Consistency.
WHY IT MATTERS
Doing it the same way each time is faster, better, and delegable.
WHAT TO DOCUMENT
Qualification questions The proposal structure The onboarding checklist The information request The update format The delivery process The offboarding checklist
HOW TO BUILD THEM
Write down what you did last time Note what went wrong Improve it Use it again
WHAT TO TEMPLATE
The welcome message The information request Status updates The delivery message The proposal
WHAT THAT SAVES
Substantial time, and it prevents omissions.
WHAT NOT TO DO
Send templates unedited.
Personalise them.
WHAT THIS ENABLES
Delegation Consistent client experience Growth
WHERE TO KEEP THEM
Somewhere findable, and backed up.
WHAT TO REVIEW
After any project that went badly.
