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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. 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.

Filing 100
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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? ” at [link].

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7 Reasons to Free Your Business from File Cabinets & 5 Tips to Help You Do It

Tips From T. Marie

For businesses with a large amount of paper files it may be time consuming to scan those already existing paper files into electronic form, but once that task is done, a totally electronic files system is going to make life easier and faster , with no room needed for those ugly file cabinets.

Filing 126
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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. 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.

Filing 100
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Tips to Go Almost Paperless - Productive & Organized

Stephanie LH Calahan

Productive & Organized Home Contribute to P&O! Work With Stephanie « Save Time Doing Simple Things that ADD UP to Major Time Savers | Main | 5 Tips for Productivity, Organizing and Changing Your Life » Tips to Go Almost Paperless "Steph, do you have some ideas for how I can go paperless?  400 Gigs Gone!

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19 Tips for Managing Your Email Even When You Don't Want To.

Stephanie LH Calahan

Productive & Organized Home Contribute to P&O! Productive & Organized Goes Audio in 3 Different Ways » 19 Tips for Managing Your Email Even When You Dont Want To E-mail, it is the form of communication that we love to hate and love to love.  Send emails to others that you would like to receive back.

Email 100
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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? c) 2009 Tracey Lawton.