Office Organization Success

NOVEMBER 3, 2014

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. A couple of places where you’ll want to create individual clients folders are: In your email program.

Filing 100

Filing Staples Email Fax 100

Stephanie LH Calahan

MAY 13, 2011

OneNote: My Filing Cabinet In The Clouds. create notebooks and files just like I would with paper, but now it is all organized on my computer. It allows us to easily email branded invoices to our clients, which they can then pay by mail or online. Find here: steph.bz/EZBackup. We can also generate reports to track our income.

Credit Card 100

Credit Card Google Docs Dropbox Filing 100

Stephanie LH Calahan

FEBRUARY 11, 2011

It houses so much more than a file index. This allows them to keep it within site, but all projects are kept in an organized file. Once the project is completed, the whole pile of that particular project can be filed away; out of site. It is the easiest way for me to capture data, url's, emails, images, etc.

Filing 100

Filing Office Depot Microsoft Outlook Phones 100

Stephanie LH Calahan

MARCH 25, 2011

They are then placed in a reference (Rolodex) file by type of business and not the name. I File Them (Then I Forget Them). I file them away, and rarely look at them again. Staple the cards into a little notebook, one card per page. Not Worth Stressing Out About. Thanks to Ann Gambrell of Creative Time-Plus.

Business Cards 100

Business Cards Networking ASAP Etiquette 100