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Setup guides and tools for small businesses

60 guides, 7 comparisons and 3 browser tools, each page with its sources and the date they were read.

Examples

Three tools that run in this browser

Email CSV migration checker

Check a subscriber CSV for duplicates, blank names and status labels before import.
Automation workflow usage and cost calculator

Count tasks, credits and executions for one workflow, then apply a plan quote.
Three-axis fit checker

Check whether an object fits a container on all three axes, with clearance.

Start from a task area

Email marketing

8 guides, 3 comparisons

Tool Email CSV migration checker

Deliver a PDF freebie automatically when someone joins your Kit list Step 1 Open the form or landing page.
Set up Kit’s Shopify abandoned-checkout sequence and interpret its tags Step 1 Check the exact feature entitlement.
Move from Mailchimp to MailerLite: what comes across, what doesn't, and what to rebuild Step 1 Check your plan size first.

Automation and CRM

11 guides, 2 comparisons

Tool Automation workflow usage and cost calculator

Log Gmail to HubSpot's free CRM automatically, including emails you didn't start Step 1 Connect your inbox.
Send Shopify orders to Google Sheets with one row per line item (Make) Step 1 Connect Shopify.
Log paid Stripe Checkout sessions to Google Sheets with Make Step 1 Create a scenario.

Booking and getting paid

3 guides, 1 comparison

Tool Deposit and fee math

Take a session deposit and a signed-off policy at booking in Acuity (photographer setup) Step 1 Connect a processor.
Bill a monthly retainer automatically in FreshBooks, with reminders and a late fee Step 1 Start a recurring template.
Set up a barbershop booking page with deposits (or a no-show fee) in Square Appointments Step 1 Create your services.

Fit and measuring

10 guides

Tool Three-axis fit checker

Measure a desk drawer before buying expandable dividers Step 1 Empty and inspect.
Read laptop-sleeve dimensions without confusing the inside and outside Step 1 Measure the device.
Choose packing-cube sizes from your bag dimensions Step 1 Measure the useful interior.

Everyday fit shelf

Websites & stores, 2 guides, 1 comparison
Home office, 4 guides
Everyday accessories, 4 guides
Hobbies & paper, 4 guides
Travel organization, 4 guides
Car-care organization, 4 guides
Day trips & gear care, 4 guides
Kitchen organization, 4 guides
Pet-life organization, 4 guides
Creator workflows, 4 guides

How the guides choose a tool

Each guide recommends a tool for a stated job and budget, and keeping the tool you already have counts as an answer.
Plan caps, prices and fees come from the vendor’s own pricing and help pages, each with the date it was read.
Comparisons put the criteria side by side and leave the weighting to you.