Cath, NDIS psychologist
Self-employed contractor in the west, full client book, paper based
Details
- Pain
- Reports, invoicing and kilometres done at night from memory. Payments chased through a personal account. All in spreadsheets.
- Build
- Session capture to report (5 or 6 prompts per client profile), kilometres and billing pulled from the diary straight into Xero, invoice plus referrer follow-up email, light CRM.
- Upside
- Assessments are her money work, roughly $1,200 each and 4 or 5 a month. Same 80% template every time. She says "there are 50 of me", so one win becomes a referral channel.
- Next move
- Scope her workflow and stand it up as the first proof point.