Series · 4 parts

Guides & checklists. Do this before you buy or build

Checklists and worksheets you can run yourself, usually in under an hour, before you spend money on software, a new website or an AI assistant.

In this series

Each guide ends with the point where outside help starts to earn its keep, and not before.

  • A pen or a blank spreadsheet
  • Twelve months of card and bank statements
  • Twenty minutes with the person who does the work
  1. Twenty minutes with your bank statement before you buy more software

    A worksheet: keep, cancel, connect or finish. 4 min read

  2. Five signs the spreadsheet is now running your business

    When a list becomes a system it was never built to be. 4 min read

  3. What an AI receptionist should handle, and what it should hand to you

    Questions with one right answer go to the assistant. The rest go to you. 4 min read

  4. Rebuilding your website? Map every old address first

    The 88-address check, step by step. 4 min read

Want one of these looked at for your business?

Bring the question to a free call. We will tell you what we would do, in plain words.