Guides
Practical guides for better work
Methods, templates and checklists for everyday work in a small company. Useful with or without Tessa.
- How to follow up with clients without a CRM (and not lose any of them)How to follow up with clients and leads without a CRM: a few stages, a follow-up cadence, email templates and the signs a deal is going cold.
- How to prepare for a meeting in five minutesPrepare for any meeting in five minutes: what to review, how to write a three-point agenda and a checklist so you arrive knowing what you want.
- How to write meeting minutes: a guide and a template to copyWrite clear meeting minutes: what to include, how to word decisions and action items, plus a ready-to-copy template you can start using today.
- How to manage email with AI without losing controlStop living in your inbox: a four-decision triage, email time blocks, filters worth setting up and how AI helps without taking control away from you.
- How to chase overdue invoices (with three email templates)Chase an unpaid invoice without damaging the relationship: a reminder schedule and three email templates (friendly, second reminder and firm).
- Employee onboarding in a small business: the complete checklistAn onboarding checklist for small businesses: what to prepare before day one, in the first week and in the first month, with a template to copy.
- How to write an investor update (with a template)How to write a monthly investor update: which metrics to include, how to share bad news and a ready-to-copy template you can send this month.
- Bank reconciliation for small businesses: what it is and how to do itWhat bank reconciliation is, how often to do it and how to match bank transactions to invoices step by step, plus the tricky cases and how to handle them.
- Spanish tax forms for freelancers and limited companies: which ones and whenWhich Spanish tax forms a freelancer (autónomo) and an SL file, and when: 303, 111, 115, 130, 390, 190, 180, 347 and 200, with a month-by-month calendar.
- How to use AI in your company and stay GDPR compliantHow to use AI tools in your company without breaching GDPR: data processing agreements, data minimisation, EU storage and human oversight, made simple.
- How to automate repetitive tasks without knowing how to codeHow to spot which tasks to automate, write them as “when X happens, do Y” rules and get started without code and without losing control of what gets sent.
- How to prioritize tasks when everything feels urgentLearn to prioritize work tasks with the Eisenhower matrix, three daily priorities and a weekly review, with practical examples for small teams.
- How to roll out AI in a company of 30 to 250 peopleA phased plan to bring AI into a 30–250 person company: a pilot team, who decides, IT and data protection sign-off, and how to measure adoption.
- AI usage policy for employees: what to include, plus a templateA free AI usage policy template for your company: approved tools, client data, GDPR and human review. Ready to adapt and share with your team today.
- How to coordinate across teams without adding more meetingsHow to coordinate departments without filling the calendar: visible dependencies, one owner per task, one place for blockers and a weekly pulse.
- What breaks when you go from 10 to 50 people (and how to avoid it)What breaks when you grow from 10 to 50 people: communication, decisions, context, onboarding and processes. Warning signs and what to do about each.
- How to document internal processes without anyone writing a manualHow to document your company’s processes without anyone writing manuals: a one-page template and a wiki fed by your meetings and Slack channels.
- How to reduce meetings (and make the ones you keep worthwhile)How to cut your team’s meetings: a calendar audit, what to move to async and minutes with tasks so the meetings you keep are actually worth having.
- How to get more out of Slack with AIHow to use AI in Slack: summarise threads, turn messages into tasks, find past decisions and ask in-channel. Plus habits that help with or without AI.
- How to stop being the bottleneck as a startup founderIf everything in your startup goes through you, this guide helps you delegate, tame your inbox, automate follow-ups and set routines that free your week.