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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. All Clients: Client Tracking Spreadsheet.

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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. In your main client folder.

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

Stephanie LH Calahan

Collecting business cards or other forms of contact information is only the first step in networking.    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. 

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

Stephanie LH Calahan

  Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love.              Dawn McCloskey Ultra Organized, LLC. OneNote: My Filing Cabinet In The Clouds. Evernote Enables Paperless Organization.

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The pronouns you use can reveal a lot about where your head is

Laughing all the Way to Work

My mind is already planning the next Board meeting and how I will organize my desk and the filing at the new place. I want all my filing to be up to date and my desk to be neat and tidy. Filing - We all have filing to do and when you are leaving it is even more important to get it done. Update your filing list.

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To do or not to-do? Managing with the to-do list

Laughing all the Way to Work

I find it is best to put your to-do list in electronic form and typed in order of top priority. I usually put a subfolder in my project file for the to-do list, or if it is a small project, I staple it to the inside of the folder. I do print out my list occasionally, but I update it electronically on a regular basis.

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Answering Reader Mail: Creating a Good Relationship with Other Assistants

Musings of a High-Level Executive Assistant

The goal is to fit into what exists already and understand your role in the organization/seniority. It’s best not to gossip or form secret alliances. Be humble, gracious, professional, and very, very organized. First, for the business aspect, mirror them. Just be a good person and be you.

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