Three Ways You Can Use Document Templates to Amplify Your Productivity

Pro(ductivity) Tip# 31

First comes thought, then organization of that thought, into ideas and plans, then transformation of those plans into reality.
-Napoleon Hill

If we truly desire to use knowledge to improve our businesses, structuring the information that we acquire is incredibly important. We can capture a world of data but if that information is not in a format we can quickly access, it is as if we didn’t have that information at all. Simple templates allows us to quickly put knowledge into a format that can easily be retrieved.

Templates can be used within any part of the customer development cycle. Whether at the beginning or end of the cycle there is always knowledge generated that can used to create future value.

The value of information is closely tied to its relevance and readiness for rapid implementation. If organizational data is in a state of disarray, the advantage we may have had in its rapid deployment quickly dissipates. Templates helps to ensure data is always in a state readiness.

A template is just a predetermined format that ensures we acquire the right information in the right sequence. Whether tangible or electronic, templates helps us operate in a more efficient and consistent manner. Many customer relationship management systems or CRM’s allow for the customization of data fields. This feature makes it easy to capture and reuse knowledge at every point of customer engagement.

Tips on using templates:

  • Determine what information you need to capture at every stage of the customer relationship cycle
  • Document the template’s data fields
  • Be sure to keep required information fields used in the template limited to absolutely essential data
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