Office Organization Success

NOVEMBER 3, 2014

This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on. Once you’ve printed out the Client Contact sheet, staple it to the inside left cover of your client folder. Click here to activate your Membership.

Filing 100

Filing Staples Email Fax 100

Office Organization Success

FEBRUARY 26, 2010

This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on. Once you’ve printed out the Client Contact sheet, staple it to the inside left cover of your client folder. Digital: Create Client Folders. In your main client folder.

Filing 100

Filing Staples Fax Email 100

Stephanie LH Calahan

MAY 13, 2011

  Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love.  It allows us to easily email branded invoices to our clients, which they can then pay by mail or online. I sit in my car and check my email. It's my biggest space and time saver!

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Credit Card Google Docs Dropbox Filing 100

Musings of a High-Level Executive Assistant

MAY 24, 2013

It’s best not to gossip or form secret alliances. On the outer edges of my desk, I place extra pens, pencils, highlighters, ruler, scissors, tape, tissue, stapler, Post-it notes, staple remover, lotion, hand sanitizer, and an extra phone if possible. Be willing to learn a lot, wear a lot of hats, not complain, and follow their lead.

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