Lemonade Plan systemises your business for pennies per hour so you can free up days of your time for paid work worth 100s of times more

Systems don't have "off-days" or "days off"

Just like lemonade loses its fizz if you leave it unattended, so too do the relationships you have with your leads and your customers. With Lemonade Plan, you'll have systems wheels that keep on turning whether your business is open or not.

Lemonade Plan is much more than software

Lemonade Plan takes care of all eight processes of how you market, sell and deliver your services so that you can run a more profitable, sustainable, fully-booked and enjoyable business and have more of a life outside of it. And to keep things really simple, it's all done in one app.

But the 'systems' are just one part of the service...

"Whenever I have needed tips or help, the support has been excellent"

"One stop solution for any small business"

Lemonade Plan is run by support-obsessed business people. So even if you feel that you struggle with technology, we'll provide you with the level of support and training you need.

"This is very easy to use with some clever functionality. Whenever I have needed tips or help using the system, the support has been excellent. It is a one stop solution for any small business and I highly recommend it.”

Well-implemented systems are a much more dependable and cost-effective version of "you" on "your best day ever", but "every single day".

Susan Heaton-Wright - The SuperStarCommunicator - Lemonade Plan Testimonial

Susan Heaton-Wright
Communications Coach & Trainer

"Increase your return on investment of your existing marketing "

Allan Simmons - Clean and Dry Donacaster Carpet Cleaning - Lemonade Plan Testimonial

Allan Simmons
Carpet, Rug, Upholstery & Stone Floor Cleaning Business Owner

"Make more of everything that you do"

The more time you spend buried by marketing and business admin, the less you're getting paid for patient or client work.

"Gareth has a knack for discovering what the real process is and showing you what can be automated. He looks at all the systems and marketing in your business and helps you uncover the extra things that you can do to increase your return on investment and make more of everything that you do."

You can systemise your sales and marketing for as little as £16.43 per day, including advertising-based lead generation.

Complete certainty about where leads and sales will come from

"In very safe hands"

Systems don't have days they're stuck for ideas.

Systems don't have uncertainty about where the next lead will come from.

"I know both my business and myself are in very safe hands. I am so excited for the future of my business. Gareth has given me the confidence to move it forward. Gareth is professional, very knowledgable and a really easy person to talk to."

Complete sales and marketing systems are far more valuable than the sum of their parts. Lemonade Plan will give you clarity of where those additional leads are coming from, where they're up to, and help you get away from leads falling through the cracks.

Lemonade Plan Customer Testimonial - Susan Heaton-Wright

Moira Gelman
Health & Safety Trainer

Will systemising with Lemonade Plan help you?

Businesses that systemise well

If your business is mostly like these statements, then systemising with Lemonade Plan will have stacks of value for you.

If your...

  • business has been around more than a few years

  • diary has some gaps in it for more client work

  • leads are shopping around to compare options

  • leads can overthink making their purchase

  • leads sometimes take a long time to buy

  • time can get absorbed by admin & marketing

  • service has potential for upselling other services

Businesses difficult to systemise

If your business is mostly like these statements, then continue as you are until you meet more of the criteria in the green column before you systemise.

If your...

  • business is still quite new (less than 2 years old)

  • diary is already almost always fully booked

  • competition is almost non-existent (or booked up)

  • leads almost always turn into clients

  • enquiry to purchase timeframe is very short

  • marketing requires little effort / is word of mouth

  • leads and customers don't really want other offers

Owner-operated physio & carpet cleaning businesses use Lemonade Plan to book out their diaries automatically with paying patients & jobs, whose first interest as a lead was months ago, but marketing automation gently nudged them into action.


Carpet Cleaners

Agencies & accountants use Lemonade Plan to provide a healthy flow of new leads & trigger communications at the right time

Marketing Agencies


And Lemonade Plan gives business trainers & coaches the confidence to advertise, knowing the nurture system just doesn't lose leads

Business Trainers & Coaches

Is Your Business Next?

Other businesses we help:

Health & Safety Trainers, Solicitors, Independent Financial Advisers, Electrolysis & Laser Hair Removal Services, Tattoo Removal & Cover Up Services, Vein Removal Treatment Services, Dermatologists, Dentists & Orthodontists, Heating Engineers, Bathroom & Kitchen Showrooms, Replacement Kitchen Door Fitters, Garage Door Repairers, Tree Surgeons, Sash Window Specialists, Summerhouse Installers, Mobile Car Valeting Services, Private Nursing Homes, Dog Day Care Services and Vets.

If your business isn't listed but has similar sales processes, please call us to discuss: 0800 802 1557.

Lemonade Plan - Systemise Your Sales And Marketing Without Losing The Fizz

The Steps

Just like lemonade loses its fizz if you leave it unattended, so too do the relationships you have with your leads and your customers. Lemonade Plan is the joined-up system and plan to help you manage the eight customer processes in your business that get you leads, sales, upsells and endorsements consistently, automatically and in a way that scales as you grow.

No business is perfect, but if your efforts don't predictably create plentiful sales, add-on sales or positive reviews, the chances are you're losing the customer fizz in just a few fixable places. Can you see where? Take a look below.


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Stop losing leads

Without predictable and consistent lead targeting, lead generation and lead capture processes, you can't be sure you'll get in front of enough qualified prospects to sell what you need.

How optimised and synced with your follow-up system are the ways you generate and capture leads across your profiles on the web?

Combine having the right lead capture processes in place with targeted advertising and outreach and you'll be blown away by the number of lost leads in your business right now.


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Nurture patiently until you're the obvious choice

98% of visitors to your website are not ready to buy.

But if all your processes are geared only towards the other 2% who are ready to ask for a quote, a meeting or a treatment now, you're missing out on almost all of the buyers who might be ready in the next few weeks, months, or even years.

There are untapped riches in follow-up marketing if you educate your leads to recognise their biggest problems and eventually see you as the obvious choice to solve them as you gradually turn them into pre-qualified buyers.

Do you have follow up processes in your plan to warm up leads?

Do they last months, or even years?


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Book meetings & prep your prospect for success

You have a limited number of available hours to run your business. So it’s important that the time you invest in meeting with leads is effective and leads to predictable results. Despite the temporary glow it might give you, there’s little glory or kudos to filling your diary with the wrong type of sales appointment.

How and when prospects book time in your diary, then how you prepare them for it in the run up should result in you both feeling confident that you’re in the right place when you eventually sit down together.

Does your pre-meeting messaging help shape your prospects' expectations of what your ideal customer looks like?


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Make compelling offers quickly & profitably

Almost every really successful small business has a signature product, product line or service that accounts for the significant majority of the business’ revenues and profits. You know who needs it, how to deliver it to exceptional standards, and how to charge a profitable but fair price for the value that is delivered.

Your marketing, sales conversations and quote templates should address the customer problems that the signature offer solves, and you'll have payment services ready to take payments electronically that hit your bank account quickly and securely.

Are your marketing and sales systems set up to support you selling more of your own signature product, line or service?

New Customers

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Manage expectations as you onboard

How you welcome new customers into your business is - in all likelihood - where your chances of landing glowing reviews, case studies or referrals really evaporate.

After taking payment, if the customer senses that you haven't carried your sales momentum and energy into the delivery of the solution, then any fizz quickly disappears.

It's a cliff drop moment. Customers can rapidly experience buyer's remorse - the deficit gap between their high point in trust and expectation at purchase and their underwhelm that the problem hasn't just instantly gone away at sign-up.

How do you onboard? Is it a wow experience, or a woeful one?

Do you set realistic expectations of what happens next?


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Turn first-time clients into repeat ones

When you have sales conversations, you should be listening or looking for signals about where the relationship might go next after you've solved the first problem they come with. Great questions give you the most actionable insights.

If you know you could help them more, it's your duty to sell. Even better if it fits an existing upsell or add-on package you offer.

If you're selling home services, are there other factors at play? Pets, children, or other rooms in their house?

If you're selling treatments, what ongoing care should they consider?

If you're selling B2B services, what other problems do they have?

Are there any recurring services you can offer them?

Customers become loyal clients when you continue to help.


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Deliver the work that you have sold or up-sold

In your small business, reputation is everything. It's critical to deliver what you say you will, when you promised and how you promised to do so. Without this clarity, customers can develop different perspectives of what you're going to deliver and tarnish their perspective of the relationship.

So it's important that you communicate, and are consistent, and clear from the outset to give them a clear picture of what you're doing and when, and what you need from them.

This might mean using project management software that they have sight of too. Or a CRM might be sufficient to help you manage and communicate the delivery process at every stage.

Are you always consistently clear with your customers, or does the clarity that they have get blurred after the sale?


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Turn client delight into reviews & warm referrals

How you've done all seven prior steps determines how likely or not it will be to get positive reviews, referrals or case studies.

Do them poorly or inconsistently and you've no chance. The worst gaps are where the sales experience sets higher expectations than the experience of what's delivered.

But if the experience is high quality from lead to completion and everything between, your customer will help you in return, giving ⭐️⭐️⭐️⭐️⭐️ reviews and warm referrals to others like them.

But don't take it for granted that they will. You have to systemise the ask. Unless prompted, people are lazy.

Do you have a systemised process for circling back to ask for reviews, case studies and referrals?

Next: take action to help your business

See what systems are best for your business

How do you budget for the right systems in your business? This guide will step you through how to automate key parts of your customer journey using technology, not people.

Click the button below to see the systems you realistically need based on your size, time available and growth aspirations for the next year.


Lemonade Plan
55 Grove Road
The Old Church
North Yorkshire
United Kingdom

0800 802 1557 Sales questions?