Money Evidence Cash book
What it is: Daily cash-in and cash-out record.
Why it matters: Shows business money movement clearly.
Who uses it: Owners, cashiers, supervisors.
Related proof pack: Daily Sales And Cash Record Pack
Money Evidence Sales summary
What it is: Daily or weekly sales totals by channel.
Why it matters: Supports pricing and stock decisions.
Who uses it: Retail, service and food operators.
Related proof pack: Daily Sales And Cash Record Pack
Money Evidence Expense register
What it is: Documented business expenses by type.
Why it matters: Prevents hidden cash leaks.
Who uses it: Owners and bookkeeping assistants.
Related proof pack: Daily Sales And Cash Record Pack
Money Evidence Mobile money reconciliation
What it is: Record matching wallet statements against sales.
Why it matters: Confirms true receipts and missing entries.
Who uses it: Digital payment businesses.
Related proof pack: Daily Sales And Cash Record Pack
Money Evidence Debtor list
What it is: Customers with unpaid balances.
Why it matters: Protects cash-flow timing and collections.
Who uses it: SME owners and accounts support.
Related proof pack: Loan Readiness Pack
Money Evidence Supplier payment record
What it is: Payment dates and amounts by supplier.
Why it matters: Improves trust and payment discipline.
Who uses it: Retail, farm and logistics SMEs.
Related proof pack: Fraud And Internal Controls Pack
Stock and Operations Stock sheet
What it is: Opening, incoming and closing stock levels.
Why it matters: Prevents stockouts and overstocking.
Who uses it: Shop teams and store assistants.
Related proof pack: Stock Control Pack
Stock and Operations Reorder trigger
What it is: Threshold that indicates reorder action.
Why it matters: Reduces stock-related revenue loss.
Who uses it: Retail and distribution teams.
Related proof pack: Stock Control Pack
Stock and Operations Delivery tracker
What it is: Order, dispatch and completion status log.
Why it matters: Improves delivery accountability.
Who uses it: Dispatch operators and sellers.
Related proof pack: Delivery And Dispatch Pack
Stock and Operations Work order tracker
What it is: Service request to completion record.
Why it matters: Protects service quality and handovers.
Who uses it: Service and artisan businesses.
Related proof pack: Service Business Quotation Pack
Stock and Operations Issue log
What it is: Recurring operational problems and actions.
Why it matters: Drives continuous improvement.
Who uses it: Supervisors and team leads.
Related proof pack: Staff Task And Supervisor Pack
Stock and Operations Weekly operations summary
What it is: Weekly business status across stock, sales and tasks.
Why it matters: Supports better decisions and planning.
Who uses it: Owners and supervisors.
Related proof pack: Business Systems Starter Pack
Customer Evidence Customer list
What it is: Named customer contacts by segment.
Why it matters: Enables repeat business follow-up.
Who uses it: Sales and service teams.
Related proof pack: Customer Follow Up Pack
Customer Evidence Follow-up message
What it is: Structured customer follow-up template.
Why it matters: Improves conversion and retention.
Who uses it: Retail, digital sellers, service providers.
Related proof pack: Customer Follow Up Pack
Customer Evidence Complaint response
What it is: Documented response to customer issue.
Why it matters: Protects trust and recovery quality.
Who uses it: Service and hospitality teams.
Related proof pack: Customer Follow Up Pack
Customer Evidence Service checklist
What it is: Step-by-step service quality standard.
Why it matters: Reduces avoidable service mistakes.
Who uses it: Food, beauty, repair and care services.
Related proof pack: Staff Task And Supervisor Pack
Customer Evidence Customer feedback note
What it is: Captured customer feedback and action taken.
Why it matters: Turns feedback into operational improvement.
Who uses it: Owners and service supervisors.
Related proof pack: Customer Follow Up Pack
Digital and AI Evidence Prompt library
What it is: Reusable AI prompt templates for business tasks.
Why it matters: Speeds execution while preserving consistency.
Who uses it: SME teams using digital tools.
Related proof pack: Ai Productivity Pack
Digital and AI Evidence AI quality-check log
What it is: Review log for AI output quality and edits.
Why it matters: Prevents publishing unchecked responses.
Who uses it: Owners and assistants using AI.
Related proof pack: Ai Productivity Pack
Digital and AI Evidence WhatsApp commerce pack
What it is: Message, order and follow-up toolkit.
Why it matters: Creates repeatable digital sales discipline.
Who uses it: Online sellers and social commerce teams.
Related proof pack: Whatsapp Commerce Pack
Digital and AI Evidence Content calendar
What it is: Planned weekly customer-facing content schedule.
Why it matters: Maintains visibility and sales rhythm.
Who uses it: Micro brands and service businesses.
Related proof pack: Ai Productivity Pack
Digital and AI Evidence Digital payment summary
What it is: Periodic summary by payment channel.
Why it matters: Improves payment tracking and reconciliation.
Who uses it: Retail and delivery businesses.
Related proof pack: Daily Sales And Cash Record Pack
Growth and Financing Business profile
What it is: Core identity and operating profile of the business.
Why it matters: Needed for partner and financing conversations.
Who uses it: Owners and cohort participants.
Related proof pack: Loan Readiness Pack
Growth and Financing Loan-readiness file
What it is: Structured record set for financing review.
Why it matters: Strengthens credibility in lender discussions.
Who uses it: SME owners and cooperative members.
Related proof pack: Loan Readiness Pack
Growth and Financing Buyer list
What it is: Current and target buyer contacts.
Why it matters: Shows market relationship visibility.
Who uses it: Farm and trade enterprises.
Related proof pack: Farm Records Pack
Growth and Financing Improvement plan
What it is: Documented plan for resolving business gaps.
Why it matters: Guides disciplined growth actions.
Who uses it: Owners, supervisors and mentors.
Related proof pack: Business Systems Starter Pack
Growth and Financing Risk note
What it is: Short record of key operational risks and controls.
Why it matters: Supports better decision quality and trust.
Who uses it: Owners, partner reviewers, lenders.
Related proof pack: Fraud And Internal Controls Pack
