Business systems consultant for trade and service businesses

Your business is growing. But it still can’t run without you.

Q: We use Simpro. Can you help with that?

Yes. CB Tech is an official Simpro Partner . We implement Simpro properly and build automations that connect it to the rest of your business.

It isn’t a people problem. It’s a systems problem, and it’s fixable. We find what keeps you in the middle of everything, then build the systems that take you out of it.

Book a Bottleneck Audit

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Charlie Baker, business systems consultant in Essex and founder of CB Tech Consulting

Official Simpro Partner • Roofing, construction, facilities and field service businesses • Essex and East London

CB Tech Consulting is a business systems consultancy in Essex. We help owner-led trade and service businesses stop being the bottleneck by diagnosing what keeps the owner in the middle of everything, then building the processes, automations and systems that let the business run without them.

You’ve built a good business. But you’re still in the middle of everything.

You’ve got a profitable business and a capable team. But every question, decision and problem still finds its way back to you. Growth hasn’t made life easier. It’s made you busier.

Most owners in this position have been living with it for years, and the longer it runs, the harder it is to unpick.

Sound familiar?

Staff ask questions that should have obvious answers

Too many things wait for you before they can move

Repetitive manual tasks eat time and add no value

Standards slip when you’re not watching

Growth creates more work for you, not less

You can’t take a week off without your phone ringing

Why hiring and delegating hasn’t fixed it.

When owners feel stretched, they reach for the same three fixes. None of them work on their own, because none of them fix the cause.

Hiring better people

Good people still need good systems. Without them, great staff become expensive workarounds.

Delegating more

You can’t delegate effectively into a system that isn’t defined. Delegation without structure just moves the stress.

Buying new software

Tools don’t fix broken processes. They automate the chaos, and the problem comes back faster.

The real problem: your processes live in your head, not in the business.

Processes aren’t written down. The automations that should exist don’t. There’s no reliable view of what’s happening without you checking.

Fix those things with properly designed systems, and you can finally step back. Not because you trust harder, but because the business genuinely runs without you.

Book a Bottleneck Audit

How we take you out of the middle of everything

Three stages, each useful on its own. Every engagement starts with a diagnosis.

Diagnose: start here

Bottleneck Audit

A 90-minute structured diagnostic that shows exactly where your business depends on you and what to fix first.

£597, one-off
Top three operational bottlenecks and their root causes
Prioritised written report within 48 hours
New and actionable, or a full refund

Book a Bottleneck Audit

Build

Systems Build

One core system designed, built, automated and documented end to end. Fixed scope from £3,500, covered by the Freedom Guarantee.

About Systems Build

Improve

Ongoing support

Maintenance, optimisation and support, so your systems keep working as the business grows.

About consulting

Not ready to book? Take the free Owner Dependency Scorecard. It takes five minutes and shows how dependent your business is on you.

Running Simpro? We’re an official Simpro Partner.

Many of the trade and service businesses we work with run on Simpro. We help you set it up properly, get your team using it fully and connect it to the rest of your business with automations that take the admin off your desk.

See our Simpro services

What we build

Every system is built around how your business actually works, inside the tools you already use.

Business systems consulting

Processes, SOPs and the systems that let your team run things without you.

Consulting

Simpro implementation

Simpro set up properly, your team trained and the system connected to everything else.

Simpro Partner

AI automations

Lead follow-up, quoting admin and reporting handled automatically, with a person in the loop.

AI automations

Custom web and mobile apps

Back-office apps that replace spreadsheets and run your admin for you.

Web and mobile apps

Websites and hosting

Websites that win work, on secure, fast hosting that we manage for you.

Websites

IT support

Microsoft 365, devices, security and support that keep the office and site teams working.

IT support

A consultant who advises and builds.

Most consultancies diagnose the problem, write a recommendation and hand the build to someone else. The gap between advice and delivery is where most of the value disappears.

At CB Tech, strategy and delivery are the same job.

The Freedom Guarantee

We don’t stop working until the full scope is delivered and working. If something isn’t working as agreed, it gets fixed at no extra charge.

Diagnosis first, every time

We find the real operational bottleneck before recommending anything, not the most obvious tool to sell you.

Built around how you work

Systems are shaped around your real processes, not a generic template your business has to bend to fit.

Simple and used beats impressive and ignored

The right fix is the one your team will actually adopt. Simple, reliable and embedded.

Plain English

You’ll understand exactly what’s being built and why. No tech theatre and no buzzwords.

Direct access, no hand-offs

You work with Charlie Baker throughout: the same person who finds the problem designs and builds the fix.

Recent work

Real projects where we connected systems, automated manual work and gave owners their time back.

CRM migration and revenue operations automation

Moving a growing business onto one connected system, with the manual hand-offs between sales, operations and finance automated away.

AI lead qualification

The CB Virtual Sales Assistant, integrated with HubSpot CRM, qualifies new enquiries and keeps the CRM up to date automatically.

Cyber Essentials

Security work and cloud infrastructure that helped a business achieve Cyber Essentials accreditation.

Read the case studies

Portrait of Charlie Baker, founder of CB Tech Consulting

You work directly with me, from diagnosis to handover.

I’m Charlie Baker, founder of CB Tech Consulting. I spent more than a decade in Tier-1 technology delivery at Sky and Accenture. Now I use that experience to help owner-led trade and service businesses build systems that let them step back.

No account managers, no junior staff, no hand-offs. Just a clear plan and systems that work.

More about CB Tech

Before you book

The questions owners usually ask before committing to a Bottleneck Audit.

What if the Audit just tells me things I already know?

Most owners have a general sense of where the problems are, but not the root cause or the right order to fix them. The Audit finds what’s underneath the obvious symptoms and tells you which fix has the most impact. If you leave without something new and actionable, you get a full refund.

How is this different from a business coach or consultant?

Most coaches diagnose and advise. We diagnose, advise and build. The same person who identifies the problem designs and implements the fix, and the Freedom Guarantee covers the result.

Do you work with roofing, construction and facilities businesses?

Yes, that’s the core of what we do: roofing contractors, building companies, construction firms, facilities and property management businesses, and service companies with field teams across Essex and East London.

Am I being set up for a bigger sell after the Audit?

No. The Audit is useful on its own. You leave with a prioritised plan you can act on yourself. If further work makes sense, we’ll present it as an option, not a requirement.

We use Simpro. Can you help with that?

Yes. CB Tech is an official Simpro Partner. We implement Simpro properly and build automations that connect it to the rest of your business.

Page last reviewed: October 2026

Ready to stop being the bottleneck?

Book a Bottleneck Audit and get a clear, written plan for what to fix first. £597, one-off, with a full refund if you don’t leave with something new and actionable.

Book a Bottleneck Audit

Get in touch

Address

Office 10
Josephs Barn
Woodend Farm, Hatfield Road
Witham
Essex
CM8 1EH

E-mail

info@cbtechconsulting.co.uk

Phone

01268 203324