Purpose
Defines how Passionate Vacations should manage reusable forms, templates, and checklists.
Current Standard
Forms, templates, and checklists should be treated as reusable business assets. They should be clearly named, reviewed for brand consistency, connected to the correct manual entry, and added to the Asset Index when finalized.
Procedure / Steps
Nothing recorded yet.
Key Decisions
Reusable documents should not remain scattered across chats, downloads, Google Drive, GHL, or temporary folders. Each important form, template, or checklist should connect to a process, policy, or client experience standard inside PV HQ.
Related Assets
- • Client forms
- • reservation forms
- • credit card authorization form
- • policy documents
- • checklists
Related SOPs
- • Document Review SOP
- • Final File Storage SOP
- • Asset Index Process
Related Forms / Templates / Checklists
- • Asset Index Template
- • Document Review Checklist
- • Final File Checklist
Related Prompts
- • Form cleanup prompt
- • template creation prompt
- • checklist creation prompt
Tags
formstemplateschecklistsdocumentsasset-indexoperations
Notes
This entry keeps reusable business assets organized and searchable.