2014, Document 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. Be sure to include this form on a separate page so that your client can fax back their credit card details to you.

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. I then use this folder for storing all the documents that I send and receive from my clients. 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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