Learning Center
Plain-English answers for business owners
Plain-English answers to the sales, marketing, and operations questions owners ask most — with links to the templates that put each answer into practice.
35 resources
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How often should I follow up with a lead?
More than once, and more than most people are comfortable with.
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How do I create a simple client onboarding process?
Write down what should happen in the first two weeks, assign an owner and a deadline to each item, and do it the same way every time.
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How do I manage my time when I'm doing everything?
Decide the week before it decides you, and protect time for the work that only you can do.
Business operationsfaqlearningPreview - Learning CenterMembers
How do I stop scope creep?
Write down what is included and what is not, before the work starts, and use a written change process for everything else.
Business operationsfaqlearningPreview - Learning CenterMembers
What is a CRM and do I need one?
A CRM — customer relationship management system — is where you keep track of everyone you are talking to and what needs to happen next.
Business operationsfaqlearningPreview - Learning CenterFree
What is an SOP?
An SOP — standard operating procedure — is a written description of how a recurring task gets done in your business.
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When should I hire someone?
When you have consistent work you cannot deliver, the money to pay for help through a slow patch, and a written description of the job.
Business operationsfaqlearningPreview
Questions about Learning Center
Is this professional advice?
No. It is general educational information. Talk to a qualified professional for legal, tax, or financial decisions.
How is this different from the templates?
The Learning Center explains the why. The action categories hold the templates you copy and use.
Can I suggest a topic?
Yes. Send a question through the contact page.
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