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5 Ways to Thrill Your Customers (Because a Thank You Email Just Doesn’t Cut It Anymore)

Success

In a study published in Psychological Science , Princeton psychologists Janine Willis and Alexander Todorov reveal that it takes only a tenth of a second to form an impression of someone when you first meet. Transactional milestones are any events that move the customer through the purchasing experience.

Email 279
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It’s time to review (or create) your document retention policy

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.

Policies 105
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How to Start a Nonprofit Organization In 5 Simple Steps

Success

While you may not be sure how your nonprofit is going to solicit donations in the foreseeable future, it’s important to estimate income for the next three years in order to know which form to use when you apply for tax-exempt status. Form 1023 is the application needed to apply for section 501(c)(3) status.

Filing 162
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IRS poised to allow e-filing of Form 941-X

BMT Office Administration

The IRS and the National Taxpayer Advocate have been going at each other hammer and tongs over the mountains of paper forms the agency still processes. Earlier this year, it kicked off a new scanning process for Form 940. It says by next winter’s filing season, you should be able to e-file Forms 941-X and 945-X and amended Form 940.

Forms 52
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5 SOP examples for your business

BMT Office Administration

Implementing and documenting standard operating procedures (SOPs) is a great way to make sure that all staff members are completing their tasks in the correct manner. A standard operating procedure (SOP) is a detailed document with step-by-step instructions on how to properly complete a task. What is an SOP? How to format an SOP.

Payroll 72
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How to Get Started with a CRM

Jen Lawrence

Every software sends you a “Welcome/Getting Started” email. For this, you will want to gather the necessary information, such as client contact information and existing contracts, and other documentation. What about forms or questionnaires? Watch the Onboarding Video. Load in Your Current Jobs/Projects. Go Next Level.

Legal 52
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Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

In short, gone are the days of keeping track of umpteen email threads and Slack chats to stay on top of your team’s progress. Three years later, in 2017, Trello was purchased by Australian software company Atlassian, best known for being the creator of Jira, another project management software. Monday.com docs and forms.