Episode 37. Templates And Checklists…Oh My!

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How are business owners so productive? All owners become productive because they have a system and processes in place to get things done, and Templates and Checklists are at the foundation!

Benefits of having Templates & Checklists:

  1. Work faster
  2. Produce more
  3. Have higher quality (fewer mistakes)
  4. Easily outsource
  5. Grow and scale your business

Templates & Checklists I use daily:

  1. Email communications, contract, and proposals 
  2. Checklists 
  3. Keep on track with tasks for new clients
  4. Status updates with daily life and business (my podcast team & contractors)


Here are some links of sites which provide these services:

Trello Templates b.link/bco-trellotemplates
Trello Course b.link/bco-trellocourse

And I also have a list of templates at:

www.processforprofit.co/resources for my exact business management templates!!

If you are ready to work ON your business instead of IN your business (and stop letting things fall through the cracks) 
Thanks for Listening!


Have questions?

Email us at hello@processforprofit.co or Visit our Helpdesk and submit a support ticket


“ You need to have these tools in place to keep yourself organized and streamlined. ”

-Brittany Dixon

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