The Library
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Reception phone script for new patient calls
A friendly script for whoever answers the phone - the questions to ask a new caller, how to explain fees without awkwardness, and when to flag something urgent to the clinician.
Explain your fees before the listing
The plain-English breakdown of commission, marketing and any other costs a vendor will pay - so the money conversation happens once, clearly, up front.
Match Stripe payouts to bank deposits
Reconcile a week of Stripe payouts to the deposits in your bank feed — accounts for fees, refunds and chargebacks, flags anything that doesn't match.
Engagement letter draft agent (from intake to send-ready)
A 5-section engagement letter draft + the send-with email: scope, fees, assumptions, termination/variation, and the signing instructions.
Draft an engagement letter (consulting / legal / accounting)
A clean engagement-letter outline with scope, fees, timeline, IP, confidentiality, and termination clauses — flags anything that needs your standard-template review.
Inventory and margin review agent for online sellers
A true-margin review for online sellers: per-product margin including fees and ads, the loss-maker list, slow-mover flag, three actions, and the one metric to track monthly.
Categorise a venue's weekly POS export
Categorise a week of POS takings (Square / Lightspeed / similar) into Xero-ready categories with GST status, fees and bookkeeper-flag column. Totals by category at the bottom.