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

Office Organization Success

NOVEMBER 24, 2014

Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA. Credit Card Authorization Form: you want to get paid, right? c) 2014 Tracey Lawton.

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

NOVEMBER 3, 2014

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. c) 2014 Tracey Lawton. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into.

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