Topic
Small Business Tech
Equip a small business with practical technology: accounting, inventory, POS, CRM, marketing, backups, access control, and staff training.
Core Systems
1
- Adopt reliable accounting and inventory tools. Start simple and grow capabilities as processes mature.
- Standardize POS and receipt workflows to reduce reconciliation friction across branches.
Customer Operations
2
- Implement CRM for leads and follow‑ups. Record interactions to build institutional memory.
- Run basic marketing with trackable campaigns. Measure outcomes and adjust spend.
Data Protection
3
- Back up critical data to cloud with retention policies. Test restores periodically.
- Apply least‑privilege access and audit staff accounts regularly.
People and Process
4
- Train staff on fraud awareness, data handling, and basic troubleshooting.
- Document SOPs and update them as tools or regulations change.
Checklist
Work through these steps in order.
- Set up accounting/inventory.
- Standardize POS/receipts.
- Back up; audit access.
- Train staff; document SOPs.