fbpx
Select Page

Templates are kind of a huge deal to me. Why? Well, they save time for one thing. They also save me a lot of extra effort in the long run (which kind of goes hand-in-hand with the whole time-saving benefit, I know). But by having these three special kinds of templates, I’ve saved a ton of time and energy. If you don’t have these 3 kinds of templates, you’ll want them ASAP!

Template type #1: project agreement PROJECTS

Okay, so I do a **LOT** of projects of all types for different clients. I absolutely love what I do, but can you imagine how much time I’d lose if I had to make up a new project agreement for every client? Um, no thanks! I’d like to have time to sleep and eat and tickle my kids, thanks.

So yes, I have a project agreement template. It outlines the project, billing parameters, sets expectations, and has the legal stuff all written out and in ONE place. That way, I can chat proposals with a client over the phone, quickly adjust the template for their project specifications, and send it off to them for approval.

Then, the client just signs and returns the form via email and *Voila!* We’re in business.

FinancialTemplate #2: financial forms

Another huge time and energy saver when it comes to office type documents is having templates for all of my financial forms:

  • Receipts
  • Billing forms
  • Purchase orders
  • Payments made

An Admin-ease partner needs a new project? Great: let me fill out the form and we’ll get rocking!

Template #3: questionnairesQuestionnaire

One other favorite template is the questionnaire. Once a client has accepted the project agreement, we need to make sure that we’re on the same page when it comes to company image, presentation, marketing, etc. I do this by having them fill out a marketing brief or a variety of appropriate questionnaires. This way, their clients will see a uniform image and won’t be able to tell who’s doing the work.

I mean, that’s the kind of dedication that we put into this. We don’t want your clients to be able to tell that *gasp!* you’re not doing the work!

So, business owners: if you’re ready to delegate your social media or administrative needs, we’re here to help you seamlessly delegate those vital skills to an associate – a partner who’s got your best interests at heart. Are you ready? Then just contact me (Kristy) now.

Get in Touch:

[formidable id=3]

You have Successfully Subscribed!