Our document templates
Starting your own business as an independent secretary means having a strategy, contacts with future clients and documents.
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 anticipate, we have compiled sample documents 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.
€49 incl. VAT
The 20 document models
To prospect and find customers
- Email prospecting template
- Telephone prospecting template
- Pitch template
- Answers to objections
- Prospecting Tracking Template
To discover the creation processes and the main statuses
- Recipe book template
- Purchase Log Template
- Sample Declaration of No Conviction
- GDPR processing register template
To determine its benefits
- Market research template
- SWOT Model
- Questionnaire templates
To assess the profitability of your business
- 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
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