Better briefs. Clearer handovers.

Guide + editable template

How to brief a research task you can actually use

For a founder, small team or independent business commissioning company, competitor, supplier or prospect research.

Define the decision, scope, evidence and handover before research starts. Includes a reusable brief, source register and decision log.

A brief that tells the researcher what to investigate, what counts as evidence and what still needs your judgement.

Guide + editable template

What belongs in a data-cleaning handover?

For a small team preparing a spreadsheet, contact list or research dataset for review, reporting or an agreed CRM import.

Hand over usable records with field definitions, a change log and unresolved issues. Includes a reusable cleaning agreement and reconciliation checklist.

A cleaned file whose changes can be explained, whose unresolved values remain visible and whose structure matches its intended use.

Guide + editable template

PDF to Excel conversion: a checklist for usable data

For businesses hiring help with PDF conversion, document data entry or image-to-spreadsheet preparation.

Turn suitable PDFs, scanned tables and images into structured spreadsheets. Define the columns, preserve source references and review uncertain text before delivery.

A conversion brief and acceptance checklist for an Excel, CSV or Google Sheets deliverable that can be checked against the source.

Guide + editable template

Hiring a remote virtual assistant: start with a clear brief

For founders and small teams looking for remote administrative support, research assistance or help organizing recurring work.

Choose a useful first task, define access and review points, and agree what a finished handover includes. Use the editable brief to discuss scope with a freelance VA.

A task brief that makes responsibilities, priorities and acceptance criteria clear before you hire a virtual assistant.

Guide + editable template

CRM import preparation: organize contacts before uploading

For small teams with contact spreadsheets or research lists that need to be prepared for a CRM.

Map spreadsheet fields, review duplicates and preserve unknowns before a CRM import. Includes a field-mapping template, exception register and review checklist.

A reviewed import package with explicit field mappings, decisions and approval boundaries.