Design & Develop
Custom Templates

For when you need to take the frustration out
of formatting, streamline your processes, and
be consistent with every document you produce.

needs a
little DIY…

One of the things I love about my job is helping businesses just like yours create documents that look like they came from a design studio but you did it in-house, by yourself.

Templates are the not-so-secret weapon to make that happen.

Whether you are producing fifty-page reports, need a business card for a new employee or social media graphics for the week, templates can be one of your most reliable business tools.

Tools that will help you to be consistent, be on brand and save you time as they do a bunch of repetitive but necessary tasks for you. Who doesn’t want that?

for over
20 years.

Software is key.

All templates are created in a Windows 10 environment, and can be developed for any of the applications listed below:

  • Microsoft Word
  • Microsoft PowerPoint
  • Google Docs
  • Google Slides
Adobe Creative Cloud
  • PDF
  • Illustrator
  • InDesign
  • Photoshop

If you know what you need but not sure which program to use, then contact me to have a chat about your options.

Templates come in all shapes and sizes.

Like everything else, template requirements vary depending on the business. After all, you don’t need tools for tasks that you don’t do. I’ve created templates for purposes such as:

  • Stationery (letterhead, memos, agenda etc)
  • Multi-page report or proposal
  • Course workbooks or worksheet
  • Collateral (agenda, minutes, etc)
  • Social media graphics or banners
  • Xero invoice/estimate
  • Presentations
  • Newsletters
  • Menus
  • Evite images or banners
  • Business cards
  • Email signature

Can’t see what you need? Contact me to chat about your requirements to see if I can help.

Past Projects

Take a look at some of templates I’ve designed and created for businesses just like yours. Click any image to find out more about that project.

The five steps
we’ll follow
for your project.

STEP ONE: Briefing

You start the process off by letting me know what you need. Send me an email or complete the contact form to give me an overview of the job.

I’ll be in touch within one business day with some questions to make sure that I understand your specific project and have the skill set you need.

STEP TWO: Estimation

You’ll receive an estimate detailing the cost, work to be done, resources required (eg copy, photos etc), and time range for each stage of the project.

Once the job goes ahead, this becomes our project plan so be sure to ask any questions and let’s discuss any concerns after you review the estimate.

STEP THREE: Clarification

You’ve given the green light to proceed and we’ll now get into the nitty gritty of your project. I’ll request files, copy, technical specifications – whatever we agreed on in Step Two that is necessary to getting the job done.

You’ll also receive the final project plan. All the deadlines (yours and mine) will now have a date and time so you know exactly what to expect and when it will arrive.

Note: your job will only be added into my workflow once the estimate is approved and any required deposit has been paid.

STEP FOUR: Design & Development

Now your job hits my work schedule running, and the fun begins! I’ll weave your branding elements and user requirements in with the software functionality, and your new templates will take shape.

Everyone loves a makeover and big reveal at the end, right? So there is nothing for you do for this step but look forward to that first proof hitting your inbox. Leave everything with me as I design and develop your templates documents as per the agreed project plan.

STEP FIVE: Revisions & Testing

The review process is split into two stages so you can focus first on design, then on how the templates work.

Stage 1 is all about the design. You’ll receive PDF proofs of the designs for your feedback and review. Stage 2 is all about testing your brand new templates. This is critical so you’ll receive the templates now, ready for you to put them through their paces.

Video or written instructions come in Stage 2 as well, so you’ll have everything you need to start using your templates.