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Templates

8 Phone Tree Templates for Various Business Scenarios (Free Download)

By Marianne De Guzman March 31, 2025 | Free Resources, Office Technology, Templates

VoIP telephone for small business.

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…

How To Write a Collection Letter [+Templates]

By Matthew Avila March 25, 2025 | Accounting, Free Resources, Templates

Payment Overdue and pencil

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

By Bianca Caballero March 24, 2025 | Free Resources, Sales, Templates

hand typing in laptop

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

By Robie Ann Ferrer March 18, 2025 | Free Resources, Human Resources, Templates

time off request form

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

By Audrey Rawnie Rico March 7, 2025 | Free Resources, Real Estate, Templates

Showing real estate email marketing templates on a laptop screen.

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

By Robie Ann Ferrer February 25, 2025 | Free Resources, Human Resources, Templates

Showing a colored pay stub template.

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)

By Robie Ann Ferrer February 20, 2025 | Free Resources, Human Resources, Templates

An expense report with a calculator, pen and reading glasses.

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]

By Jennifer Soper February 12, 2025 | Free Resources, Human Resources, Templates

Employee working on HR compliance.

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…

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