The Benefits of Templates

Let’s talk templates. If you’re a service-based business in particular, templates are an incredible tool that can improve the efficiency of your business and save you so much time!

5 ways templates can help you:

1. They provide consistency and standardize your documentation

2. They reduce errors

3. They streamline your workflow

4. They make it easier to train and onboard staff

5. They give you a professional and polished look

Templates can be used for almost anything. Think about the things you are constantly repeating; what are you saying over and over again? What documents do you send out often?

Examples:

• Emails - responses you send out frequently

• Scopes of work

• Proposals

• Quotes

• Testimonial/Review requests

These are all things you can make templates for! You will likely have others, but this gives you a place to start.