BOT RESOURCES
Ideas that move your business forward.
Explore guides and templates for CRM, campaigns, AI and everyday business operations.
CRM implementation guide
Structure customer data before importing spreadsheets.
Request this resourceQuotation workflow checklist
Move from enquiry to approved work without duplicate entry.
Request this resourceEmail campaign template
Prepare consent-aware contact sheets and placeholders.
Request this resourceAI usage planning
Estimate model costs and define sensible credit limits.
Request this resourceBusiness automation glossary
Understand triggers, conditions, approvals and actions.
Request this resourceSME operations insights
Practical articles for connected business management.
Request this resourceBUILT TO OPERATE. BUILT TO GROW.
Explore the complete platform foundation.
Practical starting points for your next project.
Use these short checklists to prepare a clearer brief before choosing a platform or asking for a quotation.
01
Prepare customer data before a CRM import.
Decide what each column means and which record is the source of truth. Work on a copy, keep a stable customer identifier and test a small sample before planning a larger migration.
- Separate company, contact and activity information.
- Agree how duplicates and missing values will be reviewed.
- Identify fields that your team actually needs to maintain.
02
Write an automation brief someone else can follow.
Describe the event that starts the work, the conditions that permit it and the actions that follow. Include one successful example and one example that should stop for review.
- Name the trigger and the information it provides.
- Specify each destination and required field.
- Decide who is notified when the process cannot complete.
Three questions to ask before choosing a tool.
Use these quick planning exercises when preparing a website, CRM or automation project. They help separate a useful requirement from a feature that only sounds attractive.
Who needs to act?
Name the visitor or team member and the action they need to complete. For a website, this might be requesting a quotation; for a CRM, recording the next follow-up.
What information is required?
List the minimum fields or content needed for that action. Identify where each piece comes from and who will keep it accurate after launch.
How will you know it works?
Write a representative scenario and the expected outcome. Add an exception, such as a missing field or rejected approval, so the review covers more than the happy path.