Discovery session and monthly coaching engagements that do not steal billable hours for admin.
Your workflow
From discovery session to monthly coaching, the week runs the same whether you opened BM-360 on a desktop or a phone.
Strategy sessions, retainers, and growth packages for owner-operators. BM-360 is business coach practice software, client billing, and job tracking. Jobs such as discovery session live in a price book you can quote from at the desk or on site.
Quote, book and message from whichever device is in reach. Desktop is where you lay out the price book; the phone can still change a line when you are not at the computer.
You are not starting from a blank page. Discovery session, monthly coaching, strategy workshop, and business review. Priced from the rates you set once. The book also covers strategy & planning, operations improvement, coaching & workshops, and project engagements.
Your week
The work is fine. Knowing who owes what, and what's still open, is the weekly leak.
Discovery session is "on the books". Monthly coaching was a verbal yes. Nothing is in one place.
Enquiry or form in. Quote from the book. Client on the list. Invoice when you said you would.
Business coach / consultant can answer "how's the pipeline?" without opening twelve folders.
Here's what your customers see
Request proposal
Fixed prices on common jobs, quote after a visit for bigger work.
Tax, BAS, and advisory packages for sole traders and small companies. Fixed fees with optional retainers.
Monthly bookkeeping and catch-up work with clear package or hourly pricing.
Fixed-fee legal packages for common SME and personal matters, with inspect-first for complex work.
Advice packages for retirement, investments, and personal wealth planning.
Monthly retainer. 10 hours and monthly retainer. 20 hours. Look like a firm, not a messy inbox.