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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.

Filing 100
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Looking for Great Deals For Your Office?

Professional Assistant Blog

Do you feel that you could find better buys, not just by going to the different stores such as Staples or Grand & Toy , but online as well? There are some companies that, unfortunately, don’t allow for purchases such as stationary , fax machines , toner , etc.

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article thumbnail

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.

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

Stephanie LH Calahan

  Just because a task management system works for your co-worker or spouse does not mean it will work for you. IDEA #2 -- Identify a system that lets you think through your tasks in your way.  I suggest that you start trying this system by using only one color.    ENHANCING THE CARD SYSTEM Use Color.

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12 Business Productivity Tools They Can Not Live Without.

Stephanie LH Calahan

Rather than a To Do pile, this is a special kind of parking system for action-oriented papers, serving as a reminder system to tickle your brain while giving you confidence that you won't forget about worrisome, detailed or important issues requiring action. My favorite is: The iPhone although any smart phone will do.

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