Request a Custom Template, Checklist or Other Resource for Your Business

Request a Template

You know there’s a more efficient way to run your business, but you don’t have the time to put together a solution for it. Templates and documentation are a fantastic way to do this. And the best part? Once they’re created, that’s it! You never need to worry about recreating the wheel with that process ever again.

My small business resources shop has dozens of templates, checklists, calculators, ebooks, videos, and other content to help get you moving. I’d recommend you start your search there.

If you can’t find what you’re looking for there, I’m happy to build it for you.

Fill out the form below and let me know what you had in mind. It could be as simple as turning an Asana template into one you can use for another project management tool. Or it could be a more complex request for your unique business process.

I’ll get back to you in 48 hours with a quote and next steps.

What is your name?

What is the name of your business?

What industry do you work in?

Briefly explain the problem you're having and how you hope a template (or another resource) will help.

Is there a specific software or tool that you want this template to work in (like Asana, Trello, Gmail, etc.)

If you can, please send a screenshot or video of the process you need help templatizing.

How quickly do you need the template turned around?

It's urgent! As soon as possible, please! I can wait a week or two. There's no rush. You can get it to me in a month.

The custom template creation process includes up to three rounds of revisions. Is that acceptable?

Yes No

I require a 50% deposit for the quoted amount upfront. Is that acceptable?

Yes No

Which email can I use to send you a PayPal invoice?

The remainder of the payment is due upon acceptance of the template. Is that acceptable?

Yes No

Do you have any questions or anything else you want to add?