Ideas on productivity, habit building, skill development, and making progress that compounds.
A new client onboarding process in 7 steps, from the signed contract to the first check-in, with a checklist to copy and the mistakes that make a good sale start badly.
A paper small business planner is great for the week and poor at everything else. Here is what a small business planner needs to cover, how to set one up in an afternoon, and when digital beats paper.
A small business onboarding process in 5 stages, from before the start date to the 90-day check-in, with onboarding best practices that do not need an HR department.
Most small business owners can delegate. The trouble is the handover, and the quiet habit of taking work back. A practical way to decide what to hand over, how to brief it, and how to let it go.
OKR examples written for businesses of 3 to 20 people, by area: sales, customers, operations, team and marketing. Plus business goals examples, team goals examples, and how to set OKRs without the overhead.
The one-on-one meeting questions worth asking, grouped by what you are trying to learn, plus a simple 1 on 1 meeting agenda for a small team where the manager is often the owner.
Quarterly planning in half a day: review the last 90 days, choose 1 to 3 goals, turn them into projects and owners, and run a quarterly business review that takes an hour, not a week.
What a RACI chart is, how to make one in 20 minutes, a worked example for a small business, and when a simpler accountability chart does the same job with less effort.