Free templates, prompt packs, ROI planning, automation checklists and short how-to guides for Australian small businesses.
Rate eight parts of your day-to-day operation to see where manual work and missed hand-offs may be hiding.
Use your own figures to estimate repetitive administration, potential capacity and an optional first-year package comparison.
Formula: people × weekly admin hours × working weeks × your chosen reducible percentage. The optional comparison subtracts the listed first-year service fee from this capacity estimate. It is not guaranteed savings, revenue or return on investment. Actual results depend on process suitability, implementation, software costs and usage.
Tick what is already true in your business. Unticked items become a practical improvement list.
Choose the problem and desired result. We will turn your answers into a clear workflow outline you can review with your team.
Complete the five fields to create a practical outline. No account or contact details are required.
Use these simple working templates to make enquiries, follow-up and workflow reviews easier to manage. Replace the brackets with your real details.
A clear brief for the person responsible for turning an enquiry into a next step.
NEW ENQUIRY HANDOVER Customer name: [NAME] Contact details: [PHONE / EMAIL] Enquiry source: [CALL / WEBSITE / SOCIAL / OTHER] What they need: [SUMMARY] Important details or deadline: [DETAILS] Owner: [TEAM MEMBER] Next action: [CALL / REPLY / QUOTE / BOOK] Due by: [DATE / TIME] Status: [NEW / IN PROGRESS / CLOSED] Notes: [ANYTHING THE NEXT PERSON SHOULD KNOW]
Keep a simple, auditable list so open opportunities are not forgotten.
LEAD FOLLOW-UP TRACKER Lead | Source | Service requested | Owner | Last contact | Next action | Due date | Status [NAME] | [SOURCE] | [SERVICE] | [OWNER] | [DATE] | [ACTION] | [DATE] | [OPEN / WON / LOST] Review rule: Check all OPEN leads at [TIME / DAY]. Stop rule: Do not continue sales follow-up after an unsubscribe, purchase or clear request not to be contacted.
A short agenda to catch broken hand-offs before they become customer problems.
WEEKLY WORKFLOW REVIEW Week starting: [DATE] Workflow reviewed: [NAME] Owner: [NAME] 1. What worked as expected? [NOTES] 2. What was delayed, missed or confusing? [NOTES] 3. Which exceptions needed a person? [NOTES] 4. One approved change to test next week: [CHANGE] Review date: [DATE] Approval required from: [NAME]
Describe a potential workflow before anyone promises an integration or turns it on.
AUTOMATION PROJECT BRIEF Business goal: [OUTCOME] Current bottleneck: [WHAT HAPPENS NOW] Trigger: [WHAT STARTS THE WORKFLOW] Information needed: [FIELDS / DETAILS] Proposed action: [WHAT SHOULD HAPPEN] Human hand-off: [WHEN A PERSON TAKES OVER] Systems involved: [TOOLS] Success measure: [METRIC] Risks or approvals needed: [DETAILS] Nothing should be connected or launched until the scope, testing and approvals are complete.
Templates are starting points, not legal, HR, privacy or compliance advice. Adapt them to your actual processes before using them.
Start with a practical prompt, add your real business details and review every draft before using it with customers or your team.
Turn a new enquiry into a helpful first response without making up details.
You are the customer-service assistant for [BUSINESS NAME], a [INDUSTRY] business in [LOCATION]. Draft a warm, concise reply to this enquiry: [PASTE ENQUIRY] Use only the information below: - Services: [SERVICES] - Known pricing or next step: [DETAILS] - Booking or contact link: [LINK] Rules: - Do not invent prices, availability, policies or guarantees. - Ask no more than two essential questions if information is missing. - Keep the reply under 120 words. - End with one clear next step.
Create an approachable SMS or email for someone you could not answer straight away.
Write a short follow-up after a missed call for [BUSINESS NAME]. Customer name: [NAME] Reason they may have called: [REASON, IF KNOWN] Best next step: [CALL BACK / BOOKING LINK / REPLY BY TEXT] Tone: [FRIENDLY / PROFESSIONAL / CASUAL] Keep it under 45 words. Do not imply we know why they called if we do not. Do not send marketing unless they have consented to receive it.
Send a respectful reminder that makes it easy for a prospect to reply.
Draft a polite follow-up for an approved quote from [BUSINESS NAME]. Customer name: [NAME] Service quoted: [SERVICE] Quote date: [DATE] Decision deadline, if any: [DATE OR NONE] Reply or booking link: [LINK] Keep it under 90 words. Be helpful, not pushy. Do not change price, terms or availability. Invite questions and offer one simple next action.
Create a useful check-in message for contacts you are allowed to re-contact.
Write a useful re-engagement message for past customers of [BUSINESS NAME]. Customer type: [TYPE] Last service or purchase: [SERVICE] Relevant update or reason to contact: [DETAIL] Call to action: [BOOK / REPLY / VIEW OFFER] Write one email subject line and one message under 110 words. Use a helpful tone. Only address people who have consented or can lawfully be contacted. Include a simple way to opt out where required.
Build practical post ideas around real customer questions instead of generic trends.
Create a 5-post content plan for [BUSINESS NAME], a [INDUSTRY] business serving [AUDIENCE/LOCATION]. Main service: [SERVICE] Common customer questions: [QUESTIONS] Brand tone: [TONE] Preferred channels: [CHANNELS] For each post, provide: a hook, a short caption outline, one useful takeaway and a gentle call to action. Avoid unverified claims, medical/legal/financial advice and guaranteed results.
Create a credibility-building story without exaggerating the outcome.
Turn this completed job or customer project into a short case-study outline for [BUSINESS NAME]. Project details: [PASTE NOTES] Customer permission to share: [YES / NO / ANONYMISE] Verified result or outcome: [DETAILS] Use these sections: customer problem, approach, work completed, verified outcome and next step. Do not invent figures, testimonials, time savings or results. If information is missing, label it as a question for the business owner.
Turn an everyday task into a clear checklist a team member can follow.
Create a simple standard operating procedure for this task at [BUSINESS NAME]: [TASK] Who performs it: [ROLE] When it starts: [TRIGGER] Tools used: [TOOLS] What good completion looks like: [OUTCOME] Exceptions that need a person: [EXCEPTIONS] Write: purpose, inputs, numbered steps, quality check, escalation rule and review date. Keep the language clear enough for a new team member.
Extract owners, deadlines and decisions from messy notes in seconds.
Turn these meeting notes into an action list for [BUSINESS NAME]: [PASTE NOTES] Return a table with: action, owner, due date, status and open question. Do not invent an owner or deadline. Mark anything unclear as “needs confirmation”. End with a short list of decisions made and risks to follow up.
These prompts produce drafts, not verified advice or customer communications. Check facts, permissions, pricing, policy wording and tone before using anything externally.
These short written tutorials help you strengthen the process first, so any later automation has a clear purpose and a safe hand-off.
Use one approved response structure so customers receive a useful next step while you are busy.
Make each enquiry visible, owned and measurable before adding any automation.
Start with a routine task that has a clear rule, an approved message and a human exit path.
These guides do not connect, run or verify an automation. Test any new process with your team before using it with customers.