A phone tree is a structured menu that guides callers to the right person or department through a series of numbered options. It’s a key feature in automated phone systems, allowing businesses to handle incoming calls efficiently based on the caller’s needs. In a 2024 Salesforce study, 61% of customers prefer self-service channels for resolving…
Templates
How To Write a Collection Letter [+Templates]
Key takeaways: A collection letter is a written correspondence informing a client of a lapsed invoice date and reminding them to settle their debt. It is typically sent within 14 days after the missed due date. The process of how to write a collection letter requires having four parts. Basic details: The names and addresses…
7 Referral Email Templates for More Word-of-Mouth Referrals
A good referral can turn a one-off conversation into a lengthy and productive relationship. In fact, referred customers spend 15% to 25% more on their first order than other customers, and they’re three times more likely to refer their friends and family. Here, we help you increase conversions from referral outreach by outlining the best…
Time Off Request Form: What to Include + Free Template
Before you allow your employees to take any kind of leave, have them fill out a time off request form. Your paid time off (PTO) request, or vacation request form, should document the reason and duration of your employees’ time away from work, when the request was made, and who approved it. Using a standardized…
12 Ready-to-Use Real Estate Email Marketing Templates
In real estate marketing, emails are your best friend. Emails are still one of the most trusted ways to introduce yourself to new buyers, sellers, and brokers, follow up on leads, and even request reviews from satisfied clients. Below are 12 ready-to-use real estate email marketing templates whether you’re introducing yourself to new sellers, closing…
Pay Stub Generator
A pay stub is a document that details an employee’s earnings, deductions, and net pay for a specific pay period. While it might seem like a simple document, it’s a powerful tool for record-keeping, compliance, and maintaining transparency with your employees. For an easy way to create one with all the required information, use our…
Free Employee Expense Report Template (+ Policy)
An expense report template makes it easy for your workers to record the details of reimbursable business-related expenses and for you to track those expenses and ensure accurate reimbursement. To help you monitor your employees’ work-related spending effectively, I’ve created a free employee expense report template and expense reimbursement policy you can use and customize…
2025 HR Compliance Calendar [Free Download]
A human resources (HR) compliance calendar ensures that your HR department stays on top of important events, such as tax deadlines, Affordable Care Act (ACA) compliance, quarterly performance reviews, and healthcare deadlines. Our HR compliance calendar can be easily integrated into your Google Calendar or downloaded as a PDF or Excel file, so you won’t…