Learning path · Beginner · 6h
The systems a small business runs on
Money, customers, work and risk: set up each system once, on a rhythm, so the business runs without heroics.
- operations
- learning-path
Inside this learning path
- Set up bookkeeping, invoicing, a CRM, a task system and the risk basics for a small business, each on a weekly or monthly rhythm.
- Skills: Monthly close and cash view, Invoicing and collections, CRM and pipeline discipline, Task and document systems, Backups, access and compliance basics
- Time
- 6h
The full learning path opens with a membership that covers Business Systems.
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Sign inModules
- 01Module 1: Money systems
Module · 1h 15m · Bookkeeping, invoicing and the cash view that lets you make decisions from numbers.
- 02Module 2: Customers, work and risk
Module · 1h 15m · The CRM, the task system, the document structure and the small set of protections that prevent big problems.
