GSIT from sales account plan template , image source: asalesguy.com
Every week brings job lists, emails, files, and new jobs. How much of that is different from the job you have done? Odds are, not much. Many of our tasks are variations on something we have done hundreds of times before.
Don’t reinvent the wheel every single time you start something new. Instead, use templates–as starting point for work standardized documents with formatting and text. Once you save another version of the template add, eliminate, or alter any info for that record that is unique, and you’ll have the new work done in a fraction of this time.
Templates work everywhere: in word processors, spreadsheets, project management apps, survey platforms, and email. Here’s how to automatically create documents from a template — and how to use templates in your favorite apps –so it’s possible to get your tasks quicker.
Templates take the time to build, and it’s easy to wonder whether they are worth the investment. The brief answer: absolutely. Editing a template requires far less time than formatting something from scratch. It’s the distinction between retyping it, or copying and pasting some text.
That is only one advantage: Using a template means you’re less likely to leave out crucial information, also. For instance, if you want to send freelance authors a contributor agreement, changing a standard contract template (rather than composing a new contract every time) ensures you won’t depart out the crucial clause about owning the content as soon as you’ve paid for this.
Templates also guarantee consistency. Maybe you send regular job updates. Using a template, you understand the update will always have the formatting, layout, and structure.
How to Create Great Templates
Not many templates are created equal–and a few things don’t require a template. Here are a few tips to follow.
First, templates should be comprehensive. So err on the side of adding too instead of too small, it is simpler to delete info than add it .
Imagine you’re developing a template of your own resume. You’d want to record in-depth details so you are going to have.
You always have the option to delete less-important notes later on, but you may forget it when it is not in the template.
Some tools will automatically fill in these factors for you (more on this in a little ). But if you need to fill in the data by yourself, include some text that is obvious and easy to look for so you can find text that needs to be changed without a lot of effort.