review

Customer Journey Assessment

CRM Review

Operational Assessment

Management Review

Written Operational Health Report

Prioritised Improvement Roadmap

Our partnerships

Operational Partnership Plans

Our Partnership Plans provide ongoing strategic support to help your business continually improve. Plans are available on either 6-month or 12-month agreements. Travel expenses for on-site visits are charged separately.

Foundation Partnership

£495 per month

Helping you build solid foundations.

Ideal for businesses wanting regular guidance, accountability and expert operational advice.

Monthly 2-hour Teams strategy meeting
Unlimited telephone support
Unlimited email support
Monthly action tracking
Operational advice
Process reviews
CRM guidance
KPI review
Improvement recommendations
Priority access to consultancy projects

Best suited for businesses looking for an experienced operational advisor without regular site visits.

Standardise Partnership

£995 per month

Creating consistency throughout your business.

Everything included in Foundation, plus practical documentation and process support.

1 Half-Day on-site consultancy visit on a 6-month agreement
2 Half-Day on-site consultancy visits on a 12-month agreement
Process mapping
Workflow design
Standard Operating Procedures
Policy development
Forms and templates
Customer journey improvements
Team accountability support

Best suited for businesses ready to document their processes and improve consistency across the team.

Optimise Partnership

£1,495 per month

Improving efficiency through continuous improvement.

Everything included in Standardise, plus deeper performance and reporting support.

1 Full-Day consultancy visit on a 6-month agreement
2 Full-Day consultancy visits on a 12-month agreement
Lean process improvement
90-day priority planning
KPI development
Business performance reporting
Commusoft optimisation
Management reporting
Director accountability
Quarterly performance reviews
Executive improvement recommendations

Best suited for businesses committed to improving operational performance through structured continuous improvement.

Scale Partnership

£1,995 per month

A strategic partnership for ambitious businesses.

Everything included in Optimise, plus senior operational support for longer-term growth.

2 Full-Day consultancy visits on a 6-month agreement
4 Full-Day consultancy visits on a 12-month agreement
Quarterly strategic business reviews
Leadership mentoring
Annual business planning
Growth strategy support
Department performance reviews
Priority response times
Strategic operational guidance

Best suited for established businesses looking for an experienced operational partner to support long-term growth.

Compare plans

Choose the level of support that matches the stage of the business.

The Health Check will usually confirm which level of support makes the most sense before you commit to an ongoing plan.

Feature	Foundation	Standardise	Optimise	Scale
Monthly Teams strategy meeting	2 hours	2 hours	2 hours	2 hours
Telephone and email support	Unlimited	Unlimited	Unlimited	Unlimited
Monthly action tracking	Included	Included	Included	Included
On-site consultancy visits	Not included	Half-day visits	Full-day visits	Additional full-day visits
Process mapping and workflow design	Review and guidance	Included	Included	Included
SOPs, forms and templates	Quoted separately	Included	Included	Included
KPI and performance support	KPI review	KPI review	KPI development and reporting	Department and strategic reviews
Lean improvement	Advice	Process support	Included	Included
Commusoft and CRM optimisation	Guidance	Workflow support	Included	Included
Strategic planning	Improvement recommendations	Operational priorities	90-day priority planning	Annual planning and growth support
Priority support	Project priority access	Project priority access	Project priority access	Priority response times

Standalone consultancy services

Targeted projects for specific operational problems.

Not every business requires an ongoing partnership. Trade Systems Consultancy also delivers standalone consultancy projects tailored to your individual requirements. Pricing is provided following an initial consultation or Operational Health Check.

Process Mapping

Visualise how work flows through your business and identify bottlenecks, duplication and inefficiencies.

Standard Operating Procedures

Create clear, easy-to-follow instructions that improve consistency and reduce reliance on key individuals.

Company Operations Manuals

A professionally structured manual containing the policies, procedures and operational standards that support your business.

CRM Optimisation

Improve the way you use Commusoft and other CRM platforms through better workflows, reporting and operational structure.

Customer Journey Design

Review and improve every stage of the customer experience from initial enquiry through to aftercare.

Workflow Design

Simplify day-to-day operations by removing unnecessary steps and creating efficient workflows.

Policy & Procedure Development

Professional business documentation written specifically for your organisation.

KPI & Performance Dashboards

Measure the information that matters and make better business decisions using meaningful performance reporting.

Lean Process Improvement

Apply Lean principles to reduce waste, improve productivity and create more efficient ways of working.

Operations Consultancy

Support for directors and management teams looking to improve business structure, communication and accountability.

Business improvement projects

Larger pieces of work can be scoped and delivered separately.

These projects are usually quoted after the Health Check, once the business priorities and level of detail are clear.

CRM implementations

Company restructures

Parts, stock and stores control

Department reviews

Process redesign

Business management systems

Operational improvement projects

Change management

Ready to build a better business?

Every successful improvement starts with understanding where your business is today.

Book an Operational Health Check and receive an independent assessment, practical recommendations and a clear roadmap for improvement.

Book Your Operational Health Check