Remove Document Remove Fax Remove Forms Remove Phones
article thumbnail

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

Office Organization Success

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Credit Card Authorization Form: you want to get paid, right? Sign Up NOW For Free.

article thumbnail

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. Put your CC info in a Word document, and send to her via a secure file transfer service like Send This File or Dropbox. Sending info via email is like sending a postcard via mail.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Choose Your Method of Communication Effectively – Email, Phone, In.

The Office Professionals Place

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? Or have you played the popular “phone tag&# game?

Phones 100
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. As the majority of your communication is probably done via email with documents going back and forth, you’ll also want to create an individual client folder on your PC.

Filing 100
article thumbnail

Simple Things You Can Do to Go Green in Your Business

Stephanie LH Calahan

Using less-toxic, biodegradable cleaning products not only improves the environment, but did you know that many natural cleaning products are usually sold in a concentrated form?    Start with something like electronic faxes.    Most of the time we look at the fax and file it electronically, or delete it. 

Fax 100
article thumbnail

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

Office Organization Success

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Credit Card Authorization Form: you want to get paid, right?

article thumbnail

The Freedom to Work from Anywhere: Your Virtual Business Tips (Part 4)

Stephanie LH Calahan

Having VAs I can simply fax order forms to. I like having a long battery life and having the full functionality of the Windows Platform on my phone. I have Dropbox on my phone as well so I can easily send documents to my consultants while on the road. I used to carry 12 paperbacks on ever trip. Another life saver?

2003 100