RDI Automation

Free guide for business owners

Fix the Foundations

Why chasing more sales won't fix a business that's drowning in admin, and the simple changes that give you your time back.

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Cover of the free guide Fix the Foundations: why more sales won't save a business that's drowning in admin, and what to do first
How invoice and document chasing runs on its ownInstead of checking who hasn't paid and writing reminders by hand, polite reminders go out on day 3 and day 7 and stop by themselves when the reply or payment arrives.Before: by hande.g. ≈ 3 hours a week, by handCheck who hasn't paidWrite the reminderRemember to chase againRepeatAfter: runs on its ownInvoice due orrequest sentPolite reminder onday 3Second reminder onday 7Reply or paymentspottedPaid: chasingstops and it'slogged
How invoice and document chasing runs on its ownInstead of checking who hasn't paid and writing reminders by hand, polite reminders go out on day 3 and day 7 and stop by themselves when the reply or payment arrives.Before: by hande.g. ≈ 3 hours a week, by handCheck who hasn't paid → Write thereminder → Remember to chase again →RepeatAfter: runs on its ownInvoice due or requestsentPolite reminder on day 3Second reminder on day 7Reply or payment spottedPaid: chasing stops andit's logged

One of the admin leaks in the guide: chasing, before and after.

Inside you'll learn

  • The real cost of "I'll just do it myself", with a simple cost-of-admin calculator
  • The five admin leaks found in almost every small business
  • The three foundations: systems that talk to each other, a sales process that doesn't leak, and capacity to deliver
  • The "same steps" test: can a job run on its own?
  • A foundations scorecard to see where you stand
  • Eight quick wins and a 30-day plan you can start this week

It's a fillable PDF: type straight into the cost calculator, scorecard and 30-day plan, and tick off the quick wins as you go. Works in free PDF readers such as Adobe Acrobat Reader, or print it out.

Phil Heydon, founder of RDI Automation

About the author

Phil Heydon is the founder of RDI Automation in Torbay. He's run his own business and worked in hospitality management and recruitment, and founded RDI to help small businesses get their time back by automating the admin.

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