This episode the FOIBLES of “save-as”.We highly recommend using a MASTER TEMPLATE for your “content worth repeating” for newsletters, emails, proposals, videos, to help avoid mixed up links, double tracking, embarrassing moments and costly sloppiness:

1. If you use MailChimp, Constant Contact, Get Response or other email marketing and CRM tools, be sure to keep one or more master templates for each use or format with the most current changes. THEN, do a save as a variation from the ORIGINAL template, not the previous issue.

2. If you create proposals, press releases, charts regularly, create templates. CHECK THE META data and properties to avoid mentioning another company, author, rates, dates.

3. In your template make the areas you need to change each time STAND OUT so you can’t miss them. This includes the areas for rates, team members who will work on the project and more.

4. Ask an “outsider” to view your new document before you send – especially if you are hoping for a signature on a contract. One bit of sloppiness can cost you a bundle!

5. Reminder with videos and images – with each “save as” there is a tiny bit of data left behind each time and over time the crispness and clarity will degrade. This is much like the old “ditto” and photocopied forms that all departments continued to make a copy of and then a copy of that copy, etc. Hard to read over time.

6. Be careful when repurposing web content. This is not only for sloppiness but for the search engines to like you. If you include images and links to and from other sites, you may not be happy when they rearrange things and your links no longer work.

7. Some other Geekspeak Guides episodes that pertain to this show include:

• https://www.youtube.com/watch?v=Gc25GsQB2qg• https://www.youtube.com/watch?v=xsRL-dTRxRQ• https://www.youtube.com/watch?v=CjJDAoFLZGY• https://www.youtube.com/watch?v=IbqyRhAW1C8

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