Complete practical guide

The business-document book about thirty-one businesses that changed nothing

37 chapters and 68 printable worksheets on selling policies, forms, contracts and procedures - why a template issued unchanged is worse than no document at all, and why twelve documents outsold thirty-four.

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What this guide is

Tam sold a pack of thirty-four documents for small service businesses: a handbook, contracts, forms, registers, procedures. About ninety hours. It looked like something a proper firm would give you, and that was most of why it sold. In month nine a buyer forwarded a message. They had been in a dispute with a former employee, and the employee's representative had quoted back a paragraph from the staff handbook the business had issued - setting out a review procedure with stages, timescales and a right to be accompanied. The business had never operated that procedure. They had never heard of it. They had filled in their name and logo and issued it to eleven people. Tam wrote to forty buyers and asked one careful question: roughly how much did you change? Thirty-one had changed nothing beyond the name, the logo and the address. Several volunteered that they had assumed the documents were already correct - which is exactly what a professional-looking document communicates, and exactly what Tam had worked hard to achieve. The rebuilt pack had twelve documents, every substantive statement marked as a choice or a check, blanks conspicuous enough to embarrass anybody who left them, a cover page that had to be deleted, and a printed review date. Seventy-eight per cent of buyers adapted it. It outsold the pack of thirty-four, at a higher price, with half the support. That is this business: your product is dormant until the worst day, and then it is the operative text - in a relationship between your buyer and somebody who never bought anything at all.

What you get out of it

Specifics, not promises.

  • The adaptation test - a real person, an awkward fictional business, and a count
  • Why marking every statement CHOOSE, CHECK or KEEP is the whole product
  • Why the more authoritative your wording, the less likely it is to be adapted
  • The cover page that cannot be issued, and why a warning never works
  • Why a printed review date is the only prompt that reaches a file on somebody's machine
  • The one question to ask forty buyers, worded so they can admit they changed nothing
  • Why an authority's figure must never appear inside your template
  • The withdrawal notice line no other trade needs, and why it is remembered
  • The adviser licence that is a paragraph, a price, and demand you already have
  • 148 AI prompts - and not one of them writes a clause, deliberately

Ideal for

People writing or selling business-document templates - handbooks, contracts, forms, registers, procedures, proposals, checklists and operational documents - through a marketplace or their own storefront. Particularly three groups: somebody who has never asked their buyers how much they changed before issuing; somebody selling a pack on its document count; and anybody whose documents look so professional that there is visibly nothing to change.

  • Anybody writing or selling policies, contracts, forms, procedures, proposals or checklists
  • Somebody who has never asked their buyers how much they changed before issuing
  • Somebody selling a document pack on its file count
  • Anybody whose documents look so professional that there is visibly nothing to change

What's inside

Format

  • Digital download, delivered instantly after payment
  • Formatted for letter paper — read on screen or print it
  • Yours permanently, re-downloadable from your library any time
  • Licensed for use in your own business

By the end you can

A reader finishes with a customer defined as a situation rather than a document type; a written purpose sentence that rejects every document not serving it; two ceilings set in advance - documents, which protects the annual review cycle, and decisions per document, which protects the buyer's willingness to adapt; a shared skeleton carrying the cover note, review block, numbering, decision list layout and marker conventions; every substantive statement in every document marked CHOOSE, CHECK or KEEP, with alternatives supplied in the file for every CHOOSE and a re-examined KEEP proportion; blanks conspicuous enough to embarrass anybody who leaves them; a one-page cover note that cannot be issued and must be deliberately deleted; a one-page decision list at the front of every document; an adaptation guide asking 'what do you actually do now?' against every descriptive statement and 'if you do not know' against every decision; a printed review date on page one and in the footer of every document, because that is the only prompt that ever reaches a copy on somebody's machine; an adaptation test run by a person who is not the seller, against three deliberately awkward fictional businesses, with a count of what could not be adapted; a measured adaptation rate from forty buyers asked a question worded to give permission; a clause record holding what each clause is for, what happens if it is removed, and where the seller would find out if that area changed; adviser, multi-site and franchise licence tiers with responsibility terms; a withdrawal notice carrying the line that no other trade needs - if you have already issued this to anybody, you may need to tell them too; and stop conditions written as numbers, including stop publishing and keep the catalogue.

A complete working system for writing and selling business-document templates - built on four rules covering the fact that the document is issued to an employee, contractor, client or applicant who never bought anything and cannot question it, the fact that the effect of the words depends on a jurisdiction, sector and circumstances the seller can never see so that correctness is not merely unknown but unknowable, the fact that a template issued without adaptation publishes statements about a business that are not true and is therefore worse than having no document at all, and the fact that a business document goes out of date without changing while looking exactly as authoritative as the day it was written - with revenue per reviewed document as the economic unit, the adaptation rate as the leading indicator, and the adaptation test as the only verification this trade permits.

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