Purpose
Your quick entry point to the transition guides. Learn when to move phases, what each guide contains, and jump straight to the right guide without duplicating details.
How to Use This Page
- Pick your current phase and open only that transition guide.
- Run the guide's readiness checklist; do not advance unless it passes.
- Follow the weekly plan and validation criteria in the guide before moving again.
Transition Map
Phase 1 → Phase 2: Foundation to Operations — Open guide
When: Email, accounting, and documents are stable.
Outcome: CRM, inventory (if applicable), communication upgrades, light automation.
Timeline/Budget: 4-6 weeks | €100-300/month.Phase 2 → Phase 3: Operations to Optimization — Open guide
When: CRM/inventory in daily use for 8-12 weeks.
Outcome: 5-7 key metrics dashboards, 2-3 workflow automations, data-driven decisions.
Timeline/Budget: 6-8 weeks | €200-500/month.Phase 3 → Phase 4: Optimization to Strategy (Optional) — Open guide
When: Analytics and automation stable 12-16 weeks; strategy requires expansion.
Outcome: E-commerce, international capabilities, advanced automation/AI, partner integrations.
Timeline/Budget: 12+ weeks | €500-1,000+/month.
Quick Readiness Checks (Advance Only If Yes)
- Tools of the current phase are used daily without reminders.
- Data quality is trustworthy; no double entry.
- Integrations work and stay stable.
- Team is trained and mostly self-sufficient.
- At least one measurable improvement exists (time saved, revenue protected, errors reduced).
Core Principles
- Validate before advancing—checklists are mandatory.
- Integration is non-negotiable—avoid isolated tools.
- Adoption beats installation—measure use, not just deployment.
- Pilot first—start small, fix, then roll out.
- Train deliberately—budget time for people, not just software.
What the Guides Contain
Each transition guide has: readiness checklist, week-by-week plan, training notes, integration reminders, common mistakes, and success validation criteria. Keep this page short—use the guides for detail.
Related Docs
- Start Small, Scale Smart — Phase overviews.
- Implementing Technology — Rollout discipline.
- Maintaining Technology — Post-launch care.