Worksheet
App or platform checklist
A one-page list of the signs above, with a column to mark yes or no for your business. Add the systems that hold invoices, bookings and orders today. Several yes marks, plus a system to read from, suggest the platform is worth scoping.
Name: ______________________ Business: ______________________ Date: ______________
Scroll the table sideways to see every column.
| Item | Who owns it | Where it is kept today | What is missing |
|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “WhatsApp Business App vs API: Which a Growing Business Needs”, www.gullysystem.com/blog/whatsapp-business-app-vs-api-which-a-growing-business-needs