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CRM Setup UK

Free three-lesson kit for solo practitioners

Stop running your enquiries and bookings from memory

Enquiries, bookings and follow-up, organised in one simple system instead of your head, a paper diary and scattered notes. The free Enquiry-to-Booking Setup Kit shows you how in under 20 minutes.

Three short video lessons and a workbook. Under 20 minutes of video in total.

Free, no card details, unsubscribe any time. Your details are handled in line with UK GDPR and never shared.

What's inside the Setup Kit

Everything is aimed at one outcome: a simple system for enquiries, bookings and follow-up that does not rely on your memory.

  • Find your three leak points. A straightforward diagnosis of the three places a solo practice loses money: where enquiries land, how booking connects, and what happens after the session.

  • A workbook you can actually use. Short, practical exercises that map your own practice as you go, not theory to read and forget.

  • Under 20 minutes of video. Three short lessons you can watch between clients, with no padding and no filler.

  • Written for UK practices. Consent, data handling and every example are UK and GDPR native, not translated from US templates.

  • Start from wherever you are. If your current system is a paper diary and a good memory, that is exactly the starting point the lessons assume.

  • Finish with a simple system. By the end, every enquiry, booking and follow-up has a place to live, so nothing depends on you remembering it.

Three lessons, under 20 minutes in total

Lesson 1: Where enquiries land

Find every place enquiries currently arrive, and give them one home so none slip past you.

Lesson 2: How booking connects

Turn an enquiry into a confirmed session without the back-and-forth messages and double-booked afternoons.

Lesson 3: What happens after the session

Set up simple follow-up so rebooking happens by design, not by whether you remembered.

Emma, founder of Lead IT Lab and former mobile massage practitioner, smiling at her desk

Built by someone who has done your job

Emma ran a solo mobile massage practice. She knows what it is like to take an enquiry in a car park between clients, scribble a booking on whatever paper is nearest, and lie awake wondering if she replied to the person who messaged on Tuesday.

The kit is built for how solo practices actually work. Not for a clinic with a receptionist, and not for someone with hours to learn new software. It assumes you have clients this afternoon and that your current system is your memory and a diary, because that is where Emma started too.

She now runs Lead IT Lab, a Cornwall-based company helping UK wellness practitioners, therapists and coaches put simple systems behind their practices. The Setup Kit is the same thinking she uses with clients, given away free so you can fix the leaks yourself.

Emma, founder of CRM Setup UK, part of Lead IT Lab Ltd

What clients say about working with Emma

These are practitioners Emma has worked with directly through her platform at Lead IT Lab.

Emma immediately took the stress out of my problems and solved my 'tech' problems. I'm not technical at all, however, this did not phase Emma and she was only too happy to help me with funnels, pdfs and everything else.
Headshot of Rosalind M., psychotherapist and counsellor and Lead IT Lab client

Rosalind M.

Psychotherapist and Counsellor

The CRM is absolutely brilliant. Having everything in one place makes life so much easier.
Headshot of Um Sadiq, neuro trainer and mindset coach and Lead IT Lab client

Um Sadiq

Neuro Trainer and Mindset Coach

Having her in my business has massively reduced the stress and overwhelm I was feeling and has been the best investment in support I have ever made.
Headshot of Charlotte P., human design expert and Lead IT Lab client

Charlotte P.

Human Design Expert

I have used others in the past, but Emma is so helpful and responsive, and given I am not good with tech, this sort of personal service is exactly what I need!
Headshot of Jennifer L., registered dietitian and Lead IT Lab client

Jennifer L.

Registered Dietitian

Rather have it built for you?

After Lesson 3, some practitioners decide they would rather not build the system themselves. The Switch Test at Lead IT Lab is a done-for-you 14-day trial where the entire system is built before you ever log in.

See the Switch Test

Ready to get everything out of your head?

Enter your email below and the free Enquiry-to-Booking Setup Kit will be in your inbox in a couple of minutes.

Free, no card details, unsubscribe any time. Your details are handled in line with UK GDPR and never shared.