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

Office Organization Success

Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA. Credit Card Authorization Form: you want to get paid, right? Sign Up NOW For Free. ” at [link].

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Choose Your Method of Communication Effectively – Email, Phone, In.

The Office Professionals Place

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? Or have you played the popular “phone tag&# game?

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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. Sending info via email is like sending a postcard via mail. Instead use one of these options: 1. Use a self-destruct website to send sensitive information.

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

In this article I’m going to share with you my top three tips for keeping everything together, so that you can easily access your client information and know exactly where your clients are in your programs. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into.

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

Office Organization Success

Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA. Credit Card Authorization Form: you want to get paid, right? Share and Enjoy:

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The Freedom to Work from Anywhere: Your Virtual Business Tips (Part 4)

Stephanie LH Calahan

Having VAs I can simply fax order forms to. I like having a long battery life and having the full functionality of the Windows Platform on my phone. I have Dropbox on my phone as well so I can easily send documents to my consultants while on the road. Related articles. I used to carry 12 paperbacks on ever trip.

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Batching Work: Your Productivity Super Tool

Jen Lawrence

Do you read professional development articles? Paperwork – If you need to fill out forms and fax them somewhere or process documents and scan them into a digital management system, make a pile and handle all at once on a regular cadence. Reading – Are you a news junkie? Do you read for your job?