Books Document Fax Phones 
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.
Tips From T. Marie
JANUARY 29, 2015
Even so, I cut back on the things that I could in order to get a business phone line, a multi-function fax/printer/copier and a couple of business books. Compare that to the programs and books that I paid for and you’d find that when I paid for something I followed through. You don’t value free.
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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. Digital: Create Client Folders.
Professional Assistant Blog
OCTOBER 13, 2008
The more difficult macros are the ones that are programming code related and require knowledge of Visual Basic (you can find some books here) , which unfortunately, I have no training in. O ne of my readers asks: With Word 2007, is it possible to create a “cliff notes&# version of a document using the Styles function or Macros?
Stephanie LH Calahan
NOVEMBER 8, 2013
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. My biz journal is like a living biz plan/brainstorm book.
Office Organization Success
AUGUST 17, 2009
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.
Office Organization Success
FEBRUARY 26, 2010
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. Digital: Create Client Folders.
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