Guides you can work through, not just read.
Playbooks, checklists and templates for the jobs every service business faces: setting up, switching tools, invoicing properly, onboarding clients and closing the year.
Guides
Read it- ChecklistNew client onboarding checklist for service businessesThe first week of a new client relationship sets the tone for the rest of it. A short, repeatable onboarding routine makes every client feel looked after, and prevents most later disputes.4 min read
- PlaybookInterior design project playbook: from first brief to handoverInterior projects fail at the joins: between the brief and the estimate, the estimate and the site, the site and the invoice. This playbook sets out each stage and what must pass to the next.5 min read
- TemplateThe small business invoice: every field it needs, with a templateAn invoice has one job, to get paid, and every field on it either helps or gets in the way. Here is each one, why it is there, and a template to start from.5 min read
- ChecklistMoving off spreadsheets: the migration checklistA migration fails in the preparation, not the import. Work through this list before you move anything, and the switch takes days rather than weeks.4 min read
- ChecklistYear-end checklist for small service businessesThe end of a financial year is the one moment every loose end becomes visible. An afternoon with this checklist closes them, makes your accountant's job easier and sets up next year properly.4 min read
Rather try than read?
Run a sample business in the interactive demo, or put your own numbers through the free tools.