Knowledge base
Short, practical articles on what companies come to me with most often. Lists, the order of steps, tables you can print. No jargon where it can be avoided.
Access checklist after an agency
The site works, so nothing seems urgent. Until the day the domain expires, email stops, or one sentence on the site needs changing and it turns out nobody has a password. This list is for before that day.
Outlook and CRM
“Let’s connect Outlook to the CRM” sounds like a single task. In practice it is a set of decisions: what syncs, whose email, on which account, and what happens when a rep leaves. This article sorts those questions out before anyone clicks “connect”.
WordPress updates without fear
Companies do not skip updates out of laziness but out of fear: last time, the contact form disappeared afterwards. The fear is justified. The answer is not to stop updating but to follow a routine where every step can be undone.
Spreadsheet or CRM
A spreadsheet of customers is not a mistake. For many small businesses it is the best tool they could have. The trouble starts when the spreadsheet stops coping and the company does not notice, because it has got used to working around its limits.
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