Book Compass Session

This session is suitable for small businesses and sole traders who need clear, practical guidance on software and technology choices.

Stop guessing. Start choosing with confidence.

As a small business or sole trader, you know technology can help you grow—but the options are overwhelming, the advice is conflicting, and the costs can spiral out of control. You do not need another sales pitch or a one-size-fits-all solution. You need honest, independent advice tailored to your budget, skills, and goals.

This session is designed to cut through the noise. We will help you understand what software and tools are actually worth your time and money, what to avoid, and how to make choices that support your business without breaking the bank.

Who is this for?

  • Small business owners who want to digitise their operations but do not know where to start.
  • Sole traders who need to streamline workflows, manage finances, or improve customer interactions with the right tools.
  • Non-technical founders who feel overwhelmed by the sheer number of software options available.
  • Entrepreneurs who want to avoid costly mistakes, vendor lock-in, or unnecessary complexity.

What to Expect in 60 Minutes

  • Pre-Session (Optional): Share your current tools, pain points, or goals in advance so we can tailor the session to your needs.

The Session:

  • 15 min – Quick audit of your current setup: What are you using? What is working? What is not?
  • 30 min – Practical recommendations: We will break down the best (and worst) software options for your specific needs—whether it is accounting, project management, customer relationship management (CRM), or marketing tools. We will also flag red flags and hidden costs to watch out for.
  • 15 min – Action plan: You will leave with a clear, prioritised list of next steps, including free or low-cost tools to try, and pitfalls to avoid.
  • After the session: You will have a customised roadmap to make smarter, more confident decisions about technology for your business.

Investment: £65 per session