Description
Build reliable back‑office systems that keep a tiny business organized without enterprise tools. You will design a weekly cadence covering inbox, invoicing, cash tracking, and client updates. We provide plug‑and‑play spreadsheets for quotes, invoices, and aged receivables with gentle automation. You’ll learn a two‑folder file architecture and naming conventions that prevent version chaos. We outline a “single source of truth” dashboard so tasks, notes, and links live in one place. You will adopt a 30‑minute Friday close process to reconcile cash and plan next week’s priorities. Email templates reduce back‑and‑forth on scope, deadlines, and change requests. A tiny contract workbook clarifies deliverables, payment timing, and acceptable revisions. We cover risk basics: data backups, password hygiene, and simple client data policies. Expect calm, repeatable admin that scales with you instead of getting in your way.
On‑demand videos + spreadsheet pack + SOP checklists + email/contract templates
3 hours
Micro‑SOPs, receivables control, file/org hygiene, weekly close, lightweight risk management.
Freelancers and micro‑business owners needing order without complexity.
