2014, Document, Email and Fax - Administrative Professionals Pulse

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2014

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

NOVEMBER 24, 2014

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. And I *highly recommend* that you tell your client to fax or mail this form to you, and not email it.

Credit Card

Credit Card Fax Forms 2014

3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

NOVEMBER 3, 2014

Creating a Client Contact Sheet which contains your client’s name, address, email, phone, fax and any other contact information that you want to keep a record of is a useful template to have. A couple of places where you’ll want to create individual clients folders are: In your email program. c) 2014 Tracey Lawton.

Filing

Filing Staples Email Fax

How to Create the “VIP Experience” for Your Clients with a Welcome Packet

3 Easy Tips for Keeping Your Client Information Organized

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