How to increase the efficiency of the work of a freelance consultant?

In the era of digital education, the profession of a consultant, a coach is becoming more and more in demand. In any business, productive time is divided into what directly brings in profit - marketing, advertising, sales, product creation, and partly - the operating activities, which reduces the share of productive time which brings profit. It is the operating tasks that is often put off by small and medium-sized businesses for later, and many coaches and personal effectiveness consultants recommend setting aside one day for a routine so as not to delay documenting relationships with clients and partners. But, as practice shows, on the one hand, paperwork does not always fit within the time allotted for it and almost everyone wants to deal with it as soon as possible, on the other hand, an error in documents can be expensive both in relations with partners, clients, and inspection bodies, therefore, the priority is always the quality of the document. But if you carefully deal with the documents by yourself, then the productive time for sales is proportionally reduced. Of course, you can hire a lawyer or a manager with an understanding of the legal side of the case to prepare the documents, but as a rule, it is expensive, and they also need to be monitored. all the same, the responsibility and costs are borne by the owner of the business, not an employee or outsourcer.

Therefore, many consultants have found tools that allow you to constantly maintain order in documents, draw up them without errors, correctly and not spend a lot of time on it, e.g. https://instaco.com.ua.

Everyone already knows about the importance of documenting customer relations, now let's talk about how to do it right.

The InstaDoc electronic document management system contains a number of templates for document packages for persons and companies providing consulting services.

For example, the Agreement on the provision of consulting services (between residents, for holding a seminar, training) is quite simple and universal for conducting a training, seminar, online school, etc., suitable for both sole proprietorship and legal entities, taken into account the system of taxation of the parties (VAT payer or not, taxation with income tax on a general basis or a simplified system). The package of documents also contains an act, an invoice, an additional agreement and an agreement on termination of the contract, i.e. you can first create and sign an agreement, and later, when the need arises, an act, an invoice, an additional agreement, while in the register of documents the agreement, act, invoice will already be "linked" into one transaction.

If your company provides consulting services to non-residents, then you can use the Invoice-offer (for consulting services, for legal entities, the customer is a non-resident), in particular, this document is convenient for long-term provision of small consultations or for hourly payment of services. Payment for services under this document means their acceptance by the customer and the absence of claims, i.e. additionally, you do not need to draw up an acceptance certificate. This document is also transferred to the bank's foreign exchange control for crediting foreign exchange earnings to the company's account.

If there is less trust between the consultant and the customer, when both or one of the parties are non-residents of Ukraine, or the process of rendering services is lengthy, then you can use the Agreement for the provision of consultancy services template. In this template, the list of services is indicated in the annex to the Agreement.

Those who have used InstaDoc's document constructor are already turning their time for operation activities into the time for new achievements due to faster and better quality paperwork without losing their quality.

To sum up, in order to increase the efficiency of the work of a freelance consultant, it is necessary to:

1. determine what documents need to be drawn up with customers and implement them into the template engine;
2. keep a register of clients in InstaDoc;
3. generate autocomplete documents;
4. sign contracts, acts, invoices in the InstaDoc electronic document management system