Guides that help your business get found online — Page 3
Practical, no-jargon advice on websites, SEO, software and AI — written for Mumbai business owners, not developers.
105 articles · 11 topics · 14 industries
How to Grow a CA Practice Online, Within ICAI Rules
A practical guide for proprietor CAs and small firms on growing a practice online without breaching the ICAI Code of Ethics: pull versus push channels, a factual website and Google Business Profile, knowledge content built around the questions clients search, referrals through a better client experience, niche positioning, LinkedIn and newsletters within the rules, what still breaches the Code, and how to measure enquiries.
ICAI Advertising Rules 2026: What CA Firms Can Now Do Online
What ICAI’s revised Code of Ethics (13th edition, applicable from 1 April 2026) actually says about CA firm websites, social media, articles, client names, push communication, aggregators and CA Connect, read from the Code’s own text. Includes a compliant website page by page, content that brings enquiries without soliciting, the grey areas to put to ICAI, and a pre-publish checklist.
Insurance Agent Website: What IRDAI Allows and What Clients Look For
What an insurance agent’s website in India should show, page by page: identity and appointment details clients check, the IRDAI code of conduct points that shape the copy, which content needs insurer approval, consent-ready lead forms under the DPDP Rules, speed on mobile, a Google Business Profile, and what never to publish.
Client Records for Insurance Agents: A Checklist That Survives Audits and Renewals
A field-by-field checklist for an insurance agent’s client database in India: what to record per client and per policy, how to structure families for cross-sell, how to keep it accurate, what insurers and IRDAI expect you to keep, DPDP Act 2023 and Rules 2025 duties, Excel vs CRM, team access, backups and a migration plan from diaries.
Stop Policy Lapses: A Renewal Reminder System for Insurance Agents
A step-by-step renewal reminder system for insurance agents, POSPs and agencies: why policies lapse, the grace periods for life and health from IRDAI’s 2024 master circulars, why motor has no real cushion, how to build the client-policy list, a 60/30/15/7-day schedule, WhatsApp, SMS and calling rules, payment links, renewal-rate tracking and what to automate first.
Can Insurance Agents Post on Social Media? What IRDAI and Insurers Allow
A practical guide for insurance agents, POSPs and agency owners who want to post on Instagram, Facebook, LinkedIn and WhatsApp Status without trouble: who regulates what, what the IRDAI 2024 master circular actually says, what needs your insurer’s approval, what you can safely post, what to avoid, a pre-post checklist and how to keep an approval record.
How to Deliver Lab Reports Online to Patients and Doctors, Securely
A practical setup for online lab report delivery: release only after sign-off, a neutral WhatsApp or SMS notice, OTP links that expire, a patient portal with family profiles, doctor access with patient consent, amended reports, ABHA linking under ABDM, retention and logs, and why open PDFs on WhatsApp or email are a risk.
What a Lab Test Booking Website Needs: A Checklist for Diagnostic Labs
A practical checklist for a diagnostic lab’s booking website: a test catalogue patients can search, preparation instructions on every test page, honest package pages with no health claims, pincode and slot booking, home collection, online payment, a secure report login, local SEO basics, structured data and mobile speed.
Google Drive vs a Document Management System for Law Firms
A neutral comparison of law firm document management options in India: what Google Drive and OneDrive offer from their own help pages (sharing controls, version history, audit logs), what a dedicated DMS or case management system adds (matter-centric folders, permissions by matter, check-in and check-out, full-text search, retention), a folder and naming convention for Indian litigation, e-filing scan and format rules from the Bombay and Delhi High Courts, security basics and when to move.
How a Local Pathology Lab Competes With Healthians, Tata 1mg Labs and Other Online Lab Platforms
A neutral guide for neighbourhood pathology labs and collection centres: what the national online lab platforms say they offer, where a local lab still wins, five practical moves (own booking page, home collection, report portal, Google profile, doctor portal without incentives) and whether to list on the platforms too.
How Local Chemists Compete With Online Pharmacy Apps
A neutral comparison of local chemists and online pharmacy apps for Indian pharmacy owners: what customers value in each, what the large apps say they offer, and five concrete moves (own order page, refill reminders, delivery radius, Google Business Profile and rule-safe loyalty) to keep regular patients.
How a Chemist Shop Can Start Medicine Home Delivery
A step-by-step plan for a neighbourhood chemist starting medicine home delivery: setting the delivery area and timings, taking orders through your own order page or app with prescription upload, by phone or at the counter (and why not on WhatsApp), the pharmacist verification step, billing and GST, UPI and cash on delivery, packaging and cold-chain basics, delivery staff and proof of delivery, records and refill reminders.
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