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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

Creating a Client Contact Sheet which contains your client’s name, address, email, phone, fax and any other contact information that you want to keep a record of is a useful template to have. Once you’ve printed out the Client Contact sheet, staple it to the inside left cover of your client folder. ” at [link].

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

You can find it here: Amazon, Staples and other office supply stores Thanks to Julie Bestry of Best Results Organizing 6. reminders with alarms that go off, my schedule for every day, even dates a year or two from now, pick up and respond to email. It is the easiest way for me to capture data, url's, emails, images, etc.

Filing 100