SYSTEMISE + SCALE
It’s back for a second round + even better than before!
You keep saying you’re not using ServiceM8 to its full potential – let’s fix that.
This is a group training programme that takes you from “Everything’s in my head” into a fully‑systemised ServiceM8 set‑up -streamlining jobs, automating the paperwork you hate, and getting you paid faster, so your business runs smoothly while you reclaim your evenings.
DOORS CLOSE IN...
I won’t be running this course again in 2025…
Doors ARE NOW CLOSED...
Missed out this time?
Get on the waiting list for the next round of Systemise + Scale
WISH YOU KNEW EXACTLY WHAT TO DO TO MAKE YOUR BUSINESS EASY TO RUN?
- You’ve looked at all of the help online and don’t know where to start.
- Everything’s in your head. Everyone does things differently. Jobs don’t move unless you push them through.
- You’re doing things twice. Cashflow is slow. You hate chasing people for money.
- You’re chasing quotes and making appointments in the evening instead of spending time with your family.
- You don’t know where your time and money is going. You’re not sure what’s working.
- Your customer’s experience is messy and inconsistent.
This is the reality of systemising your business.
You have the tools, you just need to know how to apply them to YOUR business.
It’s time to make it all feel EASIER.
INTRODUCING... SYSTEMISE + SCALE
A group programme created to teach you EXACTLY how to create a system that’s tailored to your business so that you can SYSTEMISE and SCALE.
You’ll have access to all of the lessons and resources for a whole year and access to me via a WhatsApp group for 4 weeks so that you can ask questions and get expert help.
IT'S TIME TO MAKE IT EASY...
- You have a map. We’ll plot a course from your business model to your ServiceM8 account structure.
- Clear processes your team can follow. You’re no longer the bottleneck. Things run without micromanaging.
- Fast quoting and invoicing. Cash comes in quicker. No awkward follow-ups.
- Jobs, quotes, reminders handled automatically. Evenings and weekends are yours again.
- Clear, simple dashboards that show what’s working.
- Smooth, pro-feeling customer journey. More reviews. Better reputation.
Hi, I'M HAZEL.
I co-ran a successful plumbing & heating business in Surrey for 10 years (2011 – 2021). I did everything from customer service to accounting, bookkeeping, investment, HR.
Once I’d set up our ServiceM8 account and wider systems to save admin time and make life easy, I then had the time to create this, my second business.
I love helping you be less stressed and to show you ways to run your business with ease and profit.
I’m an award-winning ServiceM8 Partner and have been working with this incredible software team as a Partner since 2016. I’ve become a Gold Partner as a result of the sheer number of clients I’ve helped.
The most important lesson I’ve learned on this journey is that if you make things easy, speed will follow.
WHAT WE'RE GOING TO COVER
Lesson 1
Creating your Map
We’re going to start with meeting where you are. Mapping out your business model and customer journey for you to use as your map for your ServiceM8 account for the rest of the programme.
This ties together what you do with what you need to do. Something a whole ton of random online tutorials wouldn’t do for you.
Lesson 2
Win at Workflow
In this lesson, we look at the way you move jobs through ServiceM8. From handling enquiries, to documenting jobs, to having a process for moving work to the next stage. This area forms baseline admin efficiency. It’s the foundation of the way your account should be set up.
Lesson 3
Master your Money
In this lesson, we cover everything from pricing, to quoting to invoicing to payment. Making improvements learned here will make jobs easier to price up, improve your cashflow and get you paid faster. Getting this area right will then help you to automate more easily.
Lesson 4
Automate! Automate! Automate!
We’ll cover the aspects of your ServiceM8 account that can be handled automatically. Always tailoring everything back to your business using the map you made in Lesson 1. Reminding customers of their appointments; chasing up quotes; requesting payment and so much more. Tips, tricks and techniques will be covered.
Lesson 5
Reporting with Purpose
Great information in = Great information out.
Taking your reporting setup to the next level can help you make better, more informed decisions about where to place marketing budget, what types of staff you need to recruit and what aspects of the business need more focus.
More clarity. Better decisions.
Lesson 6
Marketing to Scale
The final lesson. The final piece of the puzzle.
You want your your business to be efficient + profitable before you scale. We’ll cover branding and email marketing integration as well as gathering reviews to push out to google.
CLIENT TESTIMONIAlS
Hazel’s online sessions have proved to be very informative and valuable. Hazel consistently ensures that the hour is packed with a wealth of information, making each session well worth the time invested. Her dedication to sharing as much knowledge as possible greatly appreciated.
Her expertise in ServiceM8 is vast. Hazel demonstrates an exceptional ability to address any problems or challenges, always offering her support with professionalism and efficiency. Such commitment to helping others is a clear testament to her skill and passion.
Thank you Hazel.
1st May 2025
First interactions have been brilliant, thank you for a great product and swift service…will be buying more reports soon!
23rd April 2025
Amazing service!
Hazel really elevated our branding and compliance material on servicem8. would highly recommend.
25th April 2025
Really helpful quick and efficient service. Forms look great. Worth the money long term.
8th May 2025
Another great service to help with our SM8 account.
8th April 2025
Hazel has been great at setting up our software, forms and automations. Highly recommend!
12th May 2025
What's Included
6 x Video Lessons
The course will start on Monday 6th October. You’ll have access to the first 3 lessons immediately and the last 3 lessons will be made available to you on 20th October.
These lessons will take you through each step of Systemise + Scale.
You’ll have access to all of the course material for 1 year.
Supplementary Materials + Videos
For each lesson, you’ll receive supplementary training materials + videos that will help you truly understand and put the lessons into action.
This includes workbooks, templates, videos, examples, and more.
Updated to reflect changes from the 2025 ServiceM8 updates.
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Private WhatsApp Group
To give you even more support + so that you feel connected to the others taking the programme, you’ll also have four weeks of access to a private WhatsApp group.
This will run from 6th – 31st October and I’ll be active in the group Monday – Friday and will check in once or twice per day.
BONUS! ServiceM8 Forms Mini Course
You’ll get access to my ServiceM8 Forms mini course, which takes you through the process of building and updating your own ServiceM8 Forms.
BONUS! Getting Started with Mailchimp Mini Course
You’ll get access to my “Getting Started with Mailchimp’ which takes you through the process of connecting ServiceM8 and Mailchimp and sending your first marketing email, so that you can start to use email marketing in toolbox of marketing tools.
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BONUS! ServiceM8 14 Updates Cheatsheet
Access to my popular printable updates cheatsheet – a PDF with all of the 2025 ServiceM8 updates split into those most useful for your field staff and those helpful to your office staff.
This makes absorbing all of the changes a breeze
FAST ACTION BONUS!
A LIVE demo + Q&A session covering all things ServiceM8 14!
If you sign up before 11:59pm BST on 25th September you’ll get access to an exclusive LIVE Demo and Q&A zoom session with me via zoom.
We’ll be talking about all things ServiceM8 14 – 2025 Updates andyou can ask any questions about the new version of ServiceM8 for 2025!
DOORS CLOSE IN...
It’s your last chance to optimise your ServiceM8 account with me in 2025…
Doors ARE NOW CLOSED...
Missed out this time?
Get on the waiting list for the next round of Systemise + Scale
PAY IN FULL
1 PAYMENT OF:- 6 x Video Lessons
- Supplementary Materials + Tutorial Videos
- Access to a private WhatsApp group
- Bonus! Forms Mini Course
- Bonus! Mailchimp Mini Course
- Bonus! Updates Cheatsheet
PAYMENT PLAN
2 MONTHLY PAYMENTS OF:- 6 x Video Lessons
- Supplementary Materials + Tutorial Videos
- Access to a private WhatsApp group
- Bonus! Forms Mini Course
- Bonus! Mailchimp Mini Course
- Bonus! Updates Cheatsheet
FREQUENTLY ASKED QUESTIONS
I’m already using ServiceM8… will this be too basic?
It depends on how well you’re already using ServiceM8 and what kind of problems you’re experiencing in the business.
We start with a mapping session to meet you where you are, you can then optimise what matters to you the most.
If you would like more guidance, you can complete my free audit quiz. The final report includes a score for each of the key areas of the programme – workflow, money, automation, reporting, marketing.
If you score 65% or less, I would recommend that you consider signing up for this programme.
I’m considering using ServiceM8 / I've just started using ServiceM8 - is this programme right for me?
This programme is not designed for anyone who isn’t already using ServiceM8, or those who don’t understand the basic concepts of job statuses, job cards and at least a basic idea of how it works.
I’ll be guiding you through optimising your ServiceM8 account and tailoring it to your business, not how to start or set it up from scratch.
If you are considering ServiceM8, set up a FREE DISCOVERY CALL with me instead.
If you’d like some basic 1:1 training, take a look at my 1:1 support / training options.
What happens after I sign up for the programme?
You’ll be taken to my course platform, circle, where you’ll be invited to either create an account, or sign into an existing one.
This is where all of the course sessions, recordings, materials and tutorials will be stored.
You’ll also receive an email with all of the details and more instructions when the course starts on Monday 6th October.
What if I can’t make a live call?
There’ll only be one live zoom session – the bonus ServiceM8 14 Updates Q&A session and that will be recorded, so you can pre-submit your questions + watch the recording 🙂
We’re in Australia do you think we can still join? Would you think the time difference be a problem?
Not at all! All of the lessons will be pre-recorded this time around, so you can watch them whenever you want!
You’ll also have access to a WhatsApp group that you can post to at any time and I will answer 1-2 times a day.
How much time will I need each week?
Plan for a 60 minute video lesson plus 1 – 3 hours to go through the supplementary tutorials and implement that week’s action steps.
Do I need fancy add‑ons or extra software?
No. I show you how to work with core ServiceM8 features, automation rules, and built‑in reporting.
Is this programme compatible with the ServiceM8 rebate scheme?
No. You’ll want to have been using ServiceM8 for a couple of months already – it’s not meant for those just getting set up on ServiceM8.
Doors ARE NOW CLOSED...
Missed out this time?
Get on the waiting list for the next round of Systemise + Scale
IMPORTANT NOTES
This solution is intended for existing ServiceM8 users. It doesn’t include setup of a new account.