From spreadsheets to systems
The whole job, in order: your own access sorted, then the systems, then being found, then the pipeline.
This is the course for the firm that has outgrown the way it runs. Quoted or stock-driven work, a spreadsheet at the centre of it, a CRM nobody fully trusts, and the same facts typed in twice between the people doing the work and the office.
It follows the order we work in on real engagements. Access and data first, because nothing else can start without it. Then the systems your team actually uses. Then being found and chosen. Then the pipeline.
Each module ends with something you keep: an access register, a systems map, a page plan, a pipeline sheet.
- Lessons
- 12
- Length
- 1 hr 47 min
- Assignments
- 4
- Modules
- 4
What you come out with
By the end of this course
Written forOwners, MDs and directors of firms of 20 to 200 people running quoted or stock-driven work on spreadsheets and a CRM that is half right.
Get your own accounts, domains and data back under your control, on a register you keep
Map what the operation uses and what the office uses, and find the gap where the re-keying happens
Decide what to buy, what to build and what to leave alone, in that order
Set out the pages a buyer needs to see before they will shortlist you
Build a pipeline view that survives a long sales cycle without going stale
Sequence the whole programme into stages a firm your size can actually run
The whole syllabus
Every module and every lesson
Nothing is held back from this page. You can see what each lesson covers before you decide.
- 01Access and data foundations
- 02Systems for the operation and the office
- 03Being found and chosen
- 04Leads and the pipeline
Module 1
Access and data foundations
The unglamorous first chapter. Who owns your domain, who can log into what, and where your records actually live.
3 lessons · 25 min- 1.18 min
Who owns your accounts
ReadDomain, hosting, email, analytics and listings: the register every firm should have and almost none does.
- 1.29 min
Getting access back
ExerciseAssignmentWhat to do when the account is in an ex-employee's name or a former agency's login.
Your access register · submitted as file
- 1.38 min
Where your records live
ReadQuotes, jobs, stock, certificates, drawings: the honest inventory before anybody proposes a system.
- 1.1
Module 2
Systems for the operation and the office
Two halves of the business that rarely share a system, and the re-keying that happens in between.
3 lessons · 29 min- 2.19 min
The gap between the operation and the office
ReadWhere the same fact gets entered twice, and what each re-entry costs you.
- 2.210 min
Buy, build, or leave alone
ReadIndustry software, general tools, and the narrow jobs worth building. How to decide which is which.
- 2.310 min
Your systems map
ExerciseAssignmentOne page: every system, what it holds, who uses it, and what it talks to.
Your systems map · submitted as file
- 2.1
Module 3
Being found and chosen
How a buyer decides you are worth an enquiry, and what they look at before they call.
3 lessons · 26 min- 3.18 min
What a buyer checks
ReadAccreditations, coverage, product data, past work: the shortlist criteria, stated plainly.
- 3.29 min
The pages that win the shortlist
ReadService pages, product data, records of past work, and what to put on each.
- 3.39 min
Your page plan
ExerciseAssignmentThe pages you are missing, in the order they are worth writing.
Your page plan · submitted as text
- 3.1
Module 4
Leads and the pipeline
Long cycles, quoted work, and a pipeline that has to survive six months without anyone updating it.
3 lessons · 27 min- 4.18 min
Where your work actually comes from
ReadSourcing every enquiry for a quarter, before deciding where to spend.
- 4.29 min
A pipeline that survives a long cycle
ReadStages that mean something when a job takes nine months to land.
- 4.310 min
Sequencing the whole programme
ExerciseAssignmentAll four modules, staged into work a firm your size can run alongside the day job.
Your staged programme · submitted as file
- 4.1
Instructor
Who teaches it
Aquilon Tech
Course authors
The people who write the lessons and read what you send in. Every course starts from something an owner asked us on a call, and the assignments are answered by the same people who do the client work.
From spreadsheets to systems, £395
One payment, no subscription, and the working documents are yours to keep.