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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. For most business owners there will be a physical client file that you’ll need to create. In your main client folder.

Filing 100
article thumbnail

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. For most business owners there will be a physical client file that you’ll need to create. In your main client folder.

Filing 100
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Answering Reader Mail: Creating a Good Relationship with Other Assistants

Musings of a High-Level Executive Assistant

So just wanted to say hello to all my international readers too! :) This is her question: “ I am located internationally and I've been reading your articles. It’s best not to gossip or form secret alliances. Today’s reader question comes from a young woman who does not live in the USA. Just be a good person and be you.

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Productive Networking: 22 Ideas to Organize Business Cards for Effective Followup

Stephanie LH Calahan

Collecting business cards or other forms of contact information is only the first step in networking.  They are then placed in a reference (Rolodex) file by type of business and not the name. I File Them (Then I Forget Them). I file them away, and rarely look at them again. From Clutter To Actionable Information.