Short guides for owners, no jargon

Formats, routines and checklists on orders, payments, enquiries, stock and staff tasks. Use them with a notebook or a sheet. Read before you decide on any software.

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Sales · featured

Why enquiries go cold, and a follow-up routine your team can keep

Six places where enquiries and leads get lost, an enquiry list with eight columns, and a seven-step follow-up routine that a small sales team can keep up.

4 min read

Sales

Quotation sent, no reply: how and when to follow up

How many times to follow up a quotation, on which days and in what words, what to say when the rate is called high, and a register that keeps quotes alive.

4 min read