Office Organization Success

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

On this form have space for your client to fill in all their details and a place for them to sign so that they can fax this back to you – and include all the details about your program/service that you’ve already discussed. Be sure to include this form on a separate page so that your client can fax back their credit card details to you.

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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. Sending info via email is like sending a postcard via mail. Instead use one of these options: 1. Put your CC info in a Word document, and send to her via a secure file transfer service like Send This File or Dropbox.

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

On this form have space for your client to fill in all their details and a place for them to sign so that they can fax this back to you – and include all the details about your program/service that you’ve already discussed. Be sure to include this form on a separate page so that your client can fax back their credit card details to you.

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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. 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

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

Filing 100
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How A Simple Email Signature Can Get You More Clients

Office Organization Success

My telephone and fax number. Your telephone, fax number, and email address. Whenever you receive an email from me you will ALWAYS see my contact information at the bottom and know exactly how you can get in touch with me. You will see: My name. My company’s name. My email address (with an active hyperlink).

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