Guides for your business

Make better decisions about your website and your work.

Guides, worked examples and short exercises to improve your website and everyday work. Pick a question, then try the worksheet in your own notes.

Guides and exercises for your business

Website enquiry check

Trace one customer’s route from a search question to a received message.

Process template

Write down one recurring task, including who decides when something goes wrong.

Website content planner

Decide what each page needs, then make your own content plan with the worksheet.

Data-entry worksheet

Map one handover and find the information you can stop copying.

Your website

Check the customer’s journey and decide what to fix, what to keep and whether to rebuild.

Choose a task

Find a task worth improving and decide whether it needs automating.

Understand the options

Understand the difference between rule-based automation and AI, with a worked enquiry example and questions to help you choose.

Test the change

A practical automation test plan: check normal cases, missing data, duplicates and failures, then measure the work including human review.

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