First paid offer

Property Follow-Up Fix

A practical £750 fixed-fee setup for lettings and property management teams who need clearer repair follow-up, task ownership, workflow visibility or shared file organisation.

Repairs first. Workflows and files where they affect follow-up. No CRM replacement, no software sales pitch and no outsourced admin.

£750 fixed fee Repair follow-up Task ownership Workflow visibility File organisation No CRM replacement
Founder price
Follow-up ownership, mapped and tightened.
£750 fixed fee

A practical setup that gives your team a clearer view of repair status, next actions, contractor chasing, task ownership and where supporting documents should live.

1Map the current repair, task and follow-up path.
2Create simple ownership, chasing, update and filing rules.
3Hand over templates, tracker structure and a clear daily process.
What it covers

One practical setup for the messy middle of property management.

The offer still starts with repair follow-up because that is usually the most visible pressure. The wider fix is making the next step, owner, workflow and supporting file route easier to see.

01

Repair Follow-Up

For repairs that are logged, but still go stale because the next step, owner, contractor chase or tenant update is unclear.

  • Repair status and next action.
  • Contractor chase rhythm.
  • Landlord and tenant update points.
02

Workflow & Task Setup

For teams using inboxes, spreadsheets, portals, CRMs or simple boards but still relying on memory to keep work moving.

  • Task ownership rules.
  • Due date and chase views.
  • Simple board or tracker recommendations.
03

File & Document Organisation

For messy SharePoint, OneDrive or shared folders where approvals, invoices, photos or repair records are hard to find.

  • Folder structure recommendations.
  • File naming and filing rules.
  • Missing document or overdue item tracker.
What it fixes

Not a full business rebuild. A clearer working system for the things that keep slipping.

The focus is the practical gap between work being recorded somewhere and someone clearly owning what happens next.

01

Unclear repair status

Make it clearer which repairs are new, waiting, chased, updated, completed or stuck.

02

Contractor chasing gaps

Define when contractors should be chased for ETAs, completion notes, photos and next actions.

03

Tenant and landlord update pressure

Create clearer points for acknowledgements, approvals, delays, costs and close-out updates.

04

Shared inbox confusion

Reduce the risk of messages sitting unseen because everyone assumes someone else has picked them up.

05

Task ownership gaps

Make the owner, next step and chase date easier to see on a board, spreadsheet or existing task view.

06

Files hard to find

Clarify where photos, invoices, approvals, contractor notes and key documents should be stored and named.

What is included

A practical set of materials your team can actually use.

The scope is deliberately controlled. It is broad enough to cover repairs, tasks and files, but not so broad that it turns into an open-ended software project.

Repair follow-up process mapPlain-English view of how repair follow-up currently moves.
Simple tracker or boardView of repair status, owner, next step and chase date.
Contractor chase templatesSimple wording for ETA, completion and photo follow-up.
Tenant update templatesClear update wording for common repair stages.
Landlord update templatesApproval, cost, delay and completion update wording.
Next-step ownership rulesBasic rules for who owns what after a repair, task or document request appears.
Overdue follow-up promptsSimple chase rhythm so work does not rely on memory.
30-minute handover callWalkthrough so the process is clear enough to use daily.
Workflow or task board setupWhere suitable, structure for a simple board, spreadsheet or task view.
Tool-view recommendationsSimple Asana, spreadsheet or CRM task-view suggestions where relevant.
Folder structure recommendationsPractical SharePoint, OneDrive or shared-drive filing structure suggestions.
File naming and filing rulesBasic rules for photos, invoices, approvals, records and handover files.
Missing document trackerA simple tracker for documents, evidence, approvals or overdue items.
Handover guideClear notes for repair, workflow and file ownership after the setup.
Shared inbox ownershipBasic rules for who picks up, labels, assigns or chases messages.
Scope note for future workSeparates the £750 setup from any deeper implementation needed later.

Important scope note

The £750 fix can include practical setup and recommendations around boards, trackers and file structure. Deep software configuration, large file migrations, CRM rebuilds or a full SharePoint implementation would need to be scoped separately.

Before and after workflow

The fix is clearer ownership, not more confusion dressed up as automation.

Before

  • Repair messages arrive through different routes.
  • Contractor chasing depends on individual habits.
  • Task ownership sits in inboxes, memory or scattered spreadsheets.
  • Approvals, photos and invoices are not always filed consistently.
  • Staff are not always clear who owns the next step.

After

  • Each live item has a clearer status, owner and next action.
  • Contractor chasing has a simple rhythm.
  • Landlord and tenant update points are defined.
  • Boards, trackers or existing task views are easier to use.
  • Supporting files have clearer naming and filing rules.
Sample deliverables

What the paid fix can create.

These are illustrative examples until real client materials exist. They show the type of practical output, not fake case studies.

Workflow map

Repair follow-up map

A simple visual map from repair report to contractor chase, landlord update, tenant update and close-out.

Tracker

Tracker or task board

A practical structure for status, owner, next step, chase date, due date and update notes.

Templates

Update and chase templates

Reusable wording for contractor chases, tenant updates and landlord approval or delay messages.

Files

File and folder rules

A simple structure for where approvals, invoices, photos, repair records and handover documents should live.

Missing docs

Missing document tracker

A simple view of what is missing, who owns it, when it was requested and what needs chasing next.

Handover

Handover guide

Plain-English notes so the team understands the repair, workflow and file ownership process after setup.

Founder price

£750 fixed fee

£750 one-off founder price for this first version of the offer
Scope clarity

What the £750 covers.

This covers the setup of clearer follow-up rules, tracker or board structure, templates, filing rules where relevant, and a short handover. It is designed as a practical first fix, not a deep software implementation.

  • Starts with repair follow-up, contractor chasing and landlord or tenant updates.
  • Adds task ownership and workflow visibility where that is part of the problem.
  • Can include simple SharePoint, OneDrive or shared-drive filing recommendations.
  • Built around your current tools where practical.
  • Designed to be clear enough for daily use by property management staff.
What is excluded

Clear exclusions so the job does not turn into a messy open-ended project.

This protects both sides. The offer is practical and controlled on purpose.

No CRM replacement

This is not a full CRM migration, property portal rebuild or database replacement.

No Fixflo implementation claim

If your team already uses Fixflo or another portal, the work can clarify the follow-up process around it. It is not a partner implementation service.

No SharePoint specialist claim

The offer can cover practical folder structure and filing rules. It is not a full Microsoft 365 or SharePoint consultancy project.

No legal or compliance advice

This does not include tenancy, compliance, repair liability or legal advice.

No call answering or outsourced admin

This is not a virtual assistant, call centre, staffed helpdesk or day-to-day admin service.

No broad AI automation pitch

The starting point is making the repair, task and file process clear before any automation is discussed.

FAQ

Questions before paying for the Property Follow-Up Fix.

The offer should be clear before anyone buys it.

Is the price visible?

Yes. The founder price is £750 fixed fee for the first version of the Property Follow-Up Fix.

Do you replace our CRM?

No. The fix works around your current tools where practical. It does not start with replacing your CRM or portal.

Is this software implementation?

No. The £750 setup can include simple boards, trackers and tool-view recommendations. Deep software configuration would need separate scope.

Can you help if we use Fixflo?

Yes, at the process level. I can help clarify ownership, chasing and update points around your maintenance route. I do not claim to implement Fixflo.

Can you help with SharePoint or OneDrive?

Yes, at a practical folder structure, naming rule and filing ownership level. This is not a full SharePoint consultancy or document migration.

Is this a full operations audit?

No. It is a focused setup around repair follow-up, task ownership, workflow visibility and file organisation where relevant.

What happens after the fix?

You get the process map, tracker or board structure, templates, ownership rules, filing guidance where relevant and a handover. Monthly support would be separate.

Can I request the free note first?

Yes. The free 3-Point Property Follow-Up Note is the lower-risk first step if you want a quick view before discussing paid work.

Who is this best for?

Independent lettings agencies and property management teams that already feel follow-up pressure across repairs, tasks, shared inboxes or property files.

Next step

Tighten the follow-up before it turns into more chasing.

Ask about the £750 Property Follow-Up Fix or start with the free 3-point note if you want the lower-risk first step.

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