Purposed HR

Solo HR consultant with selective use of subcontractors for tactical work (handbooks, policies). Primary services: HR strategy, policy, process, leadership training, culture assessments. Currently serves 3-5 clients at any given time on a project basis (mostly flat fee or per-employee basis, some hourly). Capacity for maximum 10 concurrent clients before maxing out. Revenue highly variable: £30k-80k annually, with June 2026 being strongest month at £16k. Currently generated £45k year-to-date (as of July 2026). Spends approximately 50% of work time on non-income-generating community activity (BNI membership over 2.5 years generated £17k; Business Woman of Falita Square conference; HR Connected webinar leadership; local chamber involvement).

Brevo (newsletter platform, ~1,000 contacts, mostly HR practitioners). Four subcontractors available for tactical work. DISC assessment platform (pays consultant 50-60% of assessment fee plus workshop fee). Previously engaged marketing agency for newsletter (8 months, no material conversion). No dedicated marketing or operations team.

• Sara Bordeaux, HR Consultant / Founder (Owner)
• Zoe Walters, Discovery Lead (Consultant)

• Never really had that holistic client that I would really love
• Struggle with just sort of that holistic like I'm here to build all your people programs
• What tends to happen is I get small businesses who want like, give me an onboarding plan or give me a handbook or give me I need an investigation if I'm midsize
• A lot of what I do has felt like project work and one and done
• Revenue is up and down. June was an incredible month. Now I have not a lot on the books
• One year I might make 80, one year I might make 50, one year I might make 30. Like it's just all over the board
• I haven't gotten to that point where I'm like replacing corporate income
• Keeping that, you know, consistent, figuring out what works as a retainer or a subscription or something for leadership workshops has been tough for me
• I spend a lot of time like doing something at the chamber, doing this conference, doing this free webinar, doing this like working in the community and I feel like I just give like a ton of my time
• Get a lot of opens and a lot of clicks, but it's not like converting
• I've gotten to where I don't love them [handbooks and policies]

• Recently transitioned from part-time (four years ago when children were younger) to full-time work now that children are teenagers, creating pressure to stabilise and grow revenue
• Currently describes business income as 'play money' but wants to 'get serious' and 'go all in'
• Consciously pulling back from board positions and volunteer commitments (BNI, Business Woman of Falita Square, local women's conference) to refocus on revenue-generating work
• Torn between focusing purely on leadership and culture work versus maintaining holistic service offering with potential to hire someone for HR strategy/policy/process side
• Local notoriety and community standing are established but not translating to target client acquisition

• Currently generated £45k year-to-date (July 2026)
• Goal: reach £100k in 2026 (described as 'happy to get to 100k this year', currently at midpoint)
• Long-term goal: £125k annually by 2027 and beyond
• Best single month: £16k (June 2026, driven by leadership trainings)
• Leadership trainings (flat fee): half-day £3,000, full-day £5,500
• DISC assessments: client pays £90, consultant receives £37 plus workshop fee (50-60% of assessment value)
• Newsletter marketing investment: 7-8 months with marketing agency, no material return
• Hourly rates for investigations (rate not specified)
• No current formal marketing budget

Proposal walkthrough scheduled for Friday 24 July 2026, 4:00-4:30 PM (GST). Zoe Walters to deliver findings and options. Sara has expressed readiness to 'get serious' and 'go all in' with the business now that circumstances allow.

• Specific hourly rate for investigations not stated in transcript
• Current retention/subscription-based client count not established (all work described as project-based)
• No formal business plan or marketing strategy currently in place
• Marketing agency engagement outcome inconclusive; follow-up conversations ongoing but not finalised