Remove Document Remove Email Remove Purchasing Remove UPS
article thumbnail

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

Success

The agent pays to put them up in a luxury condo overnight, covers the change fees on their flights, and sells them a home the next day. Transactional milestones are any events that move the customer through the purchasing experience. I do more than 700 phone calls, not emails, to clients on their birthdays each year.

Email 272
article thumbnail

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
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to Start a Nonprofit Organization In 5 Simple Steps

Success

Once the basic information is completed, you will receive a PDF with the new EIN—a document that should be stored in a safe place but kept handy because the entity’s EIN will be used on many documents going forward. The general public is entitled to see these documents,” says Snow.

Filing 162
article thumbnail

4 Tips For Keeping Important Documents Safe

Practically Perfect PA

We all have important documents that we need to keep safe. Whether it is for personal or business use, there are always some papers, invoices and key documents we just can’t afford to lose. It seems obvious, but whether you are storing your documents offline or online, you need to keep them in one place.

article thumbnail

The Tools I Use to Run My Business

LEADERASSISTANT.COM

Through several years of trial and error and plenty of ups and downs, the business has grown from a bare-bones website, to a thriving community, an extensive resource hub, and a profitable business. It allows me to automate email sequences, tag readers based on what topics they’re interested in, and much more. The best part?

Email 86
article thumbnail

Cloudy with a Chance of Files: Unlocking the Potential of Cloud-Based File Storage

Tips From T. Marie

Picture this: you’re searching for that important document amidst a sea of random files named “Untitled” or “Final_Final_Final_Version.” Its ability to sync across multiple devices ensures that you’re always up to date, no matter where you are. Sharing: Let the Files Fly! It’s a win-win!

Filing 164
article thumbnail

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