Remove Document Remove Fax Remove Forms Remove Policies
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

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?

Insiders

Sign Up for our Newsletter

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

article thumbnail

Tax Tip for the Office Professional

The Office Professionals Place

This is the time of year that most people stress over because we are waiting for documents like W2’s, mortgage statements, 1099’s, and other information in order to file taxes. Look into purchasing an all-in-one fax, printer, and copier. Tax season doesn’t have to be a tear jerker.

Filing 100
article thumbnail

Digital Detox

The Office Professionals Place

I was online completing a form that required a phone number and I didn’t have the phone number handy, while I was conducting a search on the internet, my friend got a regular phonebook and found the phone number before my page could load to show me the results of my search. Backup SMARTPhone Data.

Filing 100
article thumbnail

The 'Bcc'- Friend or Foe

The Office Professionals Place

• Creating a paper trail - a supervisor documenting an employee’s responses or vice versa The ‘Bcc’ feature is a helpful tool, but can be used for inappropriate or wrong purposes. Look into purchasing an all-in-one fax, printer, and copier. When the computer is not in use put it in sleep mode.

Filing 100
article thumbnail

The E-tiquette of E-mail

Professional Assistant Blog

E-mail is no longer just for personal use, with all our accepted short forms: LOL, U, GB and a co-workers favourite, OMG! Your company may have a policy on how they want you to address people in external business e-mail. Writing all in caps is a form of e-mail shouting. Jane Watson of J. 4 percent of women&#.

2008 100
article thumbnail

Take the “Jingle” out of Holiday Stress

The Office Professionals Place

Form a committee, then within the committee form subcommittees for activities throughout the event. Look into purchasing an all-in-one fax, printer, and copier. Here are a few ways to ‘deck the halls’ and have a worry free holiday. Don’t go it alone. When the computer is not in use put it in sleep mode.

Holidays 100