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Small Business Operations Setup
A clear, step-by-step framework to get your business organised and ready to grow.
Operations ManagementProduct ManagementProject ManagementMicrosoft ExcelMicrosoft PowerPointMicrosoft Word
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
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A Spanish client came to me with their inventory not sorted. I recommended QuickBooks Plus for inventory management, added their products and allocated SKUs, and helped them sort the inventory and reconcile it with their physical count.
Dream Motoring World asked me to prepare their VAT return. On review, I started with a bank reconciliation and found several transactions without supporting documents. I requested those documents for input VAT and included them in the VAT working, which helped the client save almost £1,500 of VAT liability.
Before starting a client project, agree on three things:
• Who gathers the missing inputs
• Who combines feedback into one set
• Who can approve the final version
This is the approval-ownership page from the Freelancer Client Kickoff bundle, shown with a fictional example. It gives each role a clear responsibility and records how approval will be confirmed.
The $14.99 bundle includes an editable Word packet, print PDFs, a completed example and an Excel tracker for client inputs and approval decisions. For already-agreed projects; it supports your existing contract.
https://contra.com/products/o6MaaOFp-freelancer-client-kickoff-template-bundle
