CRM setup & optimisation
Bring contacts, opportunities and follow-ups into a clear, usable system. Set up or improve your CRM so it reflects how you actually work.
PRACTICAL SYSTEMS. PERSONAL SUPPORT.
Less admin.
Better systems.
More time to grow.
CRM, operations and business automation that make the working day easier. Built around your business, using tools that work for you.
A straightforward conversation. No obligation. Arranged by email.
YOUR BUSINESS, CONNECTED
Capture the enquiryOne place for every opportunity
Keep things movingFollow-ups and tasks, connected
See the bigger pictureUseful reporting for your decisions
From scattered tasks to a clear process.
Illustrative workflow • tailored to your business
BASED IN BOURNEMOUTHDORSET & ACROSS THE UKBUILT FOR SMALL & GROWING BUSINESSES
MAKE THE EVERYDAY WORK BETTER
Your software should help.
It shouldn’t add to the to-do list.
When leads live in inboxes, spreadsheets multiply and the same information gets typed twice, a few thoughtful changes can make a real difference.
O Ashton Consulting helps you find the friction, organise the essentials and put a more manageable way of working in place. Start with one problem. Build from there.
HOW I CAN HELP
Better foundations.
Smoother day-to-day.
Practical support for the systems and processes your business relies on.
↗
Business process automation
Connect the steps between your tools. Reduce repeated data entry, route enquiries and set up useful reminders and workflows.
Spreadsheet rescue & reporting
Untangle a workbook that’s become difficult to use. Repair formulas, tidy the structure and create reporting you can understand and maintain.
Lead-to-cash process improvement
Make the journey from first enquiry to payment easier to follow. Clarify handovers, sales stages and the information needed along the way.
Operational process audits
Get a fresh look at the way work moves through your business. Identify bottlenecks and leave with a prioritised, practical improvement plan.
A CLEAR WAY FORWARD
Start small.
Make it useful.
You don’t need a big transformation project to improve the way your business runs.
Talk through the problem
What’s taking too long? What’s getting missed? A free discovery call helps clarify where support could be useful.
Know what you’re getting
Receive a defined scope, deliverables and price before work starts. Any additional work is discussed and agreed first.
Keep it manageable
Get practical changes and a clear handover, so you understand what’s been done and how to use it.
A SIMPLE PLACE TO START
FIXED-PRICE STARTER PACKAGESpreadsheet
Spreadsheet
Rescue.
One troublesome workbook.
A clearer way to work with it.
£195 one-off
The starter package price. Scope confirmed before you commit.
Enquire about Spreadsheet RescueWhat’s included
- A review of one Excel or Google Sheets workbook, up to 3 working tabs and 5,000 rows in total.
- One agreed priority issue: formula repair, layout and data cleanup, or a simple summary report.
- An improved copy of the workbook, with the original preserved.
- A short handover guide and one round of minor revisions within the agreed scope.
Some issues need a wider scope. If your workbook isn’t a fit, you’ll receive a separate quote before any work begins. Please share an anonymised sample first.
Need a bigger fix?
CRM projects, automations and wider process improvements are quoted around your requirements.
Discuss a bespoke projectWHY O ASHTON CONSULTING
Thoughtful systems.
Human support.
For owner-managed businesses that want useful improvements and clear advice.
Practical before complicated
Start with what you need and the tools you already have. Recommend changes where they make sense.
Direct access to the person doing the work
Work with Ollie from the first conversation through to the handover.
Clarity at every step
Plain-English explanations, agreed priorities and a scope you can review before getting started.
THE PERSON BEHIND THE BUSINESS
Ollie AshtonFounder, O Ashton Consulting
MEET OLLIE
Systems thinking.
A practical approach.
I’m Ollie Ashton, founder of O Ashton Consulting, based in Bournemouth.
My practical experience covers CRM administration, Salesforce, operational systems and automation. I’m interested in the details that make a business easier to run: clear data, useful workflows and fewer manual steps.
I set up O Ashton Consulting to bring that approach to small and growing businesses. Whether you’re wrestling with a spreadsheet or looking to improve how leads move through your business, we’ll start with what you need and agree a sensible next step.
Tell me about your businessA FEW USEFUL ANSWERS
Before we talk.
Do I need to know exactly what I need?
No. Start with the problem: time spent on admin, missed follow-ups or a workbook that’s difficult to trust. The discovery call helps clarify what support could look like.
Can we work with my existing software?
Yes, that’s the starting point. We’ll discuss your current tools, what they can do and whether they’re a good fit. Any recommended software or subscription costs are discussed separately.
Do you work with businesses outside Dorset?
Yes. O Ashton Consulting is based in Bournemouth and works remotely with businesses across the UK.
What happens after the free discovery call?
If there’s a suitable project, you’ll receive an outline of the scope, deliverables, timing and price to review. There’s no obligation to proceed.
How should I share a spreadsheet?
Please start with a description or anonymised sample. Don’t send passwords, payment details or sensitive customer records in an initial enquiry. We’ll agree a suitable way to share files if we move forward.
LET’S MAKE WORK EASIER
What’s slowing
you down?
Tell me about your business and the admin you’d like to get off your plate.
ollie@oashtonconsulting.comBournemouth, Dorset · Working across the UK
Book a Free Discovery Call
A no-obligation conversation to understand your needs and explore next steps.
Request a call by email Call times are agreed by email. Instant booking is not yet available.Start a conversation
Tell me what you need help with and send your enquiry directly from this page.