How to Use Templates to Streamline Your Business – Sharyn Sheldon

Best of all, everything is editable and rebrandable.

So you can learn from it yourself if you want to power-up your own template skills.

AND, you can use the same materials to help your audience (under your own name)!

That’s because when you purchase a license to our customizable (PLR) courses, you get the rights to:

• Edit the content any way you want
• Put your name and brand on, and
• Repurpose it into whatever media you want

Then use your new course to…

• Attract a flood of leads for your other products and services
• Expand your reputation as an expert with online courses, webinars, workshops, videos, and more
• Provide resources for your clients to help them get results (and win their lasting devotion)
• Create a nice new income stream with a paid program (it can even run on autopilot)

You’ll be helping your audience save time and boost efficiency, consistency, productivity, and quality – ultimately resulting in increased revenue and business growth.

At the same time…. you’ll be adding a major asset to your own business (a course!) that will take it to a whole new level too!

Here’s what you’ll teach in ‘How to Use Templates to Streamline Your Business‘…

How to Use Templates to Streamline Your Business is designed to be delivered in whatever format makes the most sense for YOUR audience. For example, you can deliver it as any or all of the following:

• 2-day in-person, hands-on workshop (or VIP retreat)
• Online course with both text and a series of 20 or more bite-sized videos. (We give you the slides so you can record your videos quickly.)
• Webinar series with 4 or more live, interactive sessions (plus handouts)
• Self-study eBook with Action Guide (add a coaching upsell to increase value)
• Dripped email course with attached worksheets (add links to your other programs!)

How you use the content is entirely up to you and what you need for your audience and your business. But no matter how you decide to teach the course, here’s what you’ll cover:

Introduction

You’ll start out with an overview of the course and what your students will learn, so that everyone is excited to jump in and get going.

Module 1 – Where to Use Templates in Your Business

Templates are far wider in scope than most people think, and they can benefit your business in a variety of ways.

In this first module, you’ll show your students the usefulness and broad application of templates beyond administrative duties. With that knowledge, they will conduct an in-depth review of their business processes and tasks, identifying and prioritizing the areas of their business that might benefit from templates, so they know where to focus their time and energy.

• Lesson 1: Where to Use Business Templates – In Lesson 1, you’ll help your students recognize the broad application of templates and their potential to increase efficiency, productivity, and quality in their business.
• Lesson 2: Review Your Business Processes and Tasks – In Lesson 2, you’ll show your students how to conduct an in-depth review of their business processes and tasks, identifying areas that will benefit from templates, so they know where to focus their time and energy.

Module 2 – Types of Templates (And When to Use Them)

Now that your students have identified repetitive tasks and repeatable processes in the different areas of their business, it’s time to get specific.

In Module 2, you’ll have your students delve into some of the most commonly used templates and determine which ones they need based on the different areas of their business.

• Lesson 1: Business Planning Templates – In Lesson 1, you’ll show your students how to identify the long-term planning templates their business needs to transform this overwhelming task into something more manageable.
• Lesson 2: Internal Operations Templates – In Lesson 2, you’ll demonstrate how your students can pinpoint the internal operations templates their business needs, allowing them to reduce time spent on repetitive tasks and increase productivity.
• Lesson 3: Communications Templates – In Lesson 3, you’ll walk your students through how to determine the communications templates their business needs that will help them standardize their communications, reduce stress, prevent inappropriate responses, save time, and increase productivity.
• Lesson 4: Marketing and Advertising Templates – In Lesson 4, you’ll help your students decide on marketing and advertising templates that allow them to establish brand consistency while maintaining creativity.

Module 3 – Create Your Templates

Now that your students have identified the specific templates their business needs, it’s time to bring them to life.

In Module 3, you’ll discuss how your students can decide which of their templates will be outsourced to designers, created in-house, or generated within apps. They’ll learn where they can tap into template creation tools and online resources that will help them produce cost-effective templates. Finally, they’ll find out where to hire designers if they need to, and they’ll create an action plan to complete their templates in order of priority.

• Lesson 1: Common Qualities of Effective Templates – In Lesson 1, you’ll help your students recognize the qualities of an effective template and apply this knowledge to their own template creation.
• Lesson 2: Buy, Create from Scratch, or Generate within Apps? – In Lesson 2, you’ll show your students how to evaluate which templates should be outsourced, created in-house, or generated within apps, maintaining a high level of professionalism and brand consistency across all templates.
• Lesson 3: Template Creation Tools & Resources – In Lesson 3, you’ll show your students how to establish a working knowledge of template creation tools and online resources to produce an action plan for cost-effective template production.

Module 4 – Start Using Templates in Your Business

Your students can now start reaping the benefits of templates immediately! Templates are ineffective if not shared or used consistently.

In Module 4, you’ll walk your students through how to integrate templates into their daily business. This includes how to make their templates easily accessible, collaboration tips, communicating instructions for use, and developing training, if necessary.

• Lesson 1: Where to Store Your Templates – In Lesson 1, you’ll help your students integrate their templates into daily business, both for their own and their team’s use, so they can start reaping the benefits of templates immediately.
• Lesson 2: Train Your Team – In Lesson 2, you’ll show your students how to conduct a template training session for team members that ensures their templates are used consistently and correctly – saving time, reducing errors, and implementing guidelines.

Module 5 – Evaluate the Effectiveness of Your Templates

An important part of the template creation process is evaluating the effectiveness of your templates.

In the final module, you’ll demonstrate how your students can evaluate template effectiveness and adapt them to maximize their impact, freeing up more time to focus on income-generating activities and business growth.

You’ll also review the course and have your students plan their next action steps, so they can achieve the goals they set for this course.