Skip Tracer Templates

Skip Tracer Templates

There is a huge number of templates that someone in the Skip Tracer role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Skip Tracer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Case Summary Report
2. Asset Search Spreadsheet
3. Phone Records Template
4. Address Verification Form
5. Employment History Spreadsheet
6. Social Media Investigation Template
7. Bank Account Search Spreadsheet
8. Criminal Records Report
9. Surveillance Log Template
10. Skip Tracing Checklist

Reports

Reports are often prepared by a Skip Tracer to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Skip Trace Report
2. Delinquent Accounts Report
3. Asset Location Report
4. Phone Number Search Report
5. Address Verification Report
6. Employment Verification Report
7. Bank Account Search Report
8. Criminal Records Report
9. Social Media Search Report
10. Court Records Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Skip Tracer does and how they do it.

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Presentations

Skip Tracer presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Performance Report
2. Case Summary Presentation
3. Client Update Presentation
4. Investigative Techniques Training
5. Skip Tracing Best Practices

Legal Docs

There are several key times when a Skip Tracer needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Affidavit of Service
2. Subpoena
3. Search Warrant
4. Release of Information Authorization
5. Notice of Default

Health & Safety Templates

Health & Safety templates for a Skip Tracer ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Equipment Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

Setting up Skip Tracer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Investigation Calendar
2. Court Hearing Calendar
3. Client Meeting Calendar
4. Deadline Calendar
5. Task Management Calendar

Invoice Templates

Several types of Skip Tracer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client Investigation Invoice
2. Asset Location Invoice
3. Background Check Invoice
4. Legal Research Invoice
5. Surveillance Services Invoice

Survey Templates

For a Skip Tracer to get insights related to the work they do, they need to send out Skip Tracer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Lead Generation Survey
3. Data Accuracy Survey
4. Client Feedback Survey
5. Competitive Analysis Survey

Meeting Agendas

Having premade Skip Tracer meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Case Review Meeting
3. Training and Development Meeting
4. Client Update Meeting
5. Strategy Planning Meeting

Budget Templates

To manage finances well, a Skip Tracer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Debt Repayment Template
4. Savings Goal Template
5. Financial Summary Template

Dashboards

Dashboards are a useful way for a Skip Tracer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Case Overview Dashboard
2. Contact Information Dashboard
3. Financial Records Dashboard
4. Location Tracking Dashboard
5. Case Progress Dashboard

Proposal Templates

For bidding or requesting work, a Skip Tracer needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Skip Tracing Proposal
2. Background Check Proposal
3. Asset Search Proposal
4. Locating Missing Persons Proposal
5. Surveillance Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Skip Tracer templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.