Request Templates

Request Templates

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LifeConcierge Tools & Resources

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Navigation and Objectives

What is a Template

When to use a Template

How to Create a Template

How to use an existing Template

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By the end of this Module you will be able to...

Learn how to easily find, create, customize, and utilize template.

Blank Template

Objective

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What is a Request Template?

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A request template is a handy tool we use to organize information like checklists, itineraries, recommendations and more. Whether it’s for a specific service like finding a contractor/cleaning service or suggesting a list of products to planning a summer vacation, templates help streamline the process.

What is a Request Template?

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These templates are PDF documents that we attach to emails or text messages.It's important to know when to use them and when a simpler response will do the trick.

Example of a PDF Template attached to a text response from a LifeConcierge

What is a Request Template?

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There are often times when a request will benefit from putting the information in a template instead of typing it out in a long email or trying to fit it into a text message response.Examples:

• Travel Itineraries: Organize and present travel plans neatly.
• Step-by-Step Guides: Explain processes, like how to submit a U.S. Passport application, including all requirements.

Using templates makes it easier to convey detailed information effectively and professionally.

Why do we use Templates?

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There are often times when a request will benefit from putting the information in a template instead of typing it out in a long email or trying to fit it into a text message response.Examples:

• Travel Itineraries: Organize and present travel plans neatly.
• Step-by-Step Guides: Explain processes, like how to submit a U.S. Passport application, including all requirements.

Using templates makes it easier to convey detailed information effectively and professionally.

What is a Request Template?

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When to use Request Templates

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An essential skill for a LifeConcierge is learning when to use a template and when to craft a personalized response, ensuring the information is easy for the customer to digest and still provides the same high-quality service

When to use a Request Template

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What is the customer asking for?

• How much will insurance cover a Cpap Machine
• How they can get a Cpap Machine

Example 1 of 3

How the LifeConcierge Supported

Let's look at some examples

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• Called their insurance company to inquire about coverages for the Cpap machine and how to get one

Example 2 of 3

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What is the customer asking for?

• Self employed disability options in the state of California

How the LifeConcierge Supported

• Utilized ChatGPT to get a better understanding of disability options in CA
• Reviewed the websites of programs statewide and gathered their details for applying

Let's look at some examples

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Sometimes you can get an idea if you're going to need to use a template when you see keywords in the request such as options, recommendations, etc. These are good indicators that there will be abundant information to organize in a structured format.

Knowledge Check!

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Question 1 of 2

Question 2 of 2

How to Create a Request Template

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In the LC Resource Center folder, you can find a folder of multiple blank templates ready to copy and use for information sharing.

The Form Template Tool is a google form used to generate a new PDF template. Fill out the form, choose how many columns you'd like and submit to create a template.

Option 1: Form Template Tool

Option 2: Official Templates

How to Create a Request Template

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This form can be used to plug in all the information you collected and generate an organized branded PDF Template.

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Option 1: Form Template Tool

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Creating a Template using the Form Request Tool

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Step 4: Delete extra wording including the instructions box and download the final form.

Step 3: Edit the template as needed

Step 2: After submitting, MAKE A COPY and save the file in the correct request template

Step 1: Fill out the form with the information details you'd like to include

GO!

Official Templates are pre-formated and ready to use to organize your information. There are different types to fit your request needs

Option 2: Using Official Templates

How to find the Official Templates Folder

1. Login to Google Drive
2. Search for the LC Resource Center
3. Click on the Official Templates folder
4. Choose your template

Official Request Templates

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Official Templates Folder

Official Request Templates

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How to use an existing template

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Before creating a new template, always check our library of past templates located in the LC Resource Center folder in the google drive.Many times, you’ll find a pre-made template that closely matches the current request.

How to use

Request Templates

Reusing Existing Request Templates

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Scenerio 1

Example Scenerios of When to Reuse Existing Templates

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Scenario: A customer requests a detailed travel itinerary for a family vacation to Hawaii.Template Reuse: Use a pre-existing template for a Hawaii travel itinerary, customizing it with the customer's specific travel dates, accommodation details, and preferred activities. This ensures a comprehensive and polished itinerary without starting from scratch.

Scenerio 1:

Scenerio 2

Scenario: A customer needs instructions on how to apply for a U.S. passport. Template Reuse: Use a pre-existing template that outlines the steps for applying for a U.S. passport, including required documents, application forms, and submission processes. Customize the template with any updates or additional tips specific to the customer's location or unique circumstances.

Scenerio 2:

Final knowledge check!

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Question 1/2

Question 2/2

Request Example

Request type: Customer is asking for recommendations on top rated coffee shops within 2 miles of their home

Coffee Shop Details:

• Coffee 101 - 5 stars/25 reviews
• Open M-F 8AM-5PM
• Menu available here - link
• Grounded Coffee Co - 3.5 stars/66 reviews
• Open 24/7
• Menu available here - link

Complete!

Fill out the form

Step 1

Template Tool Form

Please provide all the required information the form asks for, such as request name, customer info and how many columns you'd need so that it can create the correct template format. You can also enter the details of the recommendations you'd like to include.

Edit the Template

Step 3

During this step, continue organizing the details of the main components whether it's recommendations, services, products, etc. It's also helpful to think "what information would I want to be shared with me if this was my request."

Step 2: Make a copy and save file

Information the LifeConcierge pulled together

Would this information be better suited in a Template or typed out in an email response?

Reveal Answer

• Discovered 5 different programs
• Collected their details:
• What it is:
• Eligibility:
• How to get it:
• Cost:
• Benefits:
• Contact:
• Website:
• Phone:

Explanation: In this case, the LifeConcierge utilized a template to organize the 5 different programs and their details.

Response sent to the customer

Reveal Answer

• Insurance will cover 80% of the total cost after Sam has reached their yearly $250 deductible

• Learned that their current PCP can prescribe the cpap machine
• This customer already has a PCP and did not have to recommend one

Inforamation the LifeConcierge pulled together

Would this information be better suited in a Template or typed out in an email response?

Response sent to the customer

Explanation: In this case, the LifeConcierge only had to communicate the coverage information, therefore not needing a template.

However, if the customer also requested help in finding a new Primary Care Doctor (PCP), and the LifeConcierge provided three options along with their coverage details, a template would need to be utilized to organize this information efficiently.

Finalize and download the form

Step 4

It's important that you read through the template you've created one last time to make any corrections or delete extra words that populated when you first created the template.Once you're finished, you can download and attach the template to your response to the customer!