Sound familiar?

• We spend hours chasing unpaid invoices
• Customers pay late because paying us is awkward
• I only know our real cash position at month end
• Matching payments across currencies and bank feeds takes forever
• Bank fees and exchange rates are eating the margin
• Stock is tying up money we need
• We pay for subscriptions nobody can explain

Start with: WorkSmart · Cash and margin

• Quotes take days when customers expect them in hours
• Enquiries go unanswered and buy elsewhere
• The pipeline lives in WhatsApp and people’s memories
• Good leads go cold because nobody followed up
• Staff reply to customers from their own phones
• We rely on referrals and cannot say what comes next
• Our ads bring the wrong people
• Happy customers never leave a review

Start with: SellSmart · LeadSmart · DealSmart

• The business stalls when I take a holiday
• Nothing is written down: we just know how
• Tasks get lost in group chats
• Admin is growing faster than revenue
• Someone loses half a day every week building a report
• We are always firefighting

Start with: WorkSmart · ThinkSmart Diagnostic

• When someone resigns, what they know goes too
• New hires take weeks to become useful
• Nobody is quite sure who owns what
• Handovers fail, and customers notice
• Ex-staff may still have access to our accounts

Start with: TeamSmart · DocSmart

• Files are spread across drives, WhatsApp and personal laptops
• Nobody knows which version is current
• Contractors still have links to our files
• People retype data from PDFs by hand
• Clients send documents from five places, with bits missing
• Contracts sit for days waiting for a signature

Start with: DocSmart · Documents and data rooms

• The wrong goods go out
• The website sells what the shop already sold
• Customers keep asking where their order is
• Purchase orders are tracked in spreadsheets
• Returns are handled by hand
• Late suppliers derail our jobs

Start with: ProjectSmart · Logistics

• I am not sure our backups would really restore
• The team shares passwords over chat
• One bad email could stop the business
• We pay our IT provider and cannot tell if they are any good
• Our tools do not talk to each other
• We pay for Microsoft 365 and use it for email
• A key system is old and nobody wants to touch it
• Staff are using AI and I do not know what they put in

Start with: Turnaround · Part-time technology head · AI governance review

• A new office or market, and no plan for how it connects
• Customers use WhatsApp, WeChat and LINE, and we juggle them all
• Collecting and paying in several currencies is painful
• Our website does not work in the languages we need
• Teams in different countries do not work as one

Start with: Independent advice · Working remotely