small business tips

Hiring Checklist: 15 Things So You Do Not Hire the Wrong Person Again

A hiring checklist for small business owners: 15 simple steps, from the 90-day scorecard to reference calls, so your next hire is the right one.

Delegation Checklist: 15 Things So You Do Not Redo the Work You Hand Over

A delegation checklist for business owners: 15 simple steps to hand over a task once, so it comes back done right and you stop redoing it yourself.

Customer Complaint Checklist: 15 Things So You Do Not Lose a Customer When They Complain

A customer complaint checklist for business owners: 15 simple steps to answer, fix and follow up on a complaint so the customer stays with you.

Lead Response Checklist: 15 Things So You Do Not Lose Leads While You Are Busy

A lead response checklist for business owners: 15 simple things so every enquiry gets a fast reply and a follow-up, even on your busiest day.

New Hire Onboarding Checklist: 15 Things So You Do Not Lose New Hires in Their First Week

A new hire onboarding checklist for business owners: 15 simple things to do before and during week one so new people settle in and stay.

Cash Flow Checklist: 15 Things So You Do Not Run Out of Cash in a Busy Month

A cash flow checklist for business owners: 15 simple things to do this week so a busy sales month does not leave you short of cash on payday.

Small Business Security Checklist: 15 Things So You Do Not Get Hacked

A small business security checklist: 15 simple things to do this week so a fake payment request, a stolen password or a dead laptop does not cost you.

Employee Exit Checklist: 15 Things So You Keep Your Data When Staff Leave

An employee exit checklist for small businesses: 15 things to do before someone's last day so you keep your logins, files, clients and money safe.

Owner Holiday Checklist: 15 Things So Your Business Runs Without You

An owner holiday checklist for small businesses: 15 things to set up so the team runs without you and nobody calls you while you are away.

Payment Follow-Up Checklist: 6 Habits to Stop, and What to Do Instead

A payment follow-up checklist for small businesses: 6 habits to stop when chasing client invoices, and what to do instead, from first reminder to escalation.

Software Vendor Checklist: 20 Questions to Ask Before You Sign

A software vendor checklist: 20 questions to ask on the demo call before you sign, from who owns your data to what year two costs and how you leave.

Outgrown Excel Checklist: 20 Signs Your Business Needs More Than a Spreadsheet

An outgrown Excel checklist: 20 signs your spreadsheets are holding the business back, from version chaos to reports only one person can build, and what to do.

Owner Bottleneck Checklist: 15 Signs Everything Runs Through You

An owner bottleneck checklist: 15 signs every decision, file and payment in your business still runs through you, with how to check and fix each one.

WhatsApp Business Checklist: 20 Mistakes Costing You Customers

A WhatsApp Business checklist of 20 common mistakes that lose customers, from missing away messages to lost orders, with how to check and fix each one.