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LibrarySPM

Library

Everything available in one place: video modules and chapters, step-by-step SOPs, AI prompts and Claude skills. Type a few letters to narrow it down.

Modules (6)

  • Deals

    Your sales pipeline — the board you work every day, and the forecast that tells you whether you can staff what you are about to win.

    1 chapter3 minDeals

  • Proposals

    The sell-and-sign surface — your service catalogue, packages, and the proposal builder from blank page to signature.

    2 chapters7 minProposals

  • Clients

    The client register, the profile behind each client, and the map of how they all relate.

    1 chapter3 minClients

  • Deliver

    The delivery engine — scheduling people, tracking projects and tasks, capturing time, and storing the documents.

    3 chapters16 minDeliver

  • Client onboarding

    Author the intake question set your clients complete in the portal — including the KYC/AML you are obliged to collect.

    1 chapter5 minPersonalization

  • Communications

    One inbox for every channel your clients use.

    1 chapter4 minCommunications

Chapters (9)

  • Deals

    Work the board end to end: the six stages, deal cards and the WIN slider, the deal drawer, marking Won or Lost, and creating a deal from scratch.

    In Deals3 min

  • Proposals

    The proposals list and what every status actually means — Draft, Awaiting acceptance, Viewed, Accepted, Won, Lost, Work started, Ending soon, Expired.

    In Proposals6 min

  • Services

    Build the service catalogue: service lines, the four price types (Fixed, Variant bands, Minimum price, Unit price), billing type, and service terms.

    In Proposals1 min

  • Clients Management

    Every client in one register: status tabs, filters by type, group, billing and risk, and the onboarding-progress column.

    In Clients3 min

  • Work Management

    Task-level work across every project: My Tasks and My Reviews, the client filter, and the task detail rail with dependencies and reviewers.

    In Deliver6 min

  • Project Dashboard

    Financials, WIP, Budget WIP and Resourcing — budget versus actual versus forecast, WIP ageing, health bands, and per-project staffing.

    In Deliver2 min

  • Job Management

    The Client → Project → Job → Task hierarchy: add a project with pricing and billing, then add internal tasks, client requests and jobs.

    In Deliver8 min

  • Essentials

    Name the template, choose which entity types it applies to and is default for, set the client-portal brand colour, and switch on the KYC/AML section.

    In Client onboarding5 min

  • Messages

    The native inbox: conversation list, read and unread, threads, and starting a new conversation.

    In Communications4 min

SOPs (11)

AI prompts (8)

  • EXAMPLE: turn call notes into follow-ups

    An example prompt that shows the format. Replace or delete it once the team has real ones.

    Client manager
    exampleclient comms
    Sample

  • Ask a client for their BAS or tax-time documents

    Draft a friendly, specific email that asks a client for what you need to prepare their BAS or tax return: a clear numbered list, one deadline and an easy way t…

    Client manager or bookkeeper
    client commsBAStax timedocument request
    Sample

  • Turn month-end questions into one client query list

    Take the transactions you could not code or explain at month-end and turn them into a single, plain-English list of questions the client can answer in one sitt…

    Bookkeeper
    month-endbookkeepingclient queriesclient comms
    Sample

  • Explain a reconciliation difference to a client

    Explain in plain English why a client's bank balance and their ledger balance differ, what we have done about it and what, if anything, we need from them.

    Bookkeeper or senior accountant
    reconciliationclient commsbookkeeping
    Sample

  • First draft of a fee increase letter

    Write a clear, respectful first draft of a letter telling a client their fees are going up: what changes, from when, why, and what their options are.

    Partner or client manager
    client commsfeesbilling
    Sample

  • First draft of an engagement letter

    Put the scope, fees, timing and client responsibilities for a new engagement into a clear first draft in plain English, ready for a partner to review against t…

    Client manager
    engagementonboardingclient comms
    Sample

  • Make this email clearer, shorter and kind

    Rewrite a rough or long email so the point comes first, it is shorter and the tone is right, without changing any fact, number or date.

    Anyone who writes to clients or customers
    emailwritingclient comms
    Sample

  • Turn rough notes into a step-by-step procedure

    Turn your notes on how you do a regular task into a draft procedure with numbered steps, a checklist and a list of gaps to fill, ready to review and add to the…

    Anyone documenting how work gets done
    SOPproceduresdocumentation
    Sample

Claude skills (3)

  • example-meeting-notes

    EXAMPLE skill. Turns rough meeting notes into a summary, decisions and action items. Use when asked to tidy up meeting notes.

    Version 0.1.0
    Sample

  • month-end-review

    Reviews a client's month-end bookkeeping package (bank reconciliations, profit and loss, balance sheet, GST and payroll summaries) and returns a short list of…

    Version 1.0.0
    Sample

  • ato-letter-explainer

    Reads a letter, notice or email from the ATO and explains in plain English what it is, what it asks for, by when and what the options are, flagging what a regi…

    Version 1.0.0
    Sample