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Guides for running a small business better
Step-by-step guidance written for owner-operated and small service businesses. Every guide ends with a document you can actually use, not a summary of theory.
Guides
How to Write an SOP
To write an SOP, pick one repeatable task, perform it while recording each action, then write those actions as numbered single-verb steps with an owner, prerequisites, decision points and a definition of done. Test it with someone who has never done the task, fix what confused them, and set a review date.
Open GuideEmployee Onboarding Process
A working employee onboarding process runs in four phases: pre-start setup before day one, a structured first day, a first week of supervised work and reading, and a 30/60/90-day plan with scheduled check-ins. Each phase has named owners and written expectations so competence, not just paperwork, is the outcome.
Open GuideHow to Write a Business Proposal
Write a business proposal in this order: restate the client's situation and objective in their words, recommend one approach, list concrete deliverables and exclusions, present two or three priced options, show the timeline and dependencies, then close with a single dated next step. Keep it under six pages and put credentials at the back.
Open GuideClient Onboarding Process
A reliable client onboarding process runs over roughly two weeks: send a welcome message and a single consolidated asset request on day one, hold a kickoff with a circulated agenda within five working days, confirm communication and approval expectations in writing, and deliver something visible inside the first two weeks.
OpenPopular free templates
SOP Template
A standard operating procedure template gives you a fixed structure for writing down a repeatable task: what the procedure covers, who owns it, what is needed before starting, the numbered steps, and how you know the work was done correctly. Fill it in once for a job you repeat weekly and anyone on your team can run that job the same way.
Open Free templateEmployee Onboarding Checklist
An employee onboarding checklist tracks everything that has to happen from the moment an offer is accepted through the first 90 days: paperwork, equipment, access, introductions, training and check-ins. It stops the common failure where a new hire spends week one waiting for a laptop and a login.
Open Free templateNew Hire Checklist
A new hire checklist is the short setup list a manager works through so a new employee arrives to a working desk, van or account on day one. It covers equipment, system access, day one logistics and the first week of supervised work.
Open Free templateClient Onboarding Checklist
A client onboarding checklist covers everything between a signed agreement and productive work: welcome message, kickoff meeting, required assets and access, points of contact, communication expectations, schedule and the first deliverable. It removes the stalled first two weeks that damages otherwise good engagements.
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