Form Letters
Putting time in up front pays dividends on the back end. Build boilerplates and form letters before you need them.
Keeping the right letters, and proposal templates on hand will save you time and energy. It will also reduce your stress from not having to go reinvent the wheel when you need a specific document.
Frequent form letters include sales proposals, legal documents like Non Disclosure Agreements, Non Compete agreements, and waivers. It can also include letters like “Thanks for meeting” or new prospect teasers.
Good Practice: Keep a copy of letters in your “Drafts” folder in your E-mail client. That will make them quickly accessible from anywhere, especially if you use a web-based e-mail client, or a Hosted Exchange e-mail solution.
TIP
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FREEBIE!
Here is a FREE tool we use almost every day. This product will allow you to “Print” any document to a PDF file. This is important because PDF files are a standard format almost anyone can view, and only people with very expensive software can edit! Great way to make a more professional impression.
