What do you need to work on?

Choose a specific task. Each guide shows what it helps you do and which resource you can take with you.

Inquiries & proposals

From receiving an inquiry through replies and follow-ups to an accepted proposal.

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.

Guide + CSV tracker

How to turn form submissions into inquiry records

Record each inquiry once, assign it to a teammate, and catch transfers that never reached your list.

Guide + worksheet

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.

Guide + message template

From inquiry to accepted proposal

Record exactly which scope, price, and proposal version the client accepted, so the team starts from the agreed offer.

Guide + agreement record

Projects from kickoff to payment

Hand over the work, collect client materials, report progress, and track payment.

Help me choose where to start ↗

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.

Guide + handover brief

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.

CSV checklist + readiness check

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.

Guide + report example

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.

Guide + reminder template

Software & automation

Compare CRM and automation tools by team needs, upkeep, and total cost.

Help me choose where to start ↗

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.

Decision tool

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.

Comparison + decision worksheet

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.

Comparison + configuration checklist

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.

Interactive calculator