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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. You simply print it out and fill it in each time you take on new client.

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. You simply print it out and fill it in each time you take on new client.

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

Stephanie LH Calahan

It allows us to easily email branded invoices to our clients, which they can then pay by mail or online. By recording payments as we receive them, we can just as easily monitor overdue payments and send email reminders. I sit in my car and check my email. We can also generate reports to track our income. You won't regret it.

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12 Business Productivity Tools They Can Not Live Without.

Stephanie LH Calahan

Power Periods Make For Great Productivity My favorite is: Power Periods Because: Set aside one hour in the morning and one hour in the afternoon for un-distracted, uninterrupted time to knock out a big project. Pile Tamer My favorite is: the Pendaflex Pile Smart Project Sorter. Thanks to Ellen Limes of Organized By L 5.

Filing 100
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Do You Hate Your To-Do List? Try This Instead - Productive & Organized

Stephanie LH Calahan

If you have a big project due, break down the steps necessary and write those on each card.   I carry a Note Jotter by Staples in my purse and love it.  PS -- If you've enjoyed this post and want to see more, why not subscribe to our daily emails ( Feedblitz ) or through the RSS Feed ( click here )? 

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