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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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12 Business Productivity Tools They Can Not Live Without.

Stephanie LH Calahan

Work With Stephanie « Link Lineup: Time Management, Org Tools, Focus Concentration and Top Mobil Phone Apps | Main | Are you Time-challenged Tim or Non-productive Nancy? The most successful business owners and professionals effectively use tools to manage their time, space and information.  Then get in on this giveaway.

Filing 100
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article thumbnail

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

Wordpress is not just a software, but a platform for managing, creating and publishing information on the Internet without having any technical and programming skills. And call me old-fashioned, but I still manage my e-mail in Eudora, which behaves in some ways similarly to TweetDeck. A Self-Hosted Wordpress Blog. It is FREE to use!

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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.   The secret of getting started is breaking your complex, overwhelming tasks into small manageable tasks, and then starting on the first one."   At least these papers are in front of me. . 

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