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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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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

" That is what I heard from her as we were talking on the phone.  Since I work at home (and because we're full-time RVers, always on the road), I need to be able to fax/copy/convert from anywhere. Record Your Phone Calls Like A Pro. Organize by project, and even use custom tags.   OK! 

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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? Pile Tamer My favorite is: the Pendaflex Pile Smart Project Sorter. This allows them to keep it within site, but all projects are kept in an organized file.

Filing 100
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Do You Hate Your To-Do List? Try This Instead - Productive & Organized

Stephanie LH Calahan

  I've tried my phone and outlook, but I find that I don't even look at those lists.  If you have a big project due, break down the steps necessary and write those on each card.   I carry a Note Jotter by Staples in my purse and love it.    At least these papers are in front of me."

Staples 100