Key to Scaling Series: #3 Elevate Documentation With Templates

This is the third post in Calipso’s Key to Scaling Series where we explore concepts we adhere to when advising our Business Development clients. Today we look at documentation and discuss Templating: what is it, and how does it accelerate company growth?

Templating is the main approach we take to make a company’s business development efforts as scalable as possible. Templates are business development forms, training programs and other tools that remain largely the same from transaction to transaction. Customization is possible with templates, as long as it only occurs according to a predictable and previously approved set of variations. Subway, Uber and H&R Block are very different yet highly-scaled businesses that leverage templated menus and processes to deliver their goods and services in many different markets using many different employees or contractors.

Templating is the main approach we take to make a company’s business development efforts as scalable as possible.

Every business development process from those that support physical security, to wedding planning, to medical surgery is able to be templated and delivered according to a predictable set of variations. At Calipso, we navigate the sometimes complex factors that challenge companies to market, sell and serve customers in a predictable set of ways. Once done, the business development part of a company can be made as scalable as the company’s operational capacity.

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