Category🤔 Advice

Read our general advice to questions from readers.

Item Check-In System

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Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on it. They may then hand the uniquely numbered ticket back to...

Course Creation VA

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Question: I am a life, health and Self-Care Coach who is currently searching job platforms for some VA support as I create my online course. I am looking for support with creating my content and designing my presentations (in Canva?). I need help with knowing how to manage a remote VA, structure tasks, delegate high-priority projects and keep everything on track. What are your tips on...

Insurtech Process Management

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Question: I am on the hunt for a business process guru. I started a small insurtech company 2 years ago and we have been doing well and growing along the way. This year we added 2 more products and I’m starting to feel the pain of being a solopreneur while lacking some automation/processes so when we start to run on all cylinders I have a lot of systems in place to help me operate smoothly...

Basecamp for Digital Media Remote Agency?

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Further Details: We are a boutique digital media (fully remote) agency looking for help with knowing if Basecamp3 is the best choice for our digital media agency. We’ve switched from Asana to Trello to Basecamp and are lacking recurring features (which is driving us crazy) as well as quick templates for completing tasks. We’re tired of switching software and really need a recurring...

Replicating a grocery checkout experience via Typeform

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Further Details: I am basically replicating a grocery check out experience via Type form but can’t work out how to set up the conditional logics that need to be programmed. Basically, I want to create a typeform for my grocery store. Initially the typeform will sell Eggs, Milk, Vegetables, Fruit, Bread and Special Requests. The user can make multiple selections on the above products ie they...

PM Advice – ClickUp, Evernote, Trello, Monday…we’ve tried everything!

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Further details: I would like PM software to help manage my small business. We have 2 full time employees and hire on freelancers/independent contractors frequently for one-off projects or long term project. We currently have 2 teams that we have on retainer that we work with. One team is for video production (primarily youtube, but also short video ads, promos etc), the other team is for social...

What is a simple, cheap way to move my retail store online and take orders?

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With the recent Government lock-down rules, you might be in the position where your café, restaurant or retail store can only serve people through online orders or takeaway. What’s the quickest, easiest, least-techie way to move your retail store to online ordering? Let’s first look at your experience options: Customer visits your store and orders from the front window/counter...

How do I plan out my weekly meetings to avoid traffic?

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With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place. One strategy that we recommend to clients is to set up their scheduling / booking calendar page in a way that...

Should I use Notion for task management?

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Question: I need help setting up my Notion and get me going on a functional task list and task management system within it. Found great videos but feels overwhelming to set up and get going. I have lots of different projects happening at the same time with my business and personal life and like most of us… need a system that is very easy to use and not be overly complicated that will help...

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.