001 / Unreasonable HospitalityAn afternoon · Free
The first hour after a yes
A fixed set of things that happen within an hour of a client signing.
Tools & resources / Database
100 systems to run a better business.
The habits, tools and small systems I put in place with clients. Most cost nothing. Plenty take an afternoon. Pick one, do it properly, then pick the next.
100 of 100 systems · first 6 open in full
002 / Unreasonable HospitalityAn afternoon · Free
Remember one personal thing
A field in your CRM for one non-work detail about every client.
003 / Unreasonable HospitalityAn afternoon · Low
The surprise budget
A small monthly amount anyone on the team can spend delighting a customer without asking.
004 / Unreasonable HospitalityA week · Free
Problem recovery rules
A written promise for what you do when you get something wrong.
005 / Unreasonable HospitalityAn afternoon · Low
The handwritten note habit
A short handwritten card sent at a meaningful moment in every client relationship.
006 / Unreasonable HospitalityA week · Free
Arrival experience audit
Walk through exactly what a new customer sees, hears and waits for in their first visit or call.
007 / Unreasonable HospitalityA week · Free
Named contact promise
Every client gets one named person who owns their experience end to end.
008 / Unreasonable HospitalityAn afternoon · Free
The goodbye ritual
A deliberate way to close every project or engagement.
009 / Unreasonable HospitalityA month · Free
Anticipate the next question
A list of the questions customers ask at each stage, answered before they ask.
010 / Unreasonable HospitalityAn afternoon · Free
Five-minute favour
A habit of doing small things that are not your job for clients.
011 / Sales & PricingA month · Free
Price the outcome, not the hours
Shift quotes from time and materials to fixed prices tied to the result.
012 / Sales & PricingA week · Free
Three-option proposals
Every proposal offers a small, medium and large version.
013 / Sales & PricingAn afternoon · Free
Scope change register
A simple log where every request outside the agreed scope is written down and priced.
014 / Sales & PricingAn afternoon · Free
Annual price review
A fixed date each year when you review and raise prices.
015 / Sales & PricingAn afternoon · Free
Lost deal debrief
A short call with every prospect who said no.
016 / Sales & PricingAn afternoon · Free
Referral ask moment
A planned point in every job where you ask for an introduction.
017 / Sales & PricingA week · Low
Pipeline in one view
A single board showing every live opportunity, its value and next step.
018 / Sales & PricingAn afternoon · Free
Minimum engagement size
A clear floor below which you do not take work.
019 / Sales & PricingAn afternoon · Free
Deposit before work
Every job starts with a deposit paid up front.
020 / Sales & PricingA month · Free
Productised starter offer
A small, fixed-price first engagement that leads into bigger work.
021 / FinanceAn afternoon · Free
Weekly cash snapshot
One page each week showing cash in the bank, what is owed to you and what you owe.
022 / FinanceA week · Free
13-week cash forecast
A rolling forecast of money in and out for the next quarter.
023 / FinanceA month · Free
Profit by client
Work out how much you actually make from each client after time and costs.
024 / FinanceAn afternoon · Free
Invoice the same day
Invoices go out the day work is delivered, not at month end.
025 / FinanceA week · Free
Profit first accounts
Separate bank accounts for profit, tax, owner pay and running costs.
026 / FinanceAn afternoon · Free
Subscription cull
A quarterly review of every software subscription and recurring cost.
027 / FinanceAn afternoon · Free
Owner pay rule
A fixed, regular pay for the owner, set before anything else.
028 / FinanceAn afternoon · Low
Monthly numbers meeting
One hour a month with your bookkeeper or accountant going through the numbers.
029 / FinanceAn afternoon · Free
Debtor follow-up script
A polite, firm script for chasing late payments.
030 / FinanceAn afternoon · Free
Know your break-even
A clear number for the revenue you need each month to cover costs.
031 / OperationsAn afternoon · Free
Weekly team huddle
A 15-minute standing meeting each week covering priorities and blockers.
032 / OperationsA month · Free
Write it down once
A shared library of how you do the things you do repeatedly.
033 / OperationsA week · Free
Job kick-off checklist
A standard list of what must be confirmed before any job starts.
034 / OperationsA week · Free
Quality check before delivery
A second pair of eyes on everything before it reaches a client.
035 / OperationsA week · Free
One place for everything
A single shared drive structure everyone uses the same way.
036 / OperationsAn afternoon · Free
Capacity board
A visual view of who is working on what over the next four weeks.
037 / OperationsAn afternoon · Free
Supplier scorecard
A simple twice-yearly rating of your key suppliers.
038 / OperationsAn afternoon · Free
Stop doing list
A list of things the business deliberately no longer does.
039 / OperationsAn afternoon · Free
Meeting-free mornings
A rule protecting set blocks of time for focused work.
040 / OperationsAn afternoon · Free
Monthly process fix
Each month, pick one annoying process and fix it properly.
041 / People & CultureA week · Free
Scorecard hiring
Define what success looks like in a role before writing the job ad.
042 / People & CultureA week · Free
First week plan
A day-by-day plan for every new starter's first week.
043 / People & CultureAn afternoon · Free
Monthly one-to-ones
A regular private conversation between each person and their manager.
044 / People & CultureA week · Free
Written values that bite
Three to five values written as behaviours you can actually spot.
045 / People & CultureAn afternoon · Free
Public praise ritual
A regular moment where good work is called out by name.
046 / People & CultureA week · Free
Decision rights map
A clear list of who can decide what without asking.
047 / People & CultureAn afternoon · Free
Exit interviews
An honest conversation with everyone who leaves.
048 / People & CultureA month · Free
Cross-training pairs
Every critical task has at least two people who can do it.
049 / People & CultureAn afternoon · Medium
Quarterly team day
A day each quarter away from client work to plan and reconnect.
050 / People & CultureA month · Free
Clear career steps
A simple written path showing how people grow in the business.
051 / Marketing & BrandA week · Free
One-sentence positioning
A single sentence that says who you help, with what, and why you.
052 / Marketing & BrandA month · Free
Customer words library
A collection of the exact phrases customers use to describe their problems and your help.
053 / Marketing & BrandAn afternoon · Free
Review request system
An automatic ask for a review at the happiest moment of every job.
054 / Marketing & BrandA week · Free
Case study habit
Turn every good job into a short before and after story.
055 / Marketing & BrandA week · Low
Email list you own
A simple, regular email to people who asked to hear from you.
056 / Marketing & BrandAn afternoon · Free
Content from questions
Every customer question becomes a post, article or video.
057 / Marketing & BrandAn afternoon · Free
Brand consistency check
A twice-yearly review of every place customers see your brand.
058 / Marketing & BrandA week · Low
Signature moment
One memorable thing every customer experiences that nobody else does.
059 / Marketing & BrandA month · Free
Partner referral network
Formal relationships with businesses that serve the same customers before or after you.
060 / Marketing & BrandAn afternoon · Free
Google Business Profile tune-up
A complete, current and regularly updated listing on Google.
061 / Risk & ResilienceAn afternoon · Free
Risk register
A simple list of what could seriously hurt the business and what you are doing about it.
062 / Risk & ResilienceA month · Free
Owner-out test
Take two weeks off and see what breaks.
063 / Risk & ResilienceA week · Low
Backups you have tested
Automatic backups of critical data, with a regular test restore.
064 / Risk & ResilienceAn afternoon · Free
Multi-factor everywhere
Turn on two-step login for every business account.
065 / Risk & ResilienceAn afternoon · Free
Payment change check
A rule that any change to bank details is confirmed by phone on a known number.
066 / Risk & ResilienceAn afternoon · Free
Crisis contact sheet
One page with everyone you need to call when something goes badly wrong.
067 / Risk & ResilienceAn afternoon · Free
Client concentration limit
A cap on how much revenue any one client can represent.
068 / Risk & ResilienceAn afternoon · Low
Phishing drills
Regular short training on spotting suspicious emails and messages.
069 / Risk & ResilienceAn afternoon · Free
Insurance review
An annual check that your cover still matches what the business does.
070 / Risk & ResilienceA week · Free
Key person cover plan
A written plan for what happens if a critical person is suddenly unavailable.
071 / Tools & AutomationAn afternoon · Low
Shared team inbox
A shared inbox for enquiries so nothing depends on one person's email.
072 / Tools & AutomationAn afternoon · Low
Online booking
Let customers book appointments or calls themselves.
073 / Tools & AutomationAn afternoon · Free
Enquiry auto-reply that helps
An instant reply to every enquiry that is warm and genuinely useful.
074 / Tools & AutomationA week · Low
Proposal templates
Reusable, well-designed proposals that take minutes to tailor.
075 / Tools & AutomationAn afternoon · Low
E-signatures
Send contracts and proposals for electronic signature.
076 / Tools & AutomationA month · Medium
Client portal
One place where clients see progress, files, approvals and invoices.
077 / Tools & AutomationA week · Low
Automated onboarding
A sequence of emails and forms triggered when a new client signs.
078 / Tools & AutomationAn afternoon · Low
AI meeting notes
Automatic transcripts, summaries and action lists from calls.
079 / Tools & AutomationA week · Low
AI first drafts
Use AI to draft routine documents, replies and summaries for a human to finish.
080 / Tools & AutomationA week · Low
Dashboard of five numbers
A single screen showing the five numbers that matter most.
081 / Tools & AutomationAn afternoon · Free
Bank feed reconciliation
Connect bank feeds to your accounting software and reconcile weekly.
082 / Tools & AutomationAn afternoon · Low
Receipt capture app
Snap receipts on your phone and send them straight to your books.
083 / Tools & AutomationA week · Low
Task management board
A shared board for every task, owner and due date.
084 / Tools & AutomationAn afternoon · Free
Customer feedback loop
A short automatic survey after every job, with someone responsible for reading it.
085 / Tools & AutomationA month · Medium
Quote to invoice workflow
Connect quoting, job tracking and invoicing so data is entered once.
086 / StrategyA week · Free
Annual plan on a page
One page setting out where the business is going this year.
087 / StrategyAn afternoon · Free
Quarterly priorities
Pick no more than three things to get done each quarter.
088 / StrategyA week · Free
Ideal customer profile
A clear description of the customers you do your best work for.
089 / StrategyAn afternoon · Free
Competitor watch
A light quarterly check on what competitors are doing.
090 / StrategyAn afternoon · Free
Kill a product
A yearly review of what you sell, retiring what no longer earns its place.
091 / StrategyA month · Free
Owner time audit
Track how you spend a fortnight and sort it into keep, delegate and drop.
092 / StrategyA month · Low
Advisory board of three
Three trusted outsiders you meet quarterly to test your thinking.
093 / StrategyAn afternoon · Free
Pre-mortem
Before a big decision, imagine it failed and list why.
094 / StrategyA week · Free
Customer advisory call
A yearly conversation with your best customers about where they are heading.
095 / StrategyA month · Free
Exit-ready habits
Run the business as if you might sell it in three years.
096 / Unreasonable HospitalityAn afternoon · Free
Same-day reply rule
Every customer message gets a human reply the same working day, even if it is just to say when you will have an answer.
097 / Sales & PricingAn afternoon · Free
Upsell only what helps
A short list of add-ons you offer only when they genuinely solve the customer's problem.
098 / FinanceA week · Free
Gross margin by service
Know the gross margin of every product or service you sell.
099 / OperationsA week · Free
Standard job templates
Ready-made templates for the jobs you do over and over, from quotes to task lists.
100 / People & CultureAn afternoon · Free
Staff ideas box with teeth
A simple way for anyone to suggest improvements, with a promise every idea gets a reply.