Remove Email Remove Fax Remove Information Remove Project
article thumbnail

Top 5 Tips for Making Email the Cornerstone of Your Business

The Small Business Blog

Although email has lost ground to social media and instant messaging in recent years, it is still one of the quickest ways to get hold of people. Many business people don’t check their social media profiles regularly, whereas any email sent to them will most likely go straight to their smartphone. Why do they still use it?

Email 100
article thumbnail

3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For many solopreneurs a large part of their business is working one-on-one with clients, and that means having a way of keeping all of their client information organized and easy to access. 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.

Filing 100
Insiders

Sign Up for our Newsletter

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

article thumbnail

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

Tips From T. Marie

No matter what type of home business you may be running, storing files and information are part of the package. Remember the days of faxing documents , emailing hefty attachments or carrying USB drives like precious cargo? These days you don’t need clunky file cabinets anymore. Sharing: Let the Files Fly!

Filing 165
article thumbnail

3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For many solopreneurs a large part of their business is working one-on-one with clients, and that means having a way of keeping all of their client information organized and easy to access. 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.

Filing 100
article thumbnail

6 Tools to Help You Manage Large Projects with Local & Virtual.

Stephanie LH Calahan

  The situation: Tweet "Rob" is a project manager that is responsible for a number of projects across the world and he needs to keep track of all of them.    I LOVE basecamp I have used it to coordinate many different projects where team members are all over the place. How will you use Basecamp?

article thumbnail

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. If you can, add an informal picture so your clients get to see the person, not just the business owner.

article thumbnail

What does it take to be a successful office manager?

Page Personnel

Those in an office manager role need to know how to manage processes, procedures, documentation, project management and communications. Office managers may also draft documents, help with payroll, keep an organised office environment and communicate via phone, email and fax (yes, some companies are still using fax machines).