Tools and systems review
Maps the systems you run the business on, ERP, spreadsheets, email, finds the double entry and the gaps, and says what to change first.
Updated September 16, 2026 · Operations · In the $399 library
What you get
A map of your systems by process stage, the double entry and manual gaps named, and a ranked change list.
What you need to hand
- The systems you pay for and what each is used for: ERP, accounting, spreadsheets, email, tracking
- How an order actually flows from RFQ to quote to order to shipment to invoice to payment
- Where you or your people re-type the same data: order entry, dispatch notes, invoices, stock counts
- What breaks or gets missed most often between stages
How you might ask
We run on an old Sage system, four shared spreadsheets, Outlook and a WhatsApp group for the drivers. Every order gets typed in three times and things get missed between dispatch and invoicing. Sort out the mess.
Get the full instructions
This skill's complete briefing is part of the complete library: all 44 skills as complete files. One payment of $399 USD, delivered as a ZIP you keep. Works with your own ChatGPT account.