Understand your business.
Find what to improve first.

Writing social captions Email campaigns Ad copy & creative briefs Blog / long-form content Repurposing content Planning what to post

Website forms Referrals Social media Outbound prospecting Marketplaces or directories Events or networking Other sources

LinkedIn or social-media outreach Cold email Cold calling Networking and events Referral requests Paid advertising Inbound enquiries only No consistent outreach process

Capturing lead information Qualifying leads Finding suitable prospects Researching prospects Personalising outreach Maintaining a contact cadence Tracking calls, messages and replies Recording the next action Coordinating email, phone and social outreach Booking meetings Preparing for sales calls Writing proposals or quotes Following up Updating the CRM Tracking pipeline status Forecasting sales Handing customers into onboarding

Invoicing & billing Scheduling & calendar Reporting & data entry Writing processes / SOPs Research & competitor tracking Team handoffs & approvals Project delivery & task tracking Finding documents & answers Renewals, referrals & offboarding

Responding to enquiries fast Onboarding new customers Answering repeat questions Managing reviews & feedback Communicating in other languages

Hiring employees Hiring contractors or freelancers Onboarding team members Managing an existing team Not applicable yet

Writing job descriptions Screening applications Scheduling interviews Contracts and paperwork Employee or contractor onboarding Access and equipment setup Training and internal documentation Leave and absence administration Timesheets and expenses Performance-review preparation Employee questions and policy access Offboarding and removing access

Google Workspace Microsoft 365 Notion HubSpot / CRM Airtable Project-management tool Xero / QuickBooks Zapier Make ChatGPT Claude Mostly email and spreadsheets