Audit checklist + setup guide (two-part)
The Client Systems Audit & Setup Guide
Find what's missing from your client system, then build it in the right order.
Before you start
This is a two-part resource. Part 1 audits what you already have. Part 2 tells you what order to build the missing pieces in. Work through the audit honestly first; building before you know what is actually missing usually produces the wrong piece first.
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Take it further inside C.A.T.T.
Support inside C.A.T.T. is organised by business stage, from first bookings to a business that runs without you doing everything, and picks up exactly where this audit leaves off.