Library

Resources

Guides and playbooks for owners and floor managers—search by topic or format. Share links with staff; no login required to read.

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Playbook

Post-launch adoption review

Review usage, exceptions, training gaps, data quality, controls, support, and next capability.

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Playbook

Launch support playbook

Coordinate readiness, support, triage, decisions, communications, and handover during launch.

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Playbook

Pilot branch sign-off playbook

Prove real workflows, controls, denials, support, close routines, and readiness to scale.

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Playbook

Operational discovery workshop

Map locations, roles, workflows, exceptions, controls, systems, and success measures.

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Playbook

Customer follow-up cadence playbook

Create owned, timed, contextual follow-up without duplicate outreach or lost promises.

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Playbook

Customer complaint resolution playbook

Connect the complaint to the customer, transaction, owner, promise, and closure evidence.

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Playbook

WhatsApp-to-order handoff playbook

Move a customer request from conversation to structured order, payment, fulfilment, and follow-up.

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Playbook

Shift handover playbook

Transfer open work, cash responsibility, exceptions, stock issues, and customer promises cleanly.

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Playbook

Quarterly role-access review

Review active identities, role fit, location scope, sensitive permissions, and stale access.

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Playbook

Joiner, mover, and leaver access playbook

Provision, change, and remove access as people join, change jobs, or leave.

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Playbook

Cashier readiness playbook

Check checkout, held sales, tenders, receipts, denials, and escalation under realistic traffic.

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Playbook

Month-end operating close playbook

Coordinate branch completion, receivables, inventory, payments, exceptions, and finance handoff.

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Playbook

Accounts receivable review playbook

Prioritize overdue balances using customer, document, dispute, and promise context.

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Playbook

Partial payment and customer balance playbook

Handle deposits, instalments, allocations, receipts, and follow-up consistently.

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Playbook

Daily sales reconciliation playbook

Connect sales, tenders, receipts, exceptions, and close evidence every day.

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Playbook

Low-stock and reorder playbook

Turn low-stock signals into disciplined purchasing decisions by location.

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Playbook

Inventory adjustment approval playbook

Separate investigation, authorization, correction, and post-adjustment review.

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Playbook

Physical stock count playbook

Plan counts, freeze scope, investigate variances, and approve corrections.

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Playbook

Inter-branch stock transfer playbook

Control request, dispatch, receipt, exceptions, and paired movement evidence.

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Playbook

Location rollout wave planning

Sequence branches by complexity, readiness, and learning value instead of geography alone.

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Playbook

Regional manager weekly review

Run a focused weekly review across sales, stock, people, customers, and exceptions.

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Playbook

Multi-location operating model playbook

Define what head office standardizes, what branches decide, and how exceptions are governed.

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Playbook

WhatsApp selling playbook

Rules for chat sales—templates, handoffs to invoices, escalations, and credit limits.

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Playbook

POS staff training guide

A 90-minute lane certification plan for cashiers—built for rush hour, not idle demos.

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Playbook

End-of-day reconciliation guide

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Playbook

Team rollout planning guide

A three-week people-first plan—align leaders, pilot one lane, expand without heroic weekends.

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Company

Talk to the BizPlusX team

Sales, rollout planning, and product questions—we respond with next steps, not generic brochures.

Email: [email protected]
Regions: Kenya, United Arab Emirates, United States, and customers worldwide
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