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9 resources

Checklist · Beginner · 10 min
New tool rollout checklist
What to do the week a new tool goes live so people actually use it.
- Tools fail on adoption, not features. This week decides it.
- ☐ The three jobs it is for are written and shared
- ☐ Data imported and deduplicated
Items 10
Guide · Beginner · 8 min
Choosing software for a small business
A short method for picking a tool without a six-month evaluation or a regret.
- Small businesses lose weeks to tool evaluations and years to the wrong tool. This guide is a method that takes an afternoon and produces a choice you can defend: three jobs, two trials, one decision written down.
- Three jobs, not thirty features
- Two trials with real data
Cheat sheet · Beginner · 5 min
Small business systems cheat sheet
The systems a small business runs on and what each must do. 4 sections, 16 entries.
- Money
- Customers
- Work
Entries 16
Checklist · Beginner · 10 min
Monthly business admin checklist
The admin that keeps a small business out of trouble, done once a month.
- Small businesses get into trouble through missed admin, not bad decisions. This list is the monthly minimum.
- ☐ Books reconciled and closed
- ☐ Invoices sent for all completed work
Items 10
Guide · Beginner · 10 min
Writing procedures people follow
How to write a standard operating procedure that a new person can follow the first time.
- Most procedures are written for the person who already knows the job. This guide is a method for writing one that a new person follows correctly on their first attempt, which is the only test that matters.
- Header, trigger, owner
- One action per step, named controls
Playbook · Beginner · 4h
Choose and roll out a CRM: playbook
Select a CRM for a small team and roll it out so it is actually used within a month.
- Every customer conversation logged in the CRM within a month.
- Step 1: Write the three jobs
- Step 2: Trial two for a week
Steps 5Deliverables 3
Playbook · Beginner · 2h
Document and file organisation: playbook
Set up a shared file structure and naming convention that people actually follow.
- Anyone finds any document in under a minute without asking.
- Step 1: Structure by function, two levels
- Step 2: Name for sorting
Steps 5Deliverables 3
Playbook · Beginner · 2h
Invoicing and collections process: playbook
Get invoices out the day work is done and paid within terms, with reminders that escalate on a schedule.
- Average days to payment under terms plus seven.
- Step 1: Fix the terms and the template
- Step 2: Invoice on completion
Steps 5Deliverables 3
Playbook · Beginner · 4h
Set up bookkeeping for a small business: playbook
Put bookkeeping on a monthly rhythm with accounts, categories and a close that takes an afternoon.
- Books closed within five days of month end, every month.
- Step 1: Simplify the chart of accounts
- Step 2: Connect the feeds
Steps 5Deliverables 3

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