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
article thumbnail

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

Success

The prospect is now a patient and has referred dozens of friends. Then practice four steps of the verbal part of your welcome: Introduce yourself, name-drop a reference or other client, make a statement of impact, and ask a question focused on providing uniqueness and value. Here’s an example: “Hi, I’m Jenny.

Email 279
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 Use ChatGPT: Working With Generative AI

Success

Helping with professional documents: Ideate and write resume drafts , cover letters and other documents. All you need then is an email and password, or you can enroll through your existing Google, Microsoft or Apple accounts. If you use an email address, you’ll promptly receive a verification to get started.

article thumbnail

Why You Need a Work Journal

Eat Your Career

I’m a big fan of documentation, especially in the workplace. But if I had to boil it down, I would say that a work journal is all about R&R—not “rest and relaxation,” but “reference and reflection.”. Reference : A work journal acts as reference for the future. Documentation certainly helps with this!

article thumbnail

Top 5 ChatGPT Alternatives: When to Use Them and Why

Success

Powered by Google’s Gemini and its unique combination of large language model (LLM) and natural language processing (NLP), it generates poems, emails, scripts, computer code and more. Like a personal assistant, it assists team members in creating custom-tailored email responses, catchy slogans, SEO optimized headlines and more.

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

6 Sample Email Templates Recruiters Can Use To Keep Candidates Warm

Recruit CRM

Good email templates help you in providing all the information candidates need to be successful and comfortable during the process and it's vital for a recruiter to be aware of them. Utilizing enlisting email formats makes it simple to stay in touch with candidates — particularly those you're keen — during each phase of the hiring cycle.

Email 94