A client intake form that gets what you need the first time
Every second email asking a new client for something is a question the form could have asked. What to collect, in what order, and at which stage.
·4 min read
Every second email asking a new client for something is a question the form could have asked. What to collect, in what order, and at which stage.
·4 min read
The usual par formula left one cafe 7 litres short of milk on a Sunday and over-ordered on Monday. Setting a par for each delivery instead.
·4 min read
Two things the menu price hides decide whether a dish really makes its margin: what gets trimmed before food reaches the plate, and the GST in the price.
·4 min readAustralia
Costs rose $300,000 and a valuation came in 10% low. Which lending cap binds decides who pays for that, and it can change halfway through a project.
·4 min readAustralia
A build 40% paid, inside every budget line, can already be $50,000 over. The report columns that show it, and a monthly routine to keep them honest.
·4 min read
$50,000 of recorded time became $40,500 in the bank in one worked example. How to record every reduction so you can see which part is growing.
·4 min read
Time left until the end of the week loses half its hours. How to record it the same day, and write entries that survive the partner's review and the client's reading.
·4 min read
Access rarely goes wrong in one decision. It grows through exceptions that each seemed reasonable. How to set roles up so it does not.
·4 min read
Four rostering habits that never feel like a decision can take two thirds of a week's profit. How to cost the roster before it goes out, and catch them.
·4 min readAustralia
A 5% fall in sale prices took 35% off the land value in this example. The inputs a residual calculation needs, and the two to test before making an offer.
·4 min readAustralia
On one $2.4 million loan, interest ran from $103,067 to $119,718 depending only on the day each claim was paid. How to track it against the feasibility.
·4 min read
Most conflict check advice assumes a conflicts team. This is the process for when the person searching is also the person deciding.
·5 min readAustralia
Numbering schemes rarely break on day one. They break years in. What breaks them, and a format that lasts.
·5 min read
Build exactly what you need, or bend your business around someone else's software? The real trade-offs, and a third option.
·7 min read