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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Be sure to include this form on a separate page so that your client can fax back their credit card details to you.

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Job descriptions for Personal Assistants – Merited or inherited?

Practically Perfect PA

Once upon a time you spotted or were presented with a Job Spec which caught your attention. The lady to the left of me had inherited a 12 page job spec which had not been updated in 10 years whereas the lady to the right had a 6 page document. Interpret administrative and operating policies and procedures.

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Are you Ga Ga For Google?

The Office Professionals Place

Now Google can help you do things like…… Google Docs – Create and share your online documents, presentations and spreadsheets Google Voice - Don’t have time to listen to voicemails? Need a speaker/presenter? Look into purchasing an all-in-one fax, printer, and copier. Contact Ms.

Google 100
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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Be sure to include this form on a separate page so that your client can fax back their credit card details to you.

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Tax Tip for the Office Professional

The Office Professionals Place

This is the time of year that most people stress over because we are waiting for documents like W2’s, mortgage statements, 1099’s, and other information in order to file taxes. Need a speaker/presenter? Look into purchasing an all-in-one fax, printer, and copier. Contact Ms. Worklife Line Chat Every Monday at 7 p.m

Filing 100
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Miscommunication, Misfiled, and Misplaced = Misrepresentation

The Office Professionals Place

How many times do you search through those piles in an attempt to look for a document that isn’t there? Schedule time in the day to file documents or keep a pile of “frequently referred to&# files on your desk for easy access. • Paper Documents Use the color coded system for filing (ie. Contact Ms.

Filing 100
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Working by the 80 – 20 Principle

The Office Professionals Place

Look at it this way, if there is a document that needs to be proofread and we don’t find the mistakes, that document is going to make a huge impact. Receivers of the document may get the wrong interpretation or the wrong impression. Need a speaker/presenter? So the 20% is very important. Contact Ms.

Filing 100