Does Your Small Business Need a CRM? 5 Signs, and the Best CRMs to Start With
Sticky notes, three versions of the same spreadsheet and a lead you forgot to call back? Here are five signs your business is ready for a CRM, and the best ones to start with.
How to Write an SOP for Your Small Business (With a Simple Template)
If every task in your business lives in your head, you’re the bottleneck. Here’s how to write an SOP in 7 simple steps, plus a template you can copy.
7 Tasks Small Business Owners Can Automate (Without Complicated Software)
You don’t need complicated software to win back hours every week. Here are 7 everyday tasks small business owners can automate, and simple ways to start.
How to Create a Client Intake Form That Saves Time (With Questions to Ask)
A good client intake form gets you the right information before the first call. Here’s how to create one, plus the questions worth asking.
How to Organise Client Information Without Losing Track of Important Details
Client details scattered across WhatsApp, email and notebooks? Here’s a simple system to organise client information so nothing important slips through.
How to Set Up WhatsApp Business Auto-Replies (With Message Examples)
Customers messaging you at all hours? Learn how to set up WhatsApp Business greeting messages, away messages and quick replies, with examples you can copy.
How to Create and Send an Invoice in QuickBooks (Step-by-Step Guide)
New to QuickBooks? This step-by-step guide shows you how to create and send a professional invoice, so clients know exactly what they owe and when.
How to Set Up an Online Booking System for Your Small Business
Tired of the back-and-forth messages just to set an appointment? Here’s how to set up an online booking system so clients can book you in a few clicks.
Service Agreement Template for Small Businesses: What to Include Before You Start Working
A new client, a verbal agreement and a few unexpected changes can quickly turn a simple project into a headache. Here's what to include in your service agreement, plus a starter template.
