1. Locate the template, whether it's a master template or the contract you sent your most recent new client
2. Update the template with the information for the new client
3. Save it somewhere
4. Convert to PDF
5. If you notice a mistake, start over and repeat
6. Go into your email
7. Draft the email and attach the contract
8. Wait for the client to sign while it gets buried in their email. Follow up a few times.
9. Once you receive the signed version, try to remember to save it somewhere but maybe just leave it in your email
This method took 9 steps -- NINE! And that doesn't include the steps the client has to take. Ain't nobody got time for that! A myriad of problems can arise from this method -- mistakes in the contract; keeping track of which step you are on in the process; remembering to store the contract (where did I store contract X?). Then the client has to download it, print it, sign it, scan in, and attach it to an email to send back. This applies to all documents requiring a signature. Whew! That's a lot of work, not to mention the time spent. A simple task shouldn't take 9+ steps to complete. What is a better solution? Electronic signature software like Docusign, Hellosign, and Adobe Pro, just to name a few. The software lets you create a master template that stays the master, and it only takes a few clicks to customize. It's the same process every time. This software also makes it easy to track.
Docusign has an overview section where you see the number of documents you need to sign, the number you're waiting on others to sign, which ones are expiring soon, and which are completed. And all contracts are stored in one place.The client just clicks a link to sign - no need to download/print/scan, etc. Docusign is legally accepted - realtors and mortgage brokers use it. Docusign can also accept payments with the signed agreements.
With Tech Tools like Docusign, you no longer need to recreate the wheel with each new client. You don't need to remember what parts of the contract need to be changed. You don't need to track where each contract is in the process. You don't need to remember where to store it. Clients get started faster. It eliminates a 9+ step task. It's easy to delegate to a VA (ahem, Freedom Maker). It produces reports. And it reduces email. And you know how much we at Freedom Makers like to reduce email. :) Tech Tools: Electronic Signature Software