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Showing entries 201–222 of 222 in this first collection.
Troubleshooting guide
Before you pay a batch: duplicates, changed bank details and why the builder should not be the only checker
Duplicates survive an exact-match check when the number is reformatted, and changed bank details look like any other row. Add a second checker, a call-back and a list of things noticed.
Troubleshooting guide
Overdue invoice reminders to business customers: interest, fixed costs and who must not be chased
GOV.UK sets optional interest and fixed recovery costs for late business payments. Build a do-not-chase list before drafting, and have a person read every reminder.
Troubleshooting guide
Before you merge CRM duplicates: what HubSpot says a merge cannot undo
Why a merge needs a sample and an export first, what HubSpot documents about limits and workflows, and how to band duplicate groups.
Troubleshooting guide
Unsubscribes across email tools: what the UK and US rules say, in plain terms
Who counts as an individual, how fast an opt-out must be honoured and what the penalties are, so you know what to test. Not legal advice.
Troubleshooting guide
Google's bulk-sender rules and how to check every tool that sends as your domain
The thresholds Google publishes for spam rate and the authentication needed from large senders, and a monthly checklist per sending source.
Troubleshooting guide
Asking customers for reviews: what the FTC, Google and the UK allow, and what they do not
Asking everyone is allowed. Screening by satisfaction and hiding bad reviews are not, and Google bars rewards for reviews. A short, sourced summary, not legal advice.
Troubleshooting guide
Putting AI call notes in your CRM: the notice and consent you need first
What UK rules ask of a business recording calls, the US lawsuit about notetaker bots, and what HubSpot already offers, before you build anything.
Troubleshooting guide
AI-assisted SEO work and Google's spam policy: what stays on the safe side
Google allows AI as an aid and expects human fact-checking. It treats many pages made to manipulate rankings as spam however they are made.
Troubleshooting guide
Ad spend alerts: what Google already gives you free, and what a set-up job adds
Google publishes a free anomaly script for Ads accounts. Know its limits before you pay for alerts, and what a test on days the bands did not use shows.
Collection
Revenue operations: eight checks in order, before anything is merged or sent
An ordered path through lead flow, junk leads, CRM data, stale deals, email sending, reports, enquiries and quotes, with the test for each and the job that fits.
Buyer collection
For a head of sales whose CRM nobody trusts: list what is wrong before anything merges or closes
Duplicates, blank fields, dead deals and unused properties, listed with evidence and sampled by your own person before a single record changes.
Buyer collection
For a marketing manager: keep bot leads out of the count and prove every email tool honours an unsubscribe
Hold junk submissions for review instead of routing them, check that opt-outs reach every tool, and watch your sending sources each month.
Buyer collection
For a customer-success lead: see renewals at risk with evidence, and hand accounts over with a brief you can trust
A weekly list of renewing accounts with agreed risk signals, handover briefs where every statement links to a CRM record, and win-loss reasons from notes or interviews.
Buyer collection
For a marketer: find the pages losing traffic, link your pages, and hear when ad spend jumps
Search Console analysis with the queries behind each fall, internal links from a list you tick, briefs for a human writer and read-only alerts on ad spend.
Buyer collection
For an operations lead with contracts in folders and a first data request to expect
Get the dates in your contracts and the steps for a subject access request written down and tested before you need them.
Collection
Security and compliance paperwork in order: from what is true to evidence you can show
A six-step order for small companies facing customer security reviews, Cyber Essentials, audits and data requests, with the job for each step and what stays with you.
Inspectable example
Synthetic invoice reconciliation: identical net lines, two different tax totals
Three invented small-value lines show how line-level and invoice-level tax rounding can disagree even when net values and line counts match.
Inspectable example
Synthetic invoice retry matrix: source operation, attempt and target draft are different IDs
Concrete made-up references specify when a retry retains one target draft and when changed contents, a second organisation or multiple matches need a separate decision.
Collection
Invoice integration review: verify shape, representation, tax basis and repeat safety
An ordered review worksheet helps a finance owner stop at the first broken contract before requesting a bounded existing mapping repair.
Troubleshooting guide
Invoice values look right in Sheets but arrive as currency text or a date number
Separate a spreadsheet's displayed currency and date from the values a connector reads, then agree the destination types before repairing a mapping.
Troubleshooting guide
An invoice integration adds tax twice: agree whether each amount is net or gross
Name the tax basis of each mapped line and the approved tax treatment before mistaking a populated amount field for a correct invoice.
Troubleshooting guide
Invoice creation timed out: reconcile the unknown result before retrying
Distinguish a confirmed rejected creation from a lost response after a possible write, and define zero, one and conflicting-match dispositions before a replay.