Forms

As part of my business set up, I had to create a series of form templates. Here are the current versions of my most commonly used forms.



This is my current booking form. I use this to get basic client details, as well as get a gauge on their current level of Photoshop proficiency and areas they wish to receive tuition in.




The current version of my invoice, showing services provided and payment details. I have listed the fact I am not registered for GST since my GST status is important to certain clients.




This is my quote form. I do not anticipate this form getting much use, as it is primarily intended for clients who require official notice of fees prior to booking in for a tutoring session. This form has been used once for my first job, since this was submitted to a government department for review first.



As is important in any business, knowing what your clients thought of the way the business is run, and the value they got from the services provided is of vital importance. To this end, a form was devised to facilitate useful feedback. This form underwent significant revision after consultation with Julian regarding the types of questions that needed to be asked.

Here is the original feedback form prior to review with Julian. Julian suggested the questions were geared towards always receiving positive answers that would not be particularly beneficial to helping me improve my business. The questions asked in the first draft are too "teacher-centric", focussing entirely on my perfomance as a teacher, and not enough on the feelings of the clients as to the value of the service.




These forms are always under potential review to meet the requirements of my business as it goes on.