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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

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
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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

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

Stephanie LH Calahan

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. My scanner serves all these purposes -- scan a document in and you can then e-fax it over the internet, print out a copy, edit it directly through OCR software, save it as a PDF and toss the paper.

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12 Business Productivity Tools They Can Not Live Without.

Stephanie LH Calahan

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. family of sites · 8 Shoreline, Suite 100, Bloomington IL 61704 TEL 309.663.1360 · FAX 309.422.7665

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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