Here's what I promised in the video
And, in a minute, who we are and what we do.
Your template
This link no longer works, but the template does: here's the latest one.
The one-card checklist for the jobs your team can't afford to get wrong
Every week we give away a template in our videos. This is the latest.
Turning "we all know how it's done" into a short checklist that people actually use, with three ready-made examples to copy
Founders, operations leads and agency owners whose work depends on a handful of steps that someone, one day, will forget
Free, no email needed. It's yours.
Looking for a different one? Comment the word from the video on Instagram and we'll send it to your inbox.
- How to ask AI for things your business needs, in four parts
- One clear price, paid up front: the wording to stop collecting afterwards
- Put the process on one page before you buy any AI tool
- The five-minute call recap: from rough notes to the client's record
- The four-field test: forms and onboarding built for what people actually do
- The intake form to send before any discovery call
- The invoice chase sequence that runs without anyone writing an awkward email
- The list of what you still type in by hand (and how to stop)
- The map of every way customers reach you (and where they slip away)
- The messages for asking for Google reviews without asking the wrong way
- The messages for asking permission before you message your clients
- The messages for clients who stop coming back
- The Monday scorecard: five numbers, one line, ten minutes
- The one-card checklist for the jobs your team can't afford to get wrong
- The proposal follow-up: three emails, fixed days, no chasing
- The sign-off check: nothing goes out until someone has said yes
- The ten-minute end-of-day cash-up sheet
- The three messages that keep your diary full
- The weekly client report that takes ten minutes
- The WhatsApp replies of a clinic that doesn't lose bookings out of hours
- What to automate and what not to in a clinic (or any appointment-based business)
- Your business's Blue Book: the first ten runs
- Your first five automations, written as when-then rules
- Your Google Business Profile, up to date in fifteen minutes
- Your ten answers, written once and placed where people ask
Opening 1 January
We're finishing our website. If you'd like, we'll let you know when it opens on 1 January and send you new templates as they come out. That's all.
Want to know more about us?
Go to notlimitsystems.com