Foundations Strategy Call
To help you to get clear on what's really holding your business back and what to focus on next.
Clarity on what is holding your business back
This one hour strategy call is for people who are good at what they do, but feel their business is being held together by memory, inboxes and effort rather than clear foundations.
If things feel heavier or more complicated than they should behind the scenes, this call gives you space to pause and look at what’s really going on.
During our session, we’ll take a calm, practical look at your business foundations. We’ll review what you already have in place, identify where things feel unclear or fragile, and highlight the gaps that are creating unnecessary mental load.
The focus is not on fixing everything at once.
It’s on understanding what needs to be in place so your business can feel steadier and easier to manage.
This call often becomes the starting point for deeper foundations work, including Roadmap to Revenue Foundations, for those who want structured one to one support beyond this session.
What we can work through in the session
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Depending on where you are right now, this call might include support with:
Getting clear on the basics
- clarifying your offer and how you talk about it
- identifying what actually needs your attention right now
Putting structure around sales and marketing
- simplifying your marketing activity
- structuring your sales process and follow up so nothing is held in your head
Choosing and using the right tools
- making sense of HubSpot and CRM foundations
- using tools like LinkedIn or ChatGPT in a practical, supportive way
- deciding what automation is helpful and what can wait
Reducing mental load
- untangling overwhelm
- refocusing your time and energy
Creating a calmer way of working that you can sustain
What's Included:
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✔️ A 60-minute 1:1 consultancy session via Zoom
✔️ A tailored action plan based on your problem/challenge
✔️ Practical, no-fluff advice rooted in strategy and structure
✔️ A recording of our session (if you'd like it)
Here’s how it works:
£99ph
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Step 1: Book your call
Choose a time that works for you using the link below.Step 2: Share a few details
You'll answer a short pre-call form so we can focus on what matters most to you.Step 3: Get expert eyes on your business
We meet on Zoom for a focused, 60-minute session. You'll leave with practical next steps aligned to your goals.
Still trying to hold it all together on your own?
When the foundations of a business aren’t clear, even capable people can start to feel unsettled.
Things work, but only just.
Decisions take longer than they should.
You keep a lot in your head because there isn’t anywhere else for it to live.
And over time, the mental load starts to build.
This call isn’t about fixing everything or rushing ahead.
It’s about stepping back, putting some order in place, and making sure your business is being held on solid foundations rather than memory, effort and guesswork.
So the work you’re already doing can feel steadier, clearer and easier to manage.
After the session, you can expect:
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a clear view of how your business is currently being held behind the scenes
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an understanding of which foundations are already in place and which ones need strengthening
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clarity on what is creating unnecessary mental load or friction in your day to day work
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realistic priorities so you know what to focus on next, and what can wait
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practical guidance that helps your business feel steadier rather than more complicated
In one focused hour, you’ll leave with clarity about your foundations and a calmer sense of direction.
"What Our Clients Say About Working With Me"
"Real Stories of Success: Discover How We’ve Helped Business Owners Streamline Processes, Save Time, and Achieve Growth with HubSpot."
Jose has worked with us at Humber HR People to support and advise on our sales and marketing plans, particularly Hubspot. She is knowledgeable, efficient and a pleasure to work with. Jose has made a real difference in a very short space of time, and I hope we can continue to work with her in the future. Highly recommended.
Thanks to Jose for setting me up with HubSpot and compiling my email list.
Today’s the first day so I’m just finding my way around it but Jose has reassured me that she’s only a call away til I get up and running.
All of the communication has been slick and timely, your relaxed way of sharing information has been right at my level, thank you
Jose has supported me with the implementation of a CRM system to enable me to grow my own 'owned' data outside of social media. Jose is very task focused, gets on with the job and works at pace. She knows her stuff when it comes to building an outbound strategy and has been really helpful. Thanks Jose!
"Working with Jose has been effortless. Her calm, clear, and friendly approach made sales feel refreshing and un-pushy, which was a huge relief for me as a novice. We learned how to get better leads, develop a strong pipeline, and implement a clear sales and marketing strategy. Jose provided invaluable tools and takeaways that set us on the path to growth, attracting the clients we desire. Her passion and professionalism made our weekly meetings enjoyable and insightful. I highly recommend Jose to anyone looking to grow their business and improve their sales process."
As a business owner I am pleased to have had the opportunity to work with.
Jose introduced us to the world of sales and marketing in such an accessible way that it immediately made a positive impact on our business.
Jose helped us to put all elements for sales and marketing together and made it relevant to our sector. I whole-heartedly recommend Jose as a sales and marketing coach and cannot wait to work with her again soon.
Where do I start?! I've been blown away by Jose's knowledge during my Sales & Marketing sessions with her, it's been an absolute game changer for me.
I've gradually picked up terminology and learned elements about sales & marketing over the years but Jose has been able to explain the concepts in a way that made me truly understand them.
I've seen big changes already in my progress after starting to implement the plan we created and I'm looking forward to learning more!