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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. Physical: Create a Client Contact Sheet. All Clients: Client Tracking Spreadsheet.

Filing 100
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3 Tips for Breaking the Clutter Cycle at Your Desk

Stephanie LH Calahan

Perhaps your favorite college professor worked from amidst towers of books, articles and paperwork, setting an example that you’ve happily followed for years. Stacks of paperwork are one thing, but when they’re compounded by endless emails, Facebook updates, and text messages, it can become increasingly difficult to focus on the task at hand.

Dropbox 100
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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. Physical: Create a Client Contact Sheet. Digital: Create Client Folders. In your main client folder.

Filing 100
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12 Business Productivity Tools They Can Not Live Without.

Stephanie LH Calahan

It houses so much more than a file index. We use it to track the paperwork for my special needs daughter, articles, books, websites, etc. This allows them to keep it within site, but all projects are kept in an organized file. It is the easiest way for me to capture data, url's, emails, images, etc.

Filing 100
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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

OneNote: My Filing Cabinet In The Clouds. create notebooks and files just like I would with paper, but now it is all organized on my computer. It allows us to easily email branded invoices to our clients, which they can then pay by mail or online. Find here: steph.bz/EZBackup. We can also generate reports to track our income.

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How to Use Evernote: 22 Ways

Ian's Messy Desk

See a book you want to read? Idea File – Ideas strike at random times, in the oddest places. Evernote provides a unique email address to send information to your account. Evernote provides a unique email address to send information to your account. Take Pictures – Had a car accident?

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

Stephanie LH Calahan

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. Booking Notebook. Staple the cards into a little notebook, one card per page. Then I only keep the ones I can anticipate connecting with.