Set Up Your One-Person Business Systems in a Weekend (Self-Paced Course)
Spend one focused weekend setting up the simple systems a one-person business runs on, so enquiries, clients, projects and money stop living in your head.
This self-paced course walks you through six sessions, about ten hours in total, using tools you probably already have: a cloud drive, a spreadsheet, an email account and a calendar. There's no expensive software to buy. By Sunday evening you'll have a business HQ, a pipeline, onboarding templates, a money system, a delivery workflow and a weekly review habit.
What's inside
- Start Here guide: a weekend timetable, a 20-minute prep checklist and your starting point
- Module 1: Your business HQ. Folder structure, naming rules, passwords and security, and one place for tasks
- Module 2: Pipeline and client tracker. Every enquiry and client in one place, each with a next action
- Module 3: Client onboarding. Templates from enquiry reply through proposal, agreement outline and welcome pack to kick-off
- Module 4: Your money system. Invoice layout, payment terms, three polite reminders, a tax pot and a monthly money hour
- Module 5: Delivery and workflow. A project template, process checklists and a template library
- Module 6: Automate and review. Three simple automations and a 30-minute weekly reset
- Final 30-day action plan
- Every module has a clear outcome, step-by-step instructions, a worked example, a checklist and a fill-in worksheet
- Bonus files: business-systems-dashboard.xlsx (clients, projects, an invoice log with days overdue, a tax pot calculator and a weekly review), onboarding-and-money-templates.docx (editable) and a complete printable course workbook
Who it's for
- Freelancers, consultants, sole traders and new limited-company directors who are good at the work but feel buried by the admin around it
- Anyone about to go full-time on their own who wants to start organised
The UK tax and legal points (such as late-payment interest and the ICO data protection fee) are general guidance, not tax or legal advice. Check your own situation with an accountant or adviser.
Format & delivery
- A ZIP download with 15 PDFs (lessons, worksheets, Start Here guide and action plan), a 32-page complete workbook, an Excel dashboard and Word templates
- Self-paced: designed for one weekend, and fine to spread over a few weeks
- Instant digital download: you get the files straight after purchase, and nothing is shipped
- Original material for your own business use. Please don't resell or redistribute it.
Common questions
What format are the files?
Word, Excel, CSV and plain text. They open in Microsoft Office, Google Docs and Sheets, or LibreOffice.
Is this legal, tax or financial advice?
No. Templates and notes are practical starting points. For contracts, tax or compliance, check with a qualified adviser.