![]() ![]() If you offer service work, you probably have a timeline in place to help set expectations for both you and your clients. Once you’re done, you can refer back to it each week to help stay focused and track your progress. So consider creating a Google Doc template to brainstorm and outline your monthly goals. It’s always helpful to set business goals month after month to stay on track and keep an eye on the bigger picture. This is probably one of the most creative ideas out of the 12 in this post, but it just goes to show how versatile these Google Doc templates can be for your business! You can borrow the questions from this Elle & Company blog post to help get you started: How to Come Up With 60 Original Blog Post Ideas in 30 MinutesĮach time you’re in a creative rut, create a copy of the template, set a timer for 30 minutes, and try to come up with 3 answers to each question. Then you can follow up on them month after month to see tangible results and evaluate your marketing strategies.ĭo you struggle to come up with new content for your blog and newsletter on a consistent basis?Ĭreate a Google Doc template with questions/topics to help you brainstorm ideas! You can create space to log your number of social media followers, website pageviews and users, opt-in stats, sales, subscribers, etc. You may include an information section in your client homework Google Doc template, but you could also setup a separate template to gather specific contact information, usernames and passwords, etc. Write out the steps of the process, include screenshots or images where necessary, and even leave spaces for them to add information for future reference. Instead of typing them out in an email each time you reach that step of your process, consider creating a “Setup Guide” in a Google Doc. This simple outline structures the meeting, and my assistant is easily able to set them up for me so they’re ready to go.Īre you consistently sharing how-to’s and tutorials with clients and customers? I copy and paste the prep questions I send them via email so we can go over them together at the start of the meeting, I take notes in the Doc during our 90-minute call, and then I list their 4 action steps at the bottom (along with resources and notes to help my clients complete them). I use a Google Doc template for each of my coaching calls, and it acts as a homebase for both me and my client. If you have any recurring meetings that require an agenda or outline beforehand, a Google Doc template can really come in handy. In either scenario, you can save the Form or Doc in your Drive for easy access.Ĭoaching calls, client meetings, team meetings. How Client Homework Revolutionized My WorkflowĪ Helpful Step-By-Step Guide for Creating Client HomeworkĬlient homework is only one type of “questionnaire” you might send out on a regular basis.ĭo you regularly send out interviews or collect feedback from your clients and customers? Set up a Google Doc template to save time and make it easy for people to fill out.ĭepending on the type of questions you include, you might find it helpful to set up a Google Form and use it as a template instead of a Google Doc. Once your blog post is written in your Google Doc template, you can copy and paste the content as plain text (Shift + Option + Command + V) right into Squarespace or Wordpress, format your post, and you’ll be good to go.īut the biggest advantage of setting up client homework using a Google Doc is that your clients can continue to make edits to the document right up until the project begins (and you can check in and see if they’ve completed everything ahead of time).įor more information on the advantages of client homework and what to include in your template, check out these Elle & Company posts: It can also serve as a brainstorm space for your blog post outline and drafts. ![]() ![]() You’ll thank me later ) 12 Google Doc Templates to Make Your Business More Efficientĭo you write new blog content on a regular basis?Ī simple blog post outline can help you gather and prep all the details of your post, like your blog post title, post URL, and categories and tags. If your Drive is a hot mess at the moment, be sure to take a look at that post first before you start creating new templates. So I wrote a post earlier this year on how to organize your Drive: How To Organize Google Drive for Your Business However, you won’t find these templates very helpful if your Google Drive is out of control and disorganized. I’m a big fan of using them to organize my content and collaborate with my assistants and webinar guests, and I think every business owner out there can benefit from using them, too. My business could not function without Google Docs.
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