SYSTEMISE + SCALE
It’s back for a third round – the Optimisation Sprint.
This is a 6-week optimisation sprint for established ServiceM8 users. You already have the basics in place, but know your setup is costing you time, energy, and consistency.
This programme is not about learning ServiceM8 from scratch.
It’s about properly implementing and optimising what you already have, so your system actually supports the way your business runs.
Over six weeks, we’ll streamline your existing workflows, tighten up job stages, reduce manual admin per job, automate the repetitive paperwork you hate, and improve how and when you get paid — all with live support and accountability.
DOORS CLOSE IN...
Hi, I'M HAZEL.
I’m an award-winning ServiceM8 Gold level Partner and have been working with ServiceM8 for 10 years.
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 optimised our ServiceM8 account I then had the time to create this, my second business.
I love helping business owners like you be less stressed and to show you ways to run your business with ease and profit.
The most important lesson I’ve learned on this journey is that if you make things easy, speed will follow.
THIS IS NOT A COURSE YOU
WATCH > IT's A SPRINT YOU COMPLETE
- Weekly optimisation focus
- Clear guidance each week
- Accountability via live calls + deadlines + WhatsApp
- Visible progress, not passive learning
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.
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.
WHAT WE'RE GOING TO GET DONE
Week 1 – Wednesday 18th February 8:30am + 6:30pm GMT
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.
Week 2 – Wednesday 25th February 8:30am + 6:30pm GMT
Win at Workflow
This week, 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.
Week 3 – Wednesday 4th March 8:30am + 6:30pm GMT
Master your Money
During this week, 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.
Week 4 – Wednesday 11th March 8:30am + 6:30pm GMT
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.
Week 5 – Wednesday 18th March 8:30am + 6:30pm GMT
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.
Week 6 – Wednesday 25th March 8:30am + 6:30pm GMT
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 mindset, branding and email marketing integration as well as gathering reviews to push out to google.
What's Included
2 x Weekly Zoom Sessions
You’ll have the option of joining the 8:30am GMT 🇦🇺 Australia-friendly zoom session, or the 6:30pm GMT 🇬🇧 UK-friendly zoom every Wednesday for 6 weeks.
These sessions will take you through each step of Systemise + Scale and will be recorded.
Supplementary Materials + Checklists + 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.
Accountability Built In
Weekly deadlines. We do the live zoom sessions on a Wednesday and you’ll have a checklist of items that you need to complete by the following Monday.
This ensure that by the time the 6 weeks is up, you’ll have implemented your new systems.
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Private WhatsApp Group
To give you even more support, you’ll have access to a private WhatsApp group for the duration.
I’ll be active in the group Monday – Friday and will check in once or twice per day.
PLUS FREE BONUSES
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.
NEW BONUS! ServiceM8 Phone AI Agent Workshop
I’ve added a ServiceM8 Phone AI Agent Workshop as a free bonus when you enrol.
In it, I’ll walk you through:
the exact questions your AI agent needs
how to train it for your trade
how to test it properly before trusting it with real customers
and how to stop it doing anything stupid
If you want fewer missed calls, better bookings, and an AI agent you actually trust – this bonus alone will be worth it.
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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
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
PAY IN FULL
1 PAYMENT OF:- 6 x Zoom Sessions
- 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 Zoom 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?
Every week, you’ll focus on either installing, fixing or optimising your current setup, so there’ll be something to improve for every ServiceM8 user.
We start with a mapping session to meet you where you are, you can then optimise what matters to you the most.
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 sessions, recordings, materials and tutorials will be stored.
You’ll also receive an email with all of the details and more instructions before the first Zoom call on 18th February.
What if I can’t make it to a live session?
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!
For this round, I’ve added an extra zoom session that’s at 8:30am GMT and therefore Australia-friendly.
Plus, all of the sessions will be recorded, 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 – 90 minute zoom session 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.
IMPORTANT NOTES
This solution is intended for existing ServiceM8 users. It doesn’t include setup of a new account.