A two‑person bakery replaced phone scribbles with a simple form feeding a shared sheet. Automatic confirmations reduced missed pickups, and tagged orders guided batching. The owners report calmer mornings, fewer refunds, and more time greeting regulars instead of decoding messy notes.
Proposals, onboarding, and status updates moved into templates linked to a lightweight database. Automations nudged deadlines and generated summaries. Clients noticed consistency, the founders worked fewer nights, and invoicing delays shrank because the handoffs were visible, predictable, and grounded in shared checklists.