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Re-Visited: The Intro Packet

Tips From T. Marie

In case you haven’t read my original post, an intro packet is a collection of items regarding your business that can be pulled together to give people a more complete picture of you and your business. It consists of: Business Profile. Business Policies (if applicable). A Dropbox Paper document.

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52 Templates and Tools for Every Successful EA

Worxbee

Your processes, standard operating procedures and policies should be clearly documented and accessible to those who need to use them. One tip when saving your documents to wherever they’re being stored is to use some kind of common naming convention for your folders and documents. Process management tools. Email templates and tools.