Lynda Bailey is the Director of Making Menopause Work, a training organization founded to help businesses create more inclusive and supportive workplaces for employees experiencing menopause. Kelly Jenkins is the founder of Millside Virtual Assistants, a service that helps small business owners get organized, stay on top of things, and focus on what they do best. Kelly supports the operational side of the business as Online Business Manager.
Together, they’ve built a partnership that empowers businesses of all sizes and industries to support their employees. With so many clients to manage, they needed a system to stop them losing track of opportunities, so nothing gets missed - that’s where Capsule comes in.
Lynda says: “As a small business owner, I would say you need Kelly and you need Capsule, and then you’ve got it sussed.”
Building systems for growth
Lynda was using Capsule before Kelly joined the team, but hadn’t explored the full range of tools. The business has been growing steadily, and with more clients, partners, and projects in motion, they needed a strong system to keep everything connected.
“Capsule was being used to capture basic client details. We needed processes in place so everyone could see what was happening and who was responsible for what.” Kelly explained.
Tracking the growing volume of inquiries and custom sessions became essential. Lynda wanted to ensure that every organization received a tailored experience and that nothing slipped through the cracks.
“We were getting busier and needed to understand what each organization wanted. Capsule made it possible to capture that information and adapt our work to their needs,” said Lynda.
By having everything logged in one place, Capsule gave them a clear picture of where every client was in their journey. This visibility made it easier to stay on top of admin, provide a consistent client experience, and maintain the personal, thoughtful service that defines the business.
Maintaining clarity, consistency, and control
The team needed a clear working structure, so Kelly helped design a complete workflow using Capsule’s Tasks and Tracks features. Every inquiry follows a clear path from initial contact to post-session follow-up.
Kelly said, “The way the Tracks are set up means we never miss anything. Everyone knows exactly who needs to do what and when. You get those alerts and prompts, and it just works.”
This process-driven approach has transformed how the team collaborates. Capsule gives them a shared space to track actions, responsibilities, and client details, removing the risk of something being lost in an email thread or forgotten on a to-do list. For Lynda, that structure has brought peace of mind and a new level of professionalism to her growing organization.
Lynda explained, “It’s given us that sense of order, commitment, and professionalism around what we do. It saves money because there’s no repetition, and you always know exactly where you’re at with things.”
Professionalizing the business
Capsule’s intuitive design has also made onboarding much more straightforward. Lynda loves the clean interface that makes it easy to manage, even with limited tech skills.
“It’s so straightforward that you can’t do it wrong, really. I’m not techy, but it’s a fail-safe. You can’t go wrong with it.”
Instead of spending hours trying to locate client information or repeat administrative tasks, Lynda can now focus on preparing and delivering impactful sessions. Capsule’s easy access to notes and communication history means every client conversation starts with context. Something that not only saves time but also enhances the quality of their service.
“If Kelly sets up a client call, the original inquiry goes into Capsule. I can see exactly what they’re looking for and tailor my response. Everything’s in one place.”
Personalizing every client interaction has had a tangible impact on their business reputation. It’s made the team more responsive, more consistent, and more confident, qualities that matter when you’re working with sensitive subjects like menopause and workplace wellbeing.
Seamless communication with Transpond
Lynda and Kelly use Capsule’s integrated email marketing platform, Transpond, to strengthen their communications. Each month, they send out a newsletter to their growing network of clients, keeping them informed about new training opportunities, updates, and events.
Kelly shared that “Nearly every newsletter we’ve sent out has generated some kind of inquiry. I love being able to see who’s received it and whether they’ve opened it all without leaving Capsule.”
This real-time visibility into engagement has made their marketing far more effective. They can instantly see which organizations are interacting with their content, which topics resonate, and where follow-ups might be most valuable.
Lynda adds, “To know who’s opened your newsletter, how many times they’ve opened it, and even where they are in the world, it’s brilliant. You can actually see your work having an impact.”
By using Transpond instead of separate tools, they’ve streamlined their workflow, reduced costs, and gained insights that help them make more strategic communication decisions.
Why Capsule?
For Making Menopause Work, Capsule CRM has become the invisible engine that keeps everything running smoothly. It helps Lynda and Kelly manage their expanding client base, deliver personalized experiences, and stay in control, all without unnecessary complexity.
Together with Transpond, Capsule enables them to build stronger client relationships, generate new inquiries, and keep track of every conversation and task. It’s a solution that saves time, boosts productivity, and gives small teams the clarity and confidence to grow.
Looking for a CRM that brings order, simplicity, and visibility to your growing business? Try Capsule free for 14 days and see how you can save time, stay organized, and never miss a thing.
