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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. For most business owners there will be a physical client file that you’ll need to create. Physical: Create a Client Contact Sheet.

Filing 100
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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. For most business owners there will be a physical client file that you’ll need to create. Physical: Create a Client Contact Sheet.

Filing 100
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Skeleton Staff

Laughing all the Way to Work

Some things that are nice to have on hand are a box of staples, various size clamps, extra pens and some highlighters. Organizing the desktop - I also like to have a clear desk with things I need in easy reach such as a stapler, staple remover, tape and some paper clips. Anything to put a smile on your face is good.

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Productive Networking: 22 Ideas to Organize Business Cards for Effective Followup

Stephanie LH Calahan

  But, how do you make sure to organize all of those business cards so that you CAN do the right FOLLOW UP? The most effective networkers have a system to manage/organize business cards and their contacts.  They are then placed in a reference (Rolodex) file by type of business and not the name.   :-).

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3 Tips for Breaking the Clutter Cycle at Your Desk

Stephanie LH Calahan

Stacks of paperwork are one thing, but when they’re compounded by endless emails, Facebook updates, and text messages, it can become increasingly difficult to focus on the task at hand. A file cabinet can be your most useful accessory. If necessary, organize over your lunch break. That said, some people won’t give up their mess.

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Answering Reader Mail: 1000 Emails Project

Musings of a High-Level Executive Assistant

My boss hired me to help them get organized. So the task at hand is tackling the unread emails and sorting them as follow up, projects, inquiries, factory orders, catalog etc. They want to print them out and organized that way, but there are over a thousand emails. Certainly is helping me during my current job.

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

Stephanie LH Calahan

            Dawn McCloskey Ultra Organized, LLC. OneNote: My Filing Cabinet In The Clouds. Microsoft's OneNote is my go-to organizing tool for anything that I do online.I create notebooks and files just like I would with paper, but now it is all organized on my computer.