How to track client inquiries and replies
Set up a shared list of unanswered inquiries, who will reply, and when. Includes a blank spreadsheet and a filled example.
Open the guide →Chill&Automate
Processes
Define the inputs, responsibilities, steps and checks. These procedures work with or without automation.
Follow up without sending it twice
Set a review date and name one person to reply. Use the message template, then stop follow-ups when the client responds or asks to wait.
Open the guide →From inquiry to accepted proposal
Record exactly which scope, price, and proposal version the client accepted, so the team starts from the agreed offer.
Open the guide →How to hand off an accepted client project
Give your teammate the agreed scope, materials, and first task in one handover brief, so they can start without reconstructing what you promised the client.
Open the guide →Check next week's capacity before promising a project start
A project can be attractive and still not fit the team's next week.
Open the guide →Client onboarding checklist: what to collect before starting
List the materials and access you need, name who will supply them, and separate start-day essentials from items that can wait. Includes a downloadable checklist.
Open the guide →Hand over client files and access so your team can start work
A link in an email does not mean your teammate can open the file. Set up separate Google Drive folders and check the handover using the recipient’s work account.
Open the guide →Build a shared work tracker people can update without breaking its formulas
Your team has a spreadsheet, but one person writes “waiting,” another writes “pending,” and a third overwrites the formula that totals the open work.
Open the guide →Recover an overwritten spreadsheet without losing today's good entries
Restoring yesterday's spreadsheet can bring back a damaged value and remove today's valid work at the same time.
Open the guide →Collect complete client materials with one clear request
Request usable materials and follow up only on missing items. Includes a register and request wording.
Open the guide →How to prepare a weekly client report
Prepare a campaign update with results, a short explanation, and a next action. Includes calculations, a sample message, and checks for missing data.
Open the guide →A successful import is not a correct report: checks before sending
A report can look current while missing part of its period. Check seven days, duplicates, totals, and recipient access in a simple Google Sheets example.
Open the guide →Detect a scheduled automation that did not deliver its result
An automation that never starts may send no error. Set up a separate expected-job check in Google Sheets with an alert to your own email address.
Open the guide →From delivered work to paid invoice
Track projects waiting to be invoiced and invoices waiting for payment. Before following up, check payments, the remaining balance, and any dispute.
Open the guide →Report booked work, invoices, and cash as three different numbers
You accept a project this week, invoice part of it, and receive a smaller payment.
Open the guide →An automation failed: retry it without creating a duplicate
A write error does not prove that no record was created. Inspect one incomplete Make execution and decide whether to retry from the actual destination result.
Open the guide →Ten checks before relying on an automation
A successful first transfer covers only one situation. Check repeated input, missing data, and revoked access before the team relies on the connection.
Open the guide →Change an automation with a saved baseline and a clear stop decision
You need to change one step in a workflow that already handles real work.
Open the guide →Shared inbox, sheet or CRM?
Find out when shared email is enough, when to add a spreadsheet, and when a CRM is worth considering. Answer a few questions for a suggested setup.
Open the guide →Pipedrive or HubSpot for a small team?
Pipedrive for managing sales, or HubSpot for forms, conversations, and CRM together? Compare fit, plan requirements, and costs for a small team.
Open the guide →Make or n8n: which fits your team’s automation?
Choose around the apps you need to connect and the person who will maintain the connection. See the differences through an inquiry-to-spreadsheet example.
Open the guide →Hand over shared files and automations before removing a colleague's account
A colleague leaves, someone removes the account, and the team discovers that a useful file or automated task belonged to that person.
Open the guide →Check a browser extension before it touches client work
An extension promises to summarize a page or capture a screenshot.
Open the guide →Give colleagues access to a client mailbox without sharing its password
Two people cover a client mailbox, but both sign in with the same password.
Open the guide →Try an AI task with a fictional case before adding client information
You want to see whether an AI tool can sort an inquiry, summarize a brief, or prepare a reply.
Open the guide →Is automation worth it? Calculate the full cost
Compare manual work with the setup and running costs of automation. The calculator includes checking and maintenance time, with optional subscription costs.
Open the guide →Cancel unused software without breaking the work around it
An unused subscription can still own something useful: a glossary, a client file, an integration credential, or an export someone needs next month.
Open the guide →