Our independent secretary document templates
Starting your own business as an independent secretary means having a strategy, contacts with future clients and document templates.
When your first potential client asks you for a quote… they will want to have your answer quickly!
To avoid stress and to help you plan ahead, we have compiled standard document templates and tip sheets to help you write your own documents faster.
These supports will allow you to guide your thinking and have detailed supports to be validated by your advisors: management center, lawyers, accountants, etc.
79 € incl. VAT
20 independent secretary document templates and 28 practical sheets
To create your communication tools
Document templates
- Logo templates
- Flyer templates
Practical sheets
- Psychology of colors
- Serif and Sans Serif Fonts
- QR Code (creation and advice)
- Points on the legal notices of websites
- Terms used on the Internet
- Website editor comparisons
- Create and use Google My Business
- Create and use Instagram
- Create and use Facebook
- Mastering and using Canva
To determine its benefits
Document templates
- Market research template
- SWOT Model
- Questionnaire templates
Practical sheets
- Tools for creating and distributing questionnaires
- 8 Tips for Designing an Effective Questionnaire
- List of possible services
To assess the profitability of your business
Document templates
- Remote services quote template
- On-site services quote template
- Remote services invoice template
- On-site services invoice template
- CGVPS template
- Forecast budget template
- To-Do List and Tracking Template
- Weekly Planner Template
- Weekly Report Template
- Customer Payment Tracking Template
Practical sheets
- Debt recovery procedure
To define your project
Document templates
Practical sheets
- Update on disguised employment and the illegal practice of accounting
- Printer Update
- List of useful software
- Update on intervention areas
To prospect and find customers
Document templates
- Email prospecting template
- Telephone prospecting template
- Pitch template
- Answers to objections
- Prospecting Tracking Template
Practical sheets
- Lists of "Spam Word"
- Sources for creating a customer file
- Email performance indicator
To find out about the creation process and the main statuses:
Document templates
- Recipe book template
- Purchase Log Template
- Sample Declaration of No Conviction
- GDPR processing register template
Practical sheets
- Update on the liberation payment
- Update on micro-enterprises
- Single Window Guide
- Examples of fraudulent mail
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