Create the payment test checklist
Money
Use Stripe test mode first. Check the price, success page, failed payment, receipt, access granted and no duplicate purchase before any product goes live.
AI SECRETARY · DAILY BRIEFING
Good morning, Paul.
There are 10 open jobs and 4 recurring jobs due now or in the next seven days. The AI can prepare work and keep the office organised; you approve customer contact, spending, contracts and filings.
BUSINESS DIARY · DUE NOW OR IN THE NEXT 7 DAYS
Update bookkeeping records
Finance · Due 2026-10-07 · weekly
Follow up open customer enquiries
Sales · Due 2026-10-08 · weekly
Run payroll and check pay dates
Finance · Due 2026-10-10 · monthly
Review VAT records and VAT return deadline
Finance · Due 2026-10-14 · quarterly
FREE BUSINESS-IN-A-BOX TOOL
Business To-Do
One clear list for the work needed to get the business ready. Your tasks stay in this browser until we connect the free To-Do app to a customer account.
10 tasks still to do
PRODUCT LAUNCH CHECKLIST
What still needs doing
Complete 0 of 20. Tick an item only after it has been genuinely tested or agreed.
Teacher — test customer journey and payment
Learning apps
Open, register, complete a lesson and test its intended Stripe product in test mode.
Conversation — test customer journey and payment
Learning apps
Check lessons, progress, clear instructions, support route and test-mode purchase.
Skills — test customer journey and payment
Learning apps
Check content, progress, customer value and test-mode purchase.
IELTS — test customer journey and payment
Learning apps
Check practice content, clear limits and test-mode purchase.
APTIS — test customer journey and payment
Learning apps
Check practice content, clear limits and test-mode purchase.
Business-in-a-Box — agree £29 access and test payment
Core platform
Decide whether £29 is one-off or monthly before creating a live Stripe price. Test access, account, cancellation and customer help.
ChatBox — test approved answers and hand-off
AI products
Check it answers only approved information and clearly directs the customer to a human for decisions.
Hero — test complete answers and clear limits
AI products
Check answers finish correctly, explain the product simply and state when a human must decide.
Reminder — define the real service and test workflow
Services
Set approved reminder wording, owner approval, appointment data, no-show process and customer consent.
Rosterer — define customer setup and test workflow
Services
Set the care or hospital rules, human approval points, safeguarding boundary and support process.
Bookkeeping — define packages, records and accountant export
Finance services
Set entry-volume pricing, approval rules, reconciliation process, monthly reporting and HMRC/accountant boundary.
Payroll — define packages, approvals and compliance review
Finance services
Set employee-volume pricing, payroll approval, payslip workflow and a qualified review before any live payroll is processed.
E-book — complete the finished-product and customer-delivery flow
Products
Build, review, approve, download the manuscript and cover package, then give the customer a clear Amazon KDP hand-off.
Receptionist — finish standard setup and real call test
AI products
Test business hours, services, questions, enquiry capture, summary, escalation and customer instructions.
Secretary — test daily brief, tasks and reminders
AI products
Test daily planning, recurring dates, customer follow-ups and the owner approval boundary.
Callcentre — define lawful human-approved campaign workflow
Services
Use approved lists and scripts, consent rules, stop lists, call records and human supervision before any outreach.
Service setup — receptionist, reminder, secretary and rosterer
Operations
For each service: define onboarding, what the customer supplies, what we do, quote, approval, delivery and support.
Android Secretary — finish SDK check and handset test
Mobile apps
When the Android phone is charged, open Android Studio, confirm the SDK downloads, install the Secretary prototype and test it on the handset.
Privacy, support and app-store release audit
Company-wide
Each app needs a privacy policy, data-safety answers, customer support route, deletion process and real screenshots before Google Play submission.
Finish the Website Builder: address, trade look and two-colour design
Product · Click the task to open it
Complete and inspect the first finished e-book package
Products · Click the task to open it
Prepare the first YouTube presentation: background, script and supporting images
Marketing · Click the task to open it
Test the UK new-business research sign-in and limited Companies House search
Lead generation · Click the task to open it
Agree the first services and quotation process
Services · Click the task to open it
Choose the first app for a Google Play readiness audit
Apps · Click the task to open it
Update bookkeeping records
Finance · Click the task to open it
Run payroll and check pay dates
Finance · Click the task to open it
Review VAT records and VAT return deadline
Finance · Click the task to open it
Follow up open customer enquiries
Sales · Click the task to open it