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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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Using a Bring-Forward System

Laughing all the Way to Work

The Bring-Forward System (or sometimes referred to as a BF system) might be an old term for the younger assistant, but the principle is similar to using your Tasks in Outlook: You need to have some sort of system to bring forward items that need to be handled at a future date.

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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. I’m a big believer in creating main/sub folders for managing my filing system – both for paper-based and PC files. (If

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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. ” at [link].

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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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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. I’m a big believer in creating main/sub folders for managing my filing system – both for paper-based and PC files. (If

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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. so they can enter them into my system for me. When I fill out a given article, I go write it in evernote before uploading/submitting it. Management example: maintaining a frequently requested/used links doc in Evernote, and up to date forms and procedures.

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