Everything published on the blog in November 2026.
Small teams
When a lead belongs to everyone, nobody answers it. This guide compares the three ways small teams hand out inquiries (round robin, a shared queue people claim from and rules by service or form), explains how to cover holidays and slow replies, and gives a simple setup you can run this week.
7 min read
Quotes and proposals
Discounts feel small on a quote and large on the profit line. This guide shows the maths, sets out a short discount policy a small team can follow, explains how to route big discounts to the right person without slowing every quote, and lists what to offer instead of a lower price.
7 min read
Quotes and proposals
Offering three packages instead of one price changes the client's question from whether to hire you to which option to pick. This guide covers the research behind tiered pricing, how to decide what goes in each package, why the order you show them in matters and how add-ons keep the middle option clean.
7 min read
CRM
Most small businesses never write down why a quote didn't turn into work, so they guess. A fixed list of five or six lost reasons, picked every time a lead closes, shows whether you lose on price, timing, competition or silence. This guide covers the list, the habit and what to change once the pattern shows.
7 min read
CRM
A service business needs fewer pipeline stages than a software sales team. Five usually cover it: new, contacted, quote sent, won and lost. This guide defines each stage by the action that moves a lead out of it, explains when to add a stage, and shows how to keep the board honest with weekly clean-ups and stale-lead alerts.
7 min read
Leads
Lead scoring tells you which inquiry to answer first. A small business doesn't need machine learning for it: a short list of signals, a few points each and three bands is enough. This guide shows which signals predict a booking, how to weight them, how to deal with spam and how to check the scores against real results.
8 min read
Getting paid
Once an invoice has gone to a client, you don't edit it. You void it, credit it or refund against it, depending on what went wrong and whether money has moved. This guide explains the difference, what a UK VAT credit note must show, the US position and a simple rule for each common mistake.
7 min read
Getting paid
Making Tax Digital for Income Tax started on 6 April 2026 for sole traders and landlords with qualifying income over £50,000, and the threshold drops to £30,000 in 2027. This guide covers who is in, the four quarterly deadlines, how penalties work in the first year and how to keep sales records that make each update take minutes.
8 min read
Contracts
Yes for ordinary business contracts: US and UK law both accept electronic signatures, with a short list of exceptions. This guide walks through ESIGN and UETA in the US, the Electronic Communications Act and the Law Commission's view in the UK, the documents that still need more, and what to keep as evidence.
7 min read
Getting paid
From April 2029, VAT-registered UK businesses will have to send and receive B2B invoices as structured e-invoices over the Peppol network. This guide covers who is in scope, what stops counting as an invoice, the timeline HMRC has published and the clean-up work worth doing now.
8 min read
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