Guides and free tools.
How we write SOPs, map processes and decide what to automate, written down so you can do it yourself. Free, no sign-up.
Free tools
Time-leak calculator
What does manual, repetitive work cost you per year, and how fast would a fix pay back? Five numbers, one minute.
Open the calculator4 templatesSOP template pack
Ready-to-use SOPs for refunds, onboarding, fulfilment exceptions and invoice approval. Copy or download, then adapt.
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How to write an SOP: 7 steps, an example and a checklist
How to write an SOP in 7 steps: pick the task, watch it done, write one-action steps and test it on a new person. Includes a refund example and a checklist.
Read the guideProcess mapping · Operations · 9 min readProcess mapping for small business: a step-by-step guide
Process mapping for small business: pick one process, interview the people who do it, draw a swimlane map, spot delays and run a 60-minute workshop.
Read the guideShopify · Automation · 9 min readShopify back office automation: orders, refunds, stock, books
Which Shopify back-office jobs to automate and with what: Flow, Make, Zapier or a custom app. Orders, refunds, stock and accounting, with pitfalls to avoid.
Read the guideAutomation · Prioritization · 7 min readWhat to automate first: a 4-factor scoring method
Not sure what to automate first? Score each task on frequency, time, error cost and rules, then build the top one. Worked example and when to hold off.
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