See what kind of help fits your setup

Think weekly habits — invoicing, follow-ups, status updates — not one-off projects.

• Often — daily or weekly
• Sometimes — monthly
• Rarely — ad hoc

• Mostly one place (folder, wiki, shared drive)
• Scattered across tools and people's heads
• Mostly looked up from scratch each time

• One or two
• A handful
• Many — connections between them matter

• Payments, legal, credentials, or personal data
• Some steps need owner or manager sign-off
• Not sure yet — need help defining limits

• Keep it on my computers when possible
• Private cloud is acceptable if documented
• Managed online tools are fine if scoped
• Mixed — depends on the workflow