Cheat Sheet for Small Business Owners
Figaro for Small Business Owners
Section titled “Figaro for Small Business Owners”Running a small business means wearing every hat. Figaro becomes your back-pocket assistant for the stuff that slips through the cracks.
Customer Management
Section titled “Customer Management”Create a list for VIP customersAdd Johnson account, Smith family, Tech Corp to VIP customersRemember that Johnson prefers morning appointmentsRemind me Friday to follow up with the Smith accountInventory & Ordering
Section titled “Inventory & Ordering”Create a low stock listAdd paper towels, receipt paper, cleaning supplies to low stockRemind me on Monday to place the supply orderWhat's on my low stock list?Appointments & Scheduling
Section titled “Appointments & Scheduling”Schedule consultation with new client Friday at 2pmWhat's on my calendar this week?Remind me at 9am to confirm today's appointmentsBlock off Tuesday afternoon for admin workFinancial Tasks
Section titled “Financial Tasks”Remind me on the 1st to send invoicesRemind me on the 15th to pay quarterly taxesCreate a receivables listAdd Johnson $500 net 30, Smith $250 due today to receivablesStaff & Operations
Section titled “Staff & Operations”Create a staff schedule listRemember that Maria works Mon-Wed, Tom works Thu-SatRemind me on Friday to process payrollRemind me at 6pm to lock up the shopQuick Lists for Business Owners
Section titled “Quick Lists for Business Owners”| List | What to text |
|---|---|
| Low stock items | Create a reorder list |
| Leads to follow up | Create a leads list |
| Vendor contacts | Create a vendors list |
| Maintenance tasks | Create a maintenance list |
Memory for Your Business
Section titled “Memory for Your Business”Store critical business info:
Remember my EIN is 12-3456789Remember the alarm code is 1234Remember my accountant is Mike at 555-1234Remember supplier contact is orders@supplier.comRemember business insurance renews January 15Daily Operations
Section titled “Daily Operations”Remind me at 8am to check yesterday's salesRemind me at 5pm to reconcile the registerRemind me every Monday to review last week's numbersRemind me at noon to post on social mediaSample Week as a Business Owner
Section titled “Sample Week as a Business Owner”Monday 8am — Briefing: “3 appointments today. Reminder: Supply order due.”
Monday 9am —
Place reorder for paper towels and receipt paperTuesday —
Remind me Friday to follow up with Johnson leadWednesday —
Add new customer inquiry from website to leadsThursday 3pm —
What's on my receivables list?Friday 6pm —
Remind me Monday to call the landlord about lease renewal
Pro Tips for Business Owners
Section titled “Pro Tips for Business Owners”1. Morning operations check
Section titled “1. Morning operations check”Give me my daily briefingSee what’s on deck before the day starts.
2. End-of-month routines
Section titled “2. End-of-month routines”Remind me on the last day of every month to review financialsRemind me on the 1st to send all invoices3. Track everything receivable
Section titled “3. Track everything receivable”Add [Customer] $[amount] due [date] to receivablesThen check weekly: What's on my receivables list?
4. Customer preferences in memory
Section titled “4. Customer preferences in memory”Remember that Smith always wants the corner boothRemember Johnson is allergic to shellfishRemember Tech Corp contact is Sarah, prefers emailComing Soon
Section titled “Coming Soon”Features we’re building for businesses:
- Invoice generation
- Appointment reminders to customers
- Simple CRM integration
- QuickBooks connection