My goal with every custom order is to fully understand your unique situation, challenges, reporting needs and preferences when it comes to using excel worksheets. I can then work backwards to design a custom template that fits your style and makes it easy and time effective to use it.
I’m happy to look into a specific quote for customizations that fall under these categories:
- Human Resources and Compensation – With a CCP, PHR and 7+ years as a corporate compensation analyst, I look forward to reviewing your HR/compensation situation to get your spreadsheets streamlined.
- Small Business – With my background of having my own handmade, product-based business for several years, I understand the challenges you face with tracking sales, expenses and inventory.
- Rental Property Management – I come from a family of rental property owners and I understand those unique challenges and how to make it easy for you to use spreadsheets.
I have provided custom templates to all these areas over the years, and I am always honored to help others achieve their goals and save time.
You are getting more than just a spreadsheet with a custom order, but also my past experiences of working with many small businesses to streamline their processes, tracking the right data, and a specific analysis into what will work best for your situation. With a customized template, you are getting a comprehensive solution and my hope is that the investment will continue to save you time, long after I have designed your specific template.
How the process works~
*First, let me know what features you would like and any other details about what you are looking to do. If you have a specific example or a halfway completed spreadsheet you’d like me to reference, that would help a lot too, but isn’t necessary.
*Next, I’ll review your request and let you know if there will be additional charges beyond the $98 base price. I won’t start working on the template until we agree on an estimated price range.
*After agreeing on a price range, I will send you samples pictures of the template draft along with explanations on how to use it.
*Once all the features of the spreadsheet are completed, you will receive final pictures and any additional explanations of how to use it.
*Once you are satisfied with the setup, I will send the final listing/invoice, and email it to you after payment is received.
Through this process, there can be a lot of back and forth emails, as I’ll usually have more questions or ideas about how to get the worksheet working best for you.
Note that ALL of my templates:
*Are designed in Microsoft Excel, so you will need Excel on your computer to use these templates.
*They come with protections on the formulas and customized with the name and/or business name of your choice. The formulas are protected so that they don’t get accidentally deleted, which could cause the template to not work as described. If you would like to make changes to formulas, I can send an unprotected version, but I do keep the name/business name cell protected.
*When you buy a custom template, you agree that I may resell the template, or use all or parts of it in a you- tube tutorial.
For customizations to an existing template that is listed here at Time Saving Templates, the base price is $98 with half of the deposit due upfront. This is the minimum price, however after reviewing your specific requests, I will let you know of any additional cost before proceeding to work on the project.
For customizations that involve designing a new spreadsheet from scratch, the base price is $299. Even if it uses an existing template to start with, if there are significant changes and customizations it could fall under this category. If we agree on a custom order at or above $299, a deposit of $98 will be due prior to me completing the project. Final invoice will be due once the spreadsheet is completed.
I do my best to provide an accurate estimate prior to starting a project, however below are some things that will end up adding extra fees on to a quote:
*Is this a rushed order? At any given time, I could have several custom orders to work on. I prioritize based on who asked first and paid deposit first, however if you would like to skip to the front in priority, you can do so with a $98 fee and/or paying the entire custom fee up front.
*Other additional fees – After reviewing your requested changes, I’ll give an estimate or quote for the entire project. When additional features are added that weren’t in the original request, there are likely to be additional fees. Sometimes it’s hard to tell what you’ll want the worksheet to do, until you can work with a specific example. So within the quote, I have included room for:
For customizations to an existing template – there can be 1-2 minor revisions/updates/ changes to the file. With the 3rd + change, there will then be a $50-98 fee per change/update.
For new spreadsheet designs – there can be 3-4 revisions/updates/changes to the spreadsheet. After that there will be a $50-98 fee per change/update.
Other options you might consider:
1.) I can add your template idea to my next product collection. This is a great option if you don’t need the template asap and can wait until my next collection release.
My goal is to release a new product line (10 templates) every 3-4 months, so please send me your ideas & I will try my best to add them in!
You can also sign up for my email list to be notified when the new templates are available:
2.) If you just want a little bit of help getting started there is also DIY Template Design Help.