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. Once you’ve printed out the Client Contact sheet, staple it to the inside left cover of your client folder.

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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. Once you’ve printed out the Client Contact sheet, staple it to the inside left cover of your client folder.

Filing 100

Filing Staples Fax Email 100

Stephanie LH Calahan

MAY 13, 2011

It allows us to easily email branded invoices to our clients, which they can then pay by mail or online. By recording payments as we receive them, we can just as easily monitor overdue payments and send email reminders. I sit in my car and check my email. We can also generate reports to track our income. You won't regret it.

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Stephanie LH Calahan

FEBRUARY 11, 2011

We use it to track the paperwork for my special needs daughter, articles, books, websites, etc. You can find it here: Amazon, Staples and other office supply stores Thanks to Julie Bestry of Best Results Organizing 6. It is the easiest way for me to capture data, url's, emails, images, etc. And it's a PHONE!

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Stephanie LH Calahan

NOVEMBER 30, 2009

  I carry a Note Jotter by Staples in my purse and love it.  PS -- If you've enjoyed this post and want to see more, why not subscribe to our daily emails ( Feedblitz ) or through the RSS Feed ( click here )?    Click to get posts as we publish Prefer less email? To your success!

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