Google Workspace
Why Google Workspace?
Ever wondered . . . why did Breakaway choose Google, and what does that mean for me? Check out this video for a quick overview.
Gmail
Our two favorite Gmail hacks:
Learn how to create an email signature that is on brand and does some heavy lifting for you
Use Gmail templates to automate repetitive correspondence
Breakawayba vs Breakawayadvising
Learn about the difference between the BreakawayBA.com vs. BreakawayAdvising.com domain names and how to use them.
How to create a PDF
How do I create a PDF in Google Workspace? Whether it's Docs, Sheets, or Slides, it's all the same:
File
Download
PDF
How to Access Breakaway Letterhead
At Breakaway, brand is important. Make sure to use letterhead and appropriate branding when creating documents for external, or internal, use. As a reminder, our "official font" is Open Sans for documents! As a reminder, there are additional templates, videos, and resources on branding topics like this in the Marketing and Advisor Resources sections.
How to Use the Pricing Doc
Wow your clients with a beautiful, branded pricing document that explores multiple tiers of service. Please refer to your cohort education for a more in-depth discussion of tiered pricing and learn how to use the template here.
Client Intake Form
Gathering info from clients can be tough. This client intake form is a great way to get the conversation started during project scoping or onboarding.
