ICONIC BUSINESS OWNER · OPERATIONS
Which task keeps coming back to you?
If an invoice, customer enquiry or new starter always needs your instructions, start there. These guides and templates help you write down the steps, hand over the work and see where it slows down.
Find a workflow guide ↓Improve one recurring job
- Document it. Take a task such as sending an invoice. Write down what starts it, who checks the details and what counts as done. If it passes between people, sketch the handoffs and keep the instructions where the team can find them.
- Automate one step. For example, set a reminder when an invoice is overdue. Give someone responsibility for checking exceptions, such as a disputed amount.
- Measure and adjust. Track how long the task takes, where it waits and how often someone has to redo it. Compare the next few runs before changing another step.
Two free templates to put to work
to document a customer service handoff, a sales process or onboarding. Add a workflow diagram when the next step depends on someone’s decision.
to make checking expected payments and upcoming expenses part of your weekly routine.
Operations guides by task
Choosing software for your workflow? Browse the small business tools and software guides.