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3 Reasons Why You Should be Templatizing Your Business

When it comes to running a small business, your greatest asset is your time. If you're feeling like there's never enough hours in the day to get things done, maybe it's time to see what's really eating up your focus and energy.


One of my favorite hacks is the use of templates. Creating and leveraging reusable assets (aka templates) can eliminate redundancies in your business, saving you precious time and contributing to brand consistency and professionalism; ultimately boosting your business and attracting more clients. Here are three reasons why templatizing your business is a game-changer:


a carousel of template social media posts

1. Maximize Efficiency

Having templates is a sure-fire way to save you time. Consider the use of Canva templates for social media, for example. By creating (or hiring a graphic designer to create!) Canva templates, you can just "plug-and-play" when it comes to getting your beautiful ideas and knowledge out to your audience.


Having ready-made templates eliminates the need to reinvent the wheel every time it comes to creating content.


Not only does it conserve your valuable time, but it also guarantees uniformity across all your deliverables. By utilizing templates decked out in your brand assets, (colors, logos, and fonts) you ensure a consistent and professional presentation across every touchpoint with clients and prospects. They'll appreciate the professionalism and attention to detail, which contributes to having a brand people trust.


business intake form sample

2. Scale with Ease

Scaling your business shouldn't mean sacrificing quality or spending hours on admin tasks. Take, for instance, the use of standardized forms (like intake forms). By templatizing your intake process, you streamline client onboarding, ensuring that vital information is captured efficiently without unnecessary back-and-forth. This not only contributes to the professionalism of your operation, but also frees up valuable time and resources that can be redirected toward nurturing client relationships or pursuing new opportunities. Standardized forms also minimize the risk of errors or oversights, leading to smoother transactions and a more positive overall experience for both you and your clients.


presentation deck template example

3. Personal Growth

You may be thinking that templatization could stifle your creativity, but when you have the basics covered, it frees up mental capacity and time to allow you to focus more energy on innovation and value-adding activities.


By freeing yourself from the burden of repetitive tasks, templatization empowers you to explore new avenues, develop new offerings, and stay ahead of the competition.


Ready to start implementing templates in your business?

Here are some additional templatizing projects to consider:


  • Email Templates: Standardized email templates can streamline communication with clients, leads, or team members. Whether it's for initial outreach, follow-ups, or project updates, having pre-written templates can save time and ensure consistency in your messaging. (Just make sure you read them before sending to make sure your canned language is still relevant!)

  • Proposal Templates: Creating proposals for clients can be time-consuming, but using templatized proposal formats can make the process much smoother. Preparing a template with sections for project scope, deliverables, timeline, and pricing can help you quickly customize proposals for different clients while maintaining a professional look. (And it's been my experience that sending a proposal faster, while the client is still excited and thinking about the project, can help you close more deals!)

  • Tailored Business Resources (e.g. Training & Onboarding, Sales Presentations and Prospect Engagement): When bringing new employees or clients onboard, having templatized materials can ensure that everyone receives consistent information and guidance. This could include training manuals, onboarding checklists, or presentation templates for orientation sessions.

  • Invoice and Billing Templates: Simplify your billing process by using template invoice formats. Whether you use accounting software or create your own templates in Word or Excel, having a standardized format for invoices can help you get paid faster and keep track of financial transactions more efficiently.


The key here is to identify repetitive tasks or processes in your business and create templates that can streamline those activities, saving time and improving consistency and efficiency. It's all about working smarter, not harder, and giving your business the boost it deserves. So, whether it's branding your social media with Canva or simplifying with forms, templatizing your business is the way forward when it comes to growing your business.


If you need help with identifying template opportunities or creating some for your business, schedule your (absolutely free and zero commitment) Idea to Execution Consult using the form below!

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