Keep key documents at your fingertips

Thursday’s Management Tip for Graphic Designers

I hate dealing with paperwork. Unfortunately, if I want to be paid, it’s a necessary evil. 

When I first started freelancing, I didn’t have an organized system of forms that I kept on hand for immediate retrieval. 

So, when a client would ask for a quote, or request an invoice, I had to go and hunt for the necessary forms and paperwork.

You may think to yourself, “Big deal? ” But, you know, over time, the minutes or hours lost adds up if every time you needed it, you had to go and hunt for the necessary form.

Create a system for all your business forms:

You probably have figured out that I’m a big believer in automating your business as much as possible. Especially those tasks that I really hate doing!

A good idea is to make a list of those forms and documents that you use on a regular basis and make sure that you have them handy in one place. Either in a folder in your drawer or in one place on your computer.

Here’s a list of some key documents you may want to keep on hand:

1. Agreements
2. Contracts
3. Creative briefs
4. Forms
5. Invoices
6. Letters
7. Meeting agendas
8. Pricing
9. Privacy statements
10. Proofs and approvals
11. Proposals
12. Terms and conditions

C O N C L U S I O N :

Keeping these on hand will not only save you time, but will help you get back to clients in a flash!

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