Run the business
Wiggle includes a planning toolkit built from what it already knows about your business, so planning is not another spreadsheet somebody forgets to update. Switch it on when you are ready.
Answer a few plain questions about your business and Wiggle drafts your starting plan: where you are heading, who you serve, suggested goals, the numbers worth watching and what to do first. Keep what fits, change the rest.
Why the business exists, where it is going this year and this quarter, and the few big projects that will get it there, each with one owner. Goals roll up from milestones, and every version of the plan is kept.
Pick the five to fifteen numbers that tell you at a glance whether the week went well, like quotes sent, jobs booked or cash collected. Many fill themselves in from your own records, each against a target, so problems show up in days rather than months.
Write down the jobs your business needs done and who holds each one, including who owns every goal, number and checklist. Then run a 30-minute weekly meeting with the agenda built for you: the numbers, problems to solve, news and the to-dos each person agreed, which land in their task list.
Write the steps for anything you do more than once, like welcoming a new client, and Wiggle turns them into dated to-dos every time, on a schedule if you like. Start from ready-made examples and see where things tend to get stuck.
See what came in and what you are owed from Stripe and PayPal, read without ever changing anything. Only the people you choose can see the money. Reading your books from QuickBooks and Xero is rolling out.
