Short, honest and written to be used: client tracking, quotes, follow-ups and the tools that help. No sign-up, no newsletter pop-up.
A free client list template you can download now, the twelve columns a customer list actually needs, the ones to leave out, how to keep it clean, and what to do when it outgrows a spreadsheet.
Read the guideWhat a CRM should do for a plumber, electrician, builder or decorator, what to ignore, how to run quotes and repeat work from your van, and a free spreadsheet to start with.
Read the guideThe approved mileage rates, the 10,000-mile step, passengers, what does and does not count as business travel, and the record you need to keep. With a free calculator.
Read the guideWhen to chase a quote, how many times, what to write, and three short messages you can copy. Plus what to say when they went elsewhere, and the one habit that means you never forget to follow up again.
Read the guideHow to write up a quote step by step, what it must include, a full example quote you can copy, the mistakes that lose the job, and what to do after you send it.
Read the guideMost of a photographer's work comes from people they have already photographed. A simple system for getting the next booking, from the shoot to the follow-up a year later.
Read the guideWhat time and a half actually means, how to calculate it for hourly and salaried staff, the bank holiday myth, and the rules that do apply. With a free calculator.
Read the guideThe two sums every small business needs, the 20%, 5% and 0% rates, the mistake almost everyone makes when removing VAT, and when you have to charge it at all.
Read the guideEverything a UK invoice must show, the extras a VAT invoice needs, payment terms that actually work, and what to do when it is late.
Read the guideWhat the law does and does not say about overtime, how time and a half is worked out, and the mistakes small employers make. With a free overtime calculator.
Read the guideA simple monthly system for a small business: categories that mean something, a budget for each, receipts dealt with once, and a ten-minute month end.
Read the guideWhere a spreadsheet beats a CRM app for a small business, where it does not, and how to tell which side of the line you are on.
Read the guideMost small businesses chase new leads and forget the people who already paid them. A simple keep-in-touch system: who to contact, when, and what to say.
Read the guideA client tracker layout that actually works in Excel or Google Sheets, the three formulas that make it useful, and the signs that you have outgrown it.
Read the guideMost CRMs are built for sales teams. Here is what a one-person business actually needs from one, what you can ignore, and the pricing traps to avoid.
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Sheetsmith