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Tailored Support and Consulting to Help your Business Thrive

Streamline Your Business Processes with
My Expertise.

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Gill Milward headshot

Meet Gill

Hi, I'm Gill Milward. In 2021, I wanted to take control of what I love doing most, helping businesses to thrive, so I started Best Bee Consulting, a consultancy and business support service.

With over twenty years’ experience in various roles within the Financial Services Industry, I have a wealth of relevant knowledge and expertise to help businesses, small and large, realise their potential. 

Let me help give you the vision to transform the way your business runs, and how you use your Client Relationship Management (CRM) system to its full potential.  Ensuring more efficiencies, happier staff, and less stress, giving you time to focus on the things that really matter.

Get in touch to see how I can help you.

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How I Can Help

01

Optimise Your Business Processes

02

Maximise Your CRM System

03

Improve Your Financial Management

Consulting tools

Why You Might Need Me

  • Has your company grown, and/or procedures changed?

  • Has there been a change to your CRM system Account Manager?

  • Is no one currently ‘owning’ your CRM system?

  • Are you using your CRM system to its full potential?

  • Are you using new functionality within your CRM system?

  • Do your Workflows need updating or revising?

  • Do you have issues with Data Cleansing?

  • Are you using MI Reporting properly?

  • Is your Income Reconciliation a mess?

  • Do you need a review of your Client Segmentation?


I Can Help with ALL of this, and More!

My Services:

Just as your company and the way it works is unique, so is what I can offer you. Each service is tailored to your business and individual needs.  Get in touch to see how we can work together.

  • CRM system usage review, and suggestions for improvement.

  • General tidy and configuration of the CRM system to your business needs.

  • Adding and configuring workflows to your CRM system.

  • Review and definition of your advice process, either within your CRM system, or general business.

  • General and onboarding project management.

  • Admin Support, including email copywriting and promotion, communication and collaboration with third parties, and all data entry.

  • The structuring & developing of training plans.

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What My Clients Say

We are a small user of Intelliflo and are very fortunate to have found Gill to support us.  She has been able to thoughtfully help us to restructure our IO to suit our processes and patiently shows us how to use it!  She has a deep understanding of the software and Gill was able to guide us in the right direction to make us more efficient and compliant.  I would happily recommend Gill.

Christine, Faraday Financial

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