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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 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. In your main client folder.

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. Since I work at home (and because we're full-time RVers, always on the road), I need to be able to fax/copy/convert from anywhere. Find here: steph.bz/EZBackup. Find here: steph.bz/jEB9d4.

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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. You can find it here: [link] Thanks to Natalie Conrad of Organized Habits 4.

Filing 100
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Do You Hate Your To-Do List? Try This Instead - Productive & Organized

Stephanie LH Calahan

  I carry a Note Jotter by Staples in my purse and love it.  family of sites · 8 Shoreline, Suite 100, Bloomington IL 61704 TEL 309.663.1360 · FAX 309.422.7665 .  Make them easy to access.    As you are traveling and you think of things you need or want to do, you take out a card and jot it down. 

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