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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

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
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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

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.

Filing 100
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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

" That is what I heard from her as we were talking on the phone.    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.  Record Your Phone Calls Like A Pro. " Stephanie you are such a geek."   OK! 

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Answering Reader Mail: Creating a Good Relationship with Other Assistants

Musings of a High-Level Executive Assistant

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. Just be a good person and be you.

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