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Small Business Systems Starter Kit

This workbook is for owners who want to move from “we should automate that” to a clear, safe implementation plan. Use it to identify repetitive work, estimate the value of improving it, and decide whether an existing tool or a custom workflow is the better fit.

How to use this workbook

Complete one section at a time. Start with one workflow that happens often, has a clear owner, and creates measurable friction. Do not automate a process you cannot describe or verify.

1. Workflow inventory

List the recurring workflows that consume time or create avoidable errors.