FEATURED GUIDE
The simple business system: from finding a client to getting paid
A practical guide to organising the complete client journey without adding unnecessary tools or administration.
Read the guide →
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Resources for a
Resources for a
smarter way of working.
Practical guides, templates and ideas to help you organise your business, improve the way you work and get more from GreenMethod.
15 resources
Guide
The simple business system: from finding a client to getting paid
A practical guide to organising the complete client journey without adding unnecessary tools or administration.
7 min read →
Guide
Getting started with GreenMethod
Set up your workspace and choose a useful first task.
4 min read →
Guide
Getting started with GreenMethod AI
Use AI to suggest next steps, review project work and prepare proposals you can check before applying.
4 min read →
Guide
How to organise your client pipeline
A small, useful sales pipeline that helps conversations move forward.
3 min read →
Article
10 ways to make your workday more productive
Small changes that protect focus and make your next action clearer.
10 min read →
Article
When should a freelancer start using a CRM?
Recognise when a contact list needs a little more structure.
3 min read →
Guide
A simple weekly time review
Turn a few accurate time entries into better project estimates.
3 min read →
Guide
Map the Process Before Configuring Odoo
A simple way to clarify work, responsibility and approvals before the system is configured.
8 min read →
Template
Project Plan Template
Break your project into clear tasks, owners and deadlines.
Open template →
Guide
WBS and Gantt Basics for SME Projects
How to turn a list of work into a simple structure, schedule and project plan.
10 min read →
Template
Client Onboarding Checklist
A practical checklist for starting a client relationship clearly.
Open template →
Template
Weekly Planner
Give your week a clear focus without filling every minute.
Open template →
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