Entrepreneurship & Digital Business · Beginner level

Beginner level · Module 3 of 5 · 10 guided hours

Customers and Simple Planning

Keep customer and sales records and write a one-page plan with clear goals.

Learning objectives

  • Keep customer records
  • Track sales and expenses simply
  • Write a one-page plan with goals

Topics

  • customer records
  • repeat customers
  • sales and expense book
  • one-page plans
  • goals
  • weekly review

Lessons

  1. Lesson 1 Customer Records

    Know your customers so you can serve them and sell again.

    customer listpurchase historyconsentfollow-up

  2. Lesson 2 Tracking Sales and Expenses

    Know every day whether the business is making money.

    sales bookexpense bookseparating moneyweekly profit

  3. Lesson 3 A One-Page Plan and Goals

    Write a short plan that guides daily decisions.

    one-page planSMART goalsfirst-month targetsreview routine

Practical activity

Set up a customer list and a sales and expense book, and write your one-page plan with first-month goals.

Expected outcomes

  • Organised records
  • Clear, measurable goals

Assessment

Records template and one-page plan reviewed.

Free taster lesson Customer Management & Business Planning Read a free self-study lesson on this topic in the Free Course Library.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.