Services three ways
Buy a template and do it yourself.
We sit down together in a workshop and get it done side by side.
Or hand the work to us and we’ll do it for you.
START HERE
Practical templates you can put to work this week.
Most of what keeps a small busy working smoothly comes down to having the usual things written down. These are the templates we use with our own clients.
BUSINESS CONTINUITY
Onboarding & Offboarding Checklists
Step-by-step lists for a new hire’s first day and a departing employee’s last.
Editable checklist
BUSINESS CONTINUITY
Asset Management Template
One place to record every device, subscription, and login your business depends on and who is responsible for each.
Spreadsheet + guide
KNOWLEDGE MANAGEMENT
Small Business Documentation Set
Templates for the processes you repeat every week, written so a new person can hit the ground running.
Document pack
WEB
Website Checklist
Checklist of the things you need to keep on top of to keep your website running smoothly and securely.
Workbook + checklist
COLLABORATIVE WORKSHOPS
We sit down together and do the work.
A working session, not a lecture. We bring the templates and the questions, you bring what you know about your business, and you leave with the documents filled in and the confidence to keep it current.
Business Continuity Workshop
We walk through your accounts, devices, and staff changes together and fill in the continuity templates as we go.
You leave with
A completed asset tracker and onboarding and offboarding checklists, plus a ranked list of gaps to close.
Knowledge Management Workshop
We pick the processes that cause the most confusion and document them side by side, so you see how it's done.
You leave with
Two to three of your key processes fully written up and a structure for documenting the rest.
Website Working Session
A focused session on one web problem: your navigation, your homepage message, or the content you keep meaning to write.
You leave with
The decisions made and the content drafted, ready to publish.
DONE FOR YOU
Hand it over and get it off your desk.
When you’d rather not spend your time on these tasks, we do the work and hand back a working document. You stay in the loop, approve the iterations and own everything we build.
Business Continuity
We look at what your business depends on and make sure the single points of failure won’t stop you from working.
Security audit covering your accounts, devices, backups and access points
Asset management set up so every device and subscription is accounted for
Onboarding and offboarding processes documented and ready to use
A short summary of your risks in plain language and prioritized by what to fix first
Knowledge Management
We turn the knowledge that lives in your head into procedures your team can follow.
Your core processes written up and organized where the team will look for them
Documentation templates tailored to now your business actually operates
A simple structure so new material gets filed in the right place instead of lost or ignored
A handover session so the team knows how to keep everything current
Website Maintenance
We build or rebuild your site around what you actually need it to do: bring in business and hold up as your business grows.
A site designed to turn visitors into inquiries
Built to read clearly on phone, where most of your customers will find out
Set up so you can make everyday edits yourself
Search basics handled so your business shows up when people look for it
Not sure what you need? Let’s chat!
Tell us what’s on your plate and we’ll work up some options.