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Topic 03

Templates & checklists

Run-in-ten-minutes checklists. Not “legal contract packs.” Adapt them to your process.

Use these as productivity aids. Have a professional review any agreement that matters.

Checklist

Proposal → approval checklist (no jargon)

Before you send. Before you start.

5 min
Email

Async handoff: email templates for document requests

Clear asks that get clear replies.

6 min
Routine

Month-end paperwork routine for small agencies

A Friday ritual that keeps archives clean.

7 min