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Case Study

Client - Ian C

Industry - Haulage & Transport

Business Type - Sole Trader

Client Duration - 5 Years

The Challenge

Ian had already built a modest haulage operation, but to scale his business and win higher value contracts, he needed critical infrastructure in place, including a business plan, an Operators Licence and proper funding. 

While he excelled at the operational side, collections, deliveries and client relations, he lacked the time and expertise to manage the necessary paperwork, regulatory compliance and business development.  Without professional admin and business support, Ian's expansion plans we at risk of stalling. 

The Solution

Office Support Services became an entrusted extension of Ian's business, handling all key administrative and growth related tasks so he could focus on running the fleet. 

Our support included:

  • Business plan development and assistance in apply for Welsh Government Grant

  • Application for an Operators Licence and ongoing maintenance of related records

  • Website setup and administration

  • Social media account creation and management

  • Quotation and invoice production

  • Receipt input and bank reconciliation via online accounting software

  • Client communications, confiming collection and delivery details

  • Company insurance arrangement covering high value assets up to £750,000

  • Tendering support, including registration on platforms to access new work opportunities

The Results

  • Successful Operators Licence and grant application, enabling the business to expand

  • Professional online presence through a maintained website and active social channels

  • Ongoing tender opportunities through targeted site registrations

  • Operation efficiency, as Ian could delegate all admin to fully focus on logistics

  • Reduced stress, knowing that compliance, paperwork and communications were handled

A Professional Turning Point

Though our working relationship ended when the business was later closed due to ill health, Ian's time with Office Support Services marked a critical period of professional growth and development. 

He was able to concentrate on the part of the business he enjoyed, whilst trusting us with everything behind the scenes.  

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