Guides
Guides for small businesses. Clients, quotes, invoices and your website.
Short, practical answers to the questions we hear most from small service businesses – with templates you can copy. Free to read, no sign-up; the two PDFs below come by email.
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All guides
- Guide · 7 min readHow to write a quote that gets acceptedThe eight parts of a business quote that gets a yes: scope, options, a clear total, a validity date and one easy way to accept. With a template you can copy.Read the guide
- Guide · 6 min readHow to follow up on a quote without being pushyWhen and how to follow up after sending a quote: a simple three-message plan for small businesses, with email templates you can copy, and when to stop.Read the guide
- Guide · 6 min readA simple sales pipeline for a small service businessSet up a sales pipeline for a small service business: six clear stages with entry rules, a 20-minute weekly review, and three numbers worth watching.Read the guide
- Guide · 8 min readHow to choose a CRM for a small businessA practical checklist for choosing a CRM for a small business: what you need, the real three-year cost with per-user pricing, data export, GDPR, setup and support.Read the guide
- Guide · 7 min readWhat must be on an invoice in the EU?The details an EU VAT invoice must show under the VAT Directive, explained for small businesses: numbering, VAT, reverse charge, currency, payment terms and e-invoicing.Read the guide
- Guide · 7 min readFrom spreadsheets to a CRM in a weekendA weekend plan for moving a small business from spreadsheets to a CRM: decide your fields, clean the data, import companies, contacts and deals, and switch over on Monday.Read the guide
- Guide · 7 min readHow to get invoices paid on timePractical ways for small businesses to get invoices paid on time: clear payment terms, deposits, invoicing promptly, and three polite reminder emails you can copy.Read the guide
- Guide · 6 min readHow to reply to a website enquiryHow small businesses can reply to website enquiries so more of them become clients: reply quickly, answer the question, ask one good question back, and suggest a next step.Read the guide
- Guide · 7 min readWhat pages does a small business website need?The pages a small service business website needs – home, services, about, references, contact, legal pages – and what to put on each, with SEO basics that matter.Read the guide
- Guide · 6 min readHow to reduce appointment no-showsPractical ways to reduce no-shows and late cancellations for appointments: easy booking, clear confirmations, reminders, a fair cancellation policy and a waiting list.Read the guide
- Guide · 8 min readGDPR for small businesses: customer data in your CRMA plain-language guide to the GDPR for small businesses using a CRM: lawful basis, telling people what you do, keeping data only as long as needed, rights requests and your CRM provider.Read the guide
- Guide · 6 min readHow to price your services with packagesHow small service businesses can turn custom work into two or three clear packages: what to put in each, how to price them, and how to show them on your website and in quotes.Read the guide
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