How-To Guides
Practical, step-by-step guides for Indian founders navigating the complexities of scaling operations, technology, and people. Search our repository below.
- BUSINESS LOANS
How to approach an NBFC when your bank has said no
- BUSINESS STRATEGY
How to assess and manage business risk as you scale
- BRAND BUILDING
How to brief a designer or agency so you get what you actually want
- WORKING CAPITAL MANAGEMENT
How to build a 13-week cash flow forecast that keeps you ahead of cash problems
- SALES & MARKETING
How to build a B2B sales process that scales beyond the founder
- SOCIAL MEDIA MARKETING
How to build a LinkedIn company page that generates business enquiries
- BRAND BUILDING
How to build a brand identity for your company that's not just a logo
- FINANCE & ACCOUNTING
How to build a budget that your department heads will actually follow
- BUSINESS STRATEGY
How to build a business that can be sold in 5 years
- BRAND BUILDING
How to build a company culture that becomes a competitive advantage
- SALES & MARKETING
How to build a company website that actually generates leads
- FINANCE & ACCOUNTING
How to build a content marketing strategy that generates leads without a big budget
- MANUFACTURING & OPERATIONS
How to build a culture of quality in a production team
- LABOUR LAW COMPLIANCE
How to build a grievance redressal mechanism your employees will actually use
- SEO & CONTENT MARKETING
How to build a keyword strategy for your industry that attracts the right clients
- LEAVE & BENEFITS
How to build a learning and development programme on a limited budget
- EVENTS & NETWORKING
How to build a marketing team as your company grows
- PARTNERSHIPS & ALLIANCES
How to build a partner ecosystem around your product or service
- HR & PEOPLE
How to build a performance review system that employees don't hate
- DIGITAL MARKETING
How to build a podcast or audio content strategy for your business
- EVENTS & NETWORKING
How to build a professional network that actually helps your business
- SALES & MARKETING
How to build a referral programme that generates consistent leads
- SUPPLY CHAIN & PROCUREMENT
How to build a reverse logistics process for returns and replacements
- DIGITAL MARKETING
How to build a sales funnel for a B2B service company
- HR & PEOPLE
How to build a senior leadership team as you scale past 50 people
- PR & MEDIA
How to build a speaker profile and apply for conference talks
- BUSINESS STRATEGY
How to build a spend analysis and find where your money is really going
- SUPPLY CHAIN & PROCUREMENT
How to build a supply chain that doesn't collapse when one supplier fails
- SUPPLY CHAIN & PROCUREMENT
How to build a vendor management process that reduces dependency and cost
- WORKING CAPITAL MANAGEMENT
How to build a working capital policy for your business
- HR SYSTEMS & PROCESSES
How to build an HR dashboard that gives you real visibility into your workforce
- WORKING CAPITAL MANAGEMENT
How to build an expense management system that doesn't slow down your team
- REAL ESTATE & FINANCE
How to build an office culture that makes people want to come in
- HR SYSTEMS & PROCESSES
How to build an onboarding process that gets new employees productive faster
- BUSINESS STRATEGY
How to build strategic partnerships that actually generate revenue
- FINANCE & ACCOUNTING
How to calculate and improve your product margins accurately
- SUPPLY CHAIN & PROCUREMENT
How to calculate the true cost of holding inventory
- SALES & MARKETING
How to choose and implement a CRM without wasting six months
- HR SYSTEMS & PROCESSES
How to choose and implement an HRMS for a 50–200 person company
- BUSINESS LOANS
How to choose between a term loan, overdraft, and cash credit facility
- BUSINESS STRATEGY
How to choose between making a component in-house versus buying it
- BUSINESS STRATEGY
How to choose business software without buying things you don't need
- PARTNERSHIPS & ALLIANCES
How to co-market with a complementary business to reach new clients
- ESOP & EQUITY COMPENSATION
How to comply with ESOP regulations under Indian company law
- MANUFACTURING & OPERATIONS
How to conduct a physical stock audit without shutting down operations
- LABOUR LAW COMPLIANCE
How to conduct a retrenchment or layoff in compliance with Indian labour law
- HR SYSTEMS & PROCESSES
How to conduct exit interviews that give you useful information
- CONTRACTOR VS EMPLOYEE
How to convert a long-term contractor to a full-time employee
- BRAND BUILDING
How to create a brand style guide your team will actually use
- HR SYSTEMS & PROCESSES
How to create a career framework that gives employees clarity on growth
- EVENTS & NETWORKING
How to create a company newsletter that people actually read
- PARTNERSHIPS & ALLIANCES
How to create a franchise or licensing model from your existing business
- DIGITAL MARKETING
How to create a lead magnet that attracts your ideal B2B client
- REAL ESTATE & OFFICE SETUP
How to decide between buying and leasing commercial property for your business
- CONTRACTOR VS EMPLOYEE
How to decide whether to hire an employee or engage a contractor
- HR & PEOPLE
How to delegate effectively when you've been doing everything yourself
- LEAVE & BENEFITS
How to design a leave policy that balances employee needs and business continuity
- ESOP & EQUITY COMPENSATION
How to design an ESOP plan that actually retains your best people
- LEAVE & BENEFITS
How to design and communicate a flexible benefits programme
- BRAND BUILDING
How to develop a messaging framework for your company
- BRAND BUILDING
How to differentiate your company when you're in a crowded market
- BUSINESS STRATEGY
How to diversify revenue when your business depends on one client or product
- BUSINESS STRATEGY
How to document your business processes before they live only in people's heads
- CONTRACTOR VS EMPLOYEE
How to draft a contractor agreement that protects your company
- LABOUR LAW COMPLIANCE
How to draft employment contracts that protect your company
- EXPORT & INTERNATIONAL
How to enter an international market from India
- SUPPLY CHAIN & PROCUREMENT
How to evaluate and onboard new suppliers systematically
- REAL ESTATE & OFFICE SETUP
How to evaluate and set up a second production location
- WORKING CAPITAL MANAGEMENT
How to evaluate and use invoice discounting to solve cash flow problems
- PARTNERSHIPS & ALLIANCES
How to evaluate whether a strategic partnership is worth pursuing
- MANUFACTURING & OPERATIONS
How to evaluate whether solar power makes financial sense for your factory
- FINANCE & ACCOUNTING
How to evaluate whether to hire a full-time CFO or outsource the function
- REAL ESTATE & FINANCE
How to evaluate whether to move to a larger office space or optimise the current one
- WORKING CAPITAL MANAGEMENT
How to evaluate whether to offer credit to your customers
- REAL ESTATE & OFFICE SETUP
How to evaluate whether your business needs a registered office versus a virtual office
- BUSINESS STRATEGY
How to expand into a new city without opening a full office
- ESOP & EQUITY COMPENSATION
How to explain ESOPs to your employees so they understand and value them
- WORKING CAPITAL MANAGEMENT
How to extend your payables without damaging supplier relationships
- EXPORT & INTERNATIONAL
How to find genuine international buyers for your products
- MANUFACTURING & OPERATIONS
How to forecast demand more accurately for production planning
- MANUFACTURING & OPERATIONS
How to get ISO 9001 certified without disrupting your operations
- BUSINESS LOANS
How to get a business loan when you have limited collateral
- PR & MEDIA
How to get press coverage for your company without a PR agency
- SEO & CONTENT MARKETING
How to get your company website to rank on Google without hiring an SEO agency
- EXPORT & INTERNATIONAL
How to get your products certified for international markets
- ESOP & EQUITY COMPENSATION
How to handle ESOPs when an employee leaves
- PF, ESIC & STATUTORY COMPLIANCE
How to handle PF for employees who earn above the threshold
- PF, ESIC & STATUTORY COMPLIANCE
How to handle PF inspection and audit by EPFO officers
- PAYROLL MANAGEMENT
How to handle TDS on salary correctly — the most common payroll mistakes
- PR & MEDIA
How to handle a PR crisis or negative press coverage
- BUSINESS STRATEGY
How to handle a client who refuses to pay
- SUPPLY CHAIN & PROCUREMENT
How to handle a critical supplier who is delivering late consistently
- BUSINESS STRATEGY
How to handle a major customer complaint without losing the relationship
- CONTRACTOR VS EMPLOYEE
How to handle a situation where a contractor claims to be an employee
- FACILITY MANAGEMENT
How to handle a workplace safety incident correctly
- LABOUR LAW COMPLIANCE
How to handle disciplinary action without creating legal liability
- PAYROLL MANAGEMENT
How to handle salary increments and promotions fairly and consistently
- LABOUR LAW COMPLIANCE
How to handle sexual harassment complaints under the POSH Act
- HR & PEOPLE
How to have a performance conversation with a senior employee who is underperforming
- HR & PEOPLE
How to hire your first HR manager without overpaying
- EVENTS & NETWORKING
How to host a client event that builds relationships and generates referrals
- PARTNERSHIPS & ALLIANCES
How to identify and approach potential business partners
- MANUFACTURING & OPERATIONS
How to implement 5S in your factory without it becoming a one-time exercise
- HR SYSTEMS & PROCESSES
How to implement a 360-degree feedback process that actually improves performance
- LABOUR LAW COMPLIANCE
How to implement a non-solicitation and confidentiality policy that actually works
- SUPPLY CHAIN & PROCUREMENT
How to implement a vendor scorecard system
- SUPPLY CHAIN & PROCUREMENT
How to implement a warehouse management system on a limited budget
- OFFICE SETUP & FACILITY
How to implement an access control and employee identity system as you scale
- MANUFACTURING & OPERATIONS
How to implement quality control without a dedicated QC department
- WORKING CAPITAL MANAGEMENT
How to improve your company's credit rating and borrowing terms over time
- BUSINESS STRATEGY
How to know when it's time to pivot and when to stay the course
- HR & PEOPLE
How to legally terminate an employee in India
- EVENTS & NETWORKING
How to make business events and conferences worth the time and money
- PF, ESIC & STATUTORY COMPLIANCE
How to manage ESIC claims and ensure your employees can access benefits
- HR SYSTEMS & PROCESSES
How to manage HR during a period of rapid headcount growth
- PF, ESIC & STATUTORY COMPLIANCE
How to manage PF compliance during employee transfers and restructuring
- REAL ESTATE & OFFICE SETUP
How to manage a commercial property dispute with your landlord
- MANUFACTURING & OPERATIONS
How to manage a factory shift system without productivity dropping on night shifts
- PARTNERSHIPS & ALLIANCES
How to manage a joint venture with another Indian company
- CONTRACTOR VS EMPLOYEE
How to manage a team of freelancers and remote contractors effectively
- SUPPLY CHAIN & PROCUREMENT
How to manage a third-party logistics (3PL) provider effectively
- FACILITY MANAGEMENT
How to manage an office renovation without losing productivity
- HR SYSTEMS & PROCESSES
How to manage an underperforming HR manager
- BUSINESS STRATEGY
How to manage calibration of measuring instruments in your plant
- FINANCE & ACCOUNTING
How to manage cash flow when your clients pay late
- HR & PEOPLE
How to manage co-founder conflict before it damages the business
- REAL ESTATE & FINANCE
How to manage company vehicles and transport costs effectively
- LABOUR LAW COMPLIANCE
How to manage contract labour in compliance with the Contract Labour Act
- LEAVE & BENEFITS
How to manage employee loans and advances correctly
- PF, ESIC & STATUTORY COMPLIANCE
How to manage employees who refuse to enrol in PF
- EXPORT & INTERNATIONAL
How to manage export payment risk and get paid reliably
- LABOUR LAW COMPLIANCE
How to manage gratuity obligations as your team grows
- SUPPLY CHAIN & PROCUREMENT
How to manage import logistics without a dedicated team
- BUSINESS STRATEGY
How to manage last-mile delivery for B2B customers
- LEAVE & BENEFITS
How to manage maternity leave compliantly and supportively
- REAL ESTATE & OFFICE SETUP
How to manage multiple office locations without losing operational cohesion
- REAL ESTATE & FINANCE
How to manage office cleaning and hygiene to a professional standard without a large facilities budget
- FACILITY MANAGEMENT
How to manage office maintenance without a dedicated facilities team
- OFFICE SETUP & FACILITY
How to manage office stationery and consumables procurement cost-effectively
- FACILITY MANAGEMENT
How to manage parking and commute challenges as your team grows
- PAYROLL MANAGEMENT
How to manage payroll for contractual and part-time staff
- PAYROLL MANAGEMENT
How to manage payroll for employees in multiple states
- WORKING CAPITAL MANAGEMENT
How to manage petty cash and small expenses without losing control
- SUPPLY CHAIN & PROCUREMENT
How to manage procurement for a project-based business
- CONTRACTOR VS EMPLOYEE
How to manage remote contractors based outside India
- SUPPLY CHAIN & PROCUREMENT
How to manage seasonal inventory without tying up all your cash
- FACILITY MANAGEMENT
How to manage security for your office or facility
- MANUFACTURING & OPERATIONS
How to manage spare parts inventory for your production equipment
- MANUFACTURING & OPERATIONS
How to manage subcontractors without losing quality control
- SUPPLY CHAIN & PROCUREMENT
How to manage supplier price increases without passing them all to your customers
- LABOUR LAW COMPLIANCE
How to manage the Shops and Establishments Act compliance for your office
- FINANCE & ACCOUNTING
How to manage water and waste costs in a manufacturing facility
- WORKING CAPITAL MANAGEMENT
How to manage working capital during a period of rapid growth
- WORKING CAPITAL MANAGEMENT
How to manage working capital in a trading or distribution business
- BRAND BUILDING
How to manage your company's brand across multiple channels consistently
- SOCIAL MEDIA MARKETING
How to manage your company's online reputation
- DIGITAL MARKETING
How to manage your digital marketing when you can't afford a dedicated team
- FACILITY MANAGEMENT
How to manage your office lease renewal without being held hostage by the landlord
- WORKING CAPITAL MANAGEMENT
How to manage your working capital cycle in a seasonal business
- DIGITAL ADVERTISING
How to measure whether your marketing is actually generating business
- REAL ESTATE & OFFICE SETUP
How to negotiate a commercial lease without overpaying
- WORKING CAPITAL MANAGEMENT
How to negotiate better payment terms with your customers
- SUPPLY CHAIN & PROCUREMENT
How to negotiate better terms with your raw material suppliers
- FINANCE & ACCOUNTING
How to negotiate with a strategic investor without losing control
- OFFICE SETUP & FACILITY
How to negotiate with internet service providers for better business broadband
- EVENTS & NETWORKING
How to network effectively in online communities and forums
- EXPORT & INTERNATIONAL
How to package your product for international markets
- REAL ESTATE & OFFICE SETUP
How to plan a factory or warehouse expansion without disrupting current operations
- EVENTS & NETWORKING
How to plan an annual marketing calendar for a B2B company
- OFFICE SETUP & FACILITY
How to plan and manage your company's annual maintenance budget
- HR & PEOPLE
How to plan succession if you want to step back from day-to-day operations
- SALES & MARKETING
How to position your company when you do everything for everyone
- PR & MEDIA
How to position your founder as a thought leader in your industry
- MANUFACTURING & OPERATIONS
How to prepare for a customer quality audit
- FINANCE & ACCOUNTING
How to prepare for an investor due diligence process
- BUSINESS LOANS
How to prepare your company for a bank loan application
- EXPORT & INTERNATIONAL
How to price your product for export without undervaluing it
- SALES & MARKETING
How to price your services when you're moving upmarket
- PAYROLL MANAGEMENT
How to process Full and Final Settlement correctly when an employee leaves
- DIGITAL MARKETING
How to protect your brand and domain name online
- BUSINESS STRATEGY
How to protect your company from a cyber attack
- LEGAL & COMPLIANCE
How to protect your company's intellectual property
- FINANCE & ACCOUNTING
How to raise debt financing when you don't want to dilute equity
- WORKING CAPITAL MANAGEMENT
How to recover a bad debt without going to court
- SUPPLY CHAIN & PROCUREMENT
How to reduce dead stock without damaging supplier relationships
- MANUFACTURING & OPERATIONS
How to reduce electricity costs in a manufacturing plant
- HR & PEOPLE
How to reduce employee attrition when you can't match MNC salaries
- SUPPLY CHAIN & PROCUREMENT
How to reduce lead times from your suppliers
- MANUFACTURING & OPERATIONS
How to reduce operational costs without cutting team or quality
- MANUFACTURING & OPERATIONS
How to reduce production downtime without expensive equipment upgrades
- MANUFACTURING & OPERATIONS
How to reduce raw material waste in your production process
- MANUFACTURING & OPERATIONS
How to reduce the cost of quality in your business
- FINANCE & ACCOUNTING
How to reduce your company's tax liability legally
- WORKING CAPITAL MANAGEMENT
How to reduce your debtors days outstanding
- SUPPLY CHAIN & PROCUREMENT
How to reduce your freight costs without switching logistics partners
- BUSINESS LOANS
How to restructure your business debt when it becomes unmanageable
- SALES & MARKETING
How to retain your top clients when a competitor is undercutting you on price
- SOCIAL MEDIA MARKETING
How to run Instagram and Facebook for a B2B company without wasting time
- DIGITAL ADVERTISING
How to run LinkedIn Ads for B2B lead generation in India
- HR SYSTEMS & PROCESSES
How to run a salary benchmarking exercise for your industry
- SALES & MARKETING
How to run a strategy review that leads to actual decisions
- EVENTS & NETWORKING
How to run a webinar that generates genuine leads
- ESOP & EQUITY COMPENSATION
How to run an ESOP buyback or secondary transaction
- HR SYSTEMS & PROCESSES
How to run an internal HR audit to identify compliance gaps
- HR & PEOPLE
How to run effective all-hands meetings that your team actually values
- ESOP & EQUITY COMPENSATION
How to set the ESOP exercise price and fair market value
- BUSINESS STRATEGY
How to set the right reorder points for your key materials
- SEO & CONTENT MARKETING
How to set up Google Analytics and Search Console to understand your website traffic
- PF, ESIC & STATUTORY COMPLIANCE
How to set up PF and ESIC correctly when you cross the threshold
- FACILITY MANAGEMENT
How to set up a disaster recovery plan for your office or facility
- SUPPLY CHAIN & PROCUREMENT
How to set up a distribution network for a new product
- SUPPLY CHAIN & PROCUREMENT
How to set up a distributor incentive programme that actually drives sales
- FINANCE & ACCOUNTING
How to set up a monthly MIS report your CFO (or you) will actually use
- REAL ESTATE & OFFICE SETUP
How to set up a new office space that your team will actually want to work in
- PAYROLL MANAGEMENT
How to set up a payroll system for a 50-person company
- MANUFACTURING & OPERATIONS
How to set up a production planning system that reduces chaos
- OFFICE SETUP & FACILITY
How to set up a professional client-facing meeting space on a budget
- FINANCE & ACCOUNTING
How to set up a proper shareholder agreement before your first investor
- REAL ESTATE & FINANCE
How to set up a proper treasury function for a mid-sized company
- SUPPLY CHAIN & PROCUREMENT
How to set up a purchase order system that prevents maverick spending
- DIGITAL MARKETING
How to set up a referral tracking system so you can thank and reward referrers
- OFFICE SETUP & FACILITY
How to set up a remote work policy that actually works
- OFFICE SETUP & FACILITY
How to set up a server room or IT closet safely and correctly
- OFFICE SETUP & FACILITY
How to set up an ergonomic workspace to reduce sick days and improve productivity
- FINANCE & ACCOUNTING
How to set up internal controls to prevent financial fraud as you scale
- EVENTS & NETWORKING
How to speak at industry conferences and use it to generate business
- EXPORT & INTERNATIONAL
How to start exporting from India without a dedicated export team
- HR & PEOPLE
How to stay GST compliant without it consuming your finance team
- LABOUR LAW COMPLIANCE
How to stay compliant with labour laws as your headcount grows
- PAYROLL MANAGEMENT
How to structure CTC to minimise employee tax liability legally
- PARTNERSHIPS & ALLIANCES
How to structure a channel partner or reseller programme
- HR & PEOPLE
How to structure a compensation and benefits policy for a 50-person company
- LEGAL & COMPLIANCE
How to structure contracts with clients to protect yourself
- HR & PEOPLE
How to use AI tools to make your team more productive without risking data
- SEO & CONTENT MARKETING
How to use Google Ads to generate B2B leads without wasting your budget
- SALES & MARKETING
How to use LinkedIn effectively to build business relationships
- SOCIAL MEDIA MARKETING
How to use WhatsApp Business for client communication without losing professionalism
- DIGITAL MARKETING
How to use WhatsApp broadcast lists for B2B marketing without annoying people
- WORKING CAPITAL MANAGEMENT
How to use a line of credit effectively without paying interest unnecessarily
- PR & MEDIA
How to use awards and rankings to build credibility
- PR & MEDIA
How to use case studies to generate new business
- DIGITAL ADVERTISING
How to use email marketing to nurture B2B leads without spamming people
- BUSINESS LOANS
How to use equipment financing to upgrade your production capability
- EXPORT & INTERNATIONAL
How to use government export incentives and schemes effectively
- SOCIAL MEDIA MARKETING
How to use video content to build your brand without a production budget
- BUSINESS LOANS
How to use your MSME registration to access better financing
- PR & MEDIA
How to write a press release that journalists will actually read
- SEO & CONTENT MARKETING
How to write content that ranks on Google and converts readers into leads