Katey - Online Business Manager & Process Improvement Specialist

From vision to implementation - helping businesses grow with clarity and structure

With over 25 years of professional experience, Katey supports business owners and teams who are ready to get organised, improve how they work and create more space to focus on growth.

As an Online Business Manager (OBM), she bridges the gap between strategy and execution - helping clients define what they want to achieve and then creating the roadmap to make it happen. She particularly enjoys supporting visionary and creative founders who need experienced operational support to bring calm structure, momentum and follow-through to big ideas.

From planning and project management to process improvement and CRM implementation, Katey turns business goals into clear, actionable ways of working.

Key Areas of Support

• Process review, mapping and improvement
• CRM setup, migration and management, including Monday.com, Capsule, BrightManager, Engager and Evolution
• Client onboarding systems for accountants and service providers
• Business operations and workflow design
• Launch coordination and implementation
• Customer journey and funnel support
• Strategic planning and operational accountability
• Project and team coordination across marketing, operations and finance
• Accountancy onboarding and practice management workflows
• Strategic business support as an Online Business Manager (OBM)

Real-World Experience

Through MFA Business Support, Katey has worked with a diverse range of businesses, from established consultancies to fast-moving start-ups.

She's provided OBM-level support for companies including a market research firm, resilience and continuity consultancy and cyber security business - developing processes, managing priorities and helping keep activity focused on wider business goals.

For professional service providers, she's managed onboarding systems for accountants and overseen CRM setups and migrations, helping businesses move away from spreadsheets and manual processes towards more structured workflows using systems including Engager, BrightManager, Xama and TaxCalc.

Katey has also supported organisations ranging from creative agencies and nutritional health coaches to funeral service providers, reviewing existing processes and systems, identifying bottlenecks and implementing changes designed to improve productivity and client experience.

Whether she's leading a CRM implementation or mapping a process from scratch, Katey brings a balance of structure, foresight and calm confidence to complex operational work.

Process Mapping & Improvement

Katey leads many of the process mapping and improvement projects delivered through MFA Business Support, helping businesses understand how they currently operate and identify where things could work better.

She works closely with business owners to uncover inefficiencies, clarify how work moves through the business and create smoother, more sustainable ways of working. Where appropriate, she can also help implement the systems and tools needed to support those processes.

Her approach combines strategic thinking with hands-on implementation - turning big-picture goals into clearer, documented ways of working that people can actually use.

What Katey's Known For

Clients often describe Katey as their “calm in the storm.” She's methodical yet flexible, with a strong ability to see both the detail and the bigger picture.

Her background in market research gives her an analytical edge, while her years supporting entrepreneurs and SMEs mean she understands the realities of running and growing a business.

Katey is particularly strong at balancing big-picture thinking with grounded implementation, helping creative and fast-moving founders turn ideas into action without losing momentum or vision.

She doesn't simply keep work moving - she helps build the operational infrastructure behind a business, creating more space for owners and senior people to focus on the work that needs them.

Where Katey's Support Could Be Particularly Valuable

Katey's experience could be particularly useful for:

• Small-to-medium businesses preparing for or managing growth
• Businesses with outdated, unclear or undocumented processes
• Founders who need greater structure around how their business operates
• Creative, purpose-led or visionary founders who need experienced operational support
• Accountancy firms and professional service providers improving onboarding and practice workflows
• Businesses implementing or migrating CRMs and other operational systems
• Companies that need OBM-level support without necessarily creating a full-time operational role

Could Katey Be the Right Support for Your Business?

If your business has grown but the way it works hasn't quite kept up, Katey's experience is an example of the strategic and operational expertise you can access through MFA Business Support.

From reviewing processes and implementing CRMs to providing ongoing OBM-level support, she can help create greater clarity around how your business works and provide the hands-on resource needed to turn improvements into action.

Tell us what's happening in your business and we'll help you identify the right support for what you need.

Book a Discovery Call.

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Photo by Bee Focused Photography

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