Remove Email Remove Forms Remove Phones Remove Staples
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. Once you’ve printed out the Client Contact sheet, staple it to the inside left cover of your client folder. Click here to activate your Membership.

Filing 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. Once you’ve printed out the Client Contact sheet, staple it to the inside left cover of your client folder. Digital: Create Client Folders. In your main client folder.

Filing 100
Insiders

Sign Up for our Newsletter

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

article thumbnail

Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

" That is what I heard from her as we were talking on the phone.    Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love.  It allows us to easily email branded invoices to our clients, which they can then pay by mail or online.

article thumbnail

Answering Reader Mail: Creating a Good Relationship with Other Assistants

Musings of a High-Level Executive Assistant

It’s best not to gossip or form secret alliances. On the outer edges of my desk, I place extra pens, pencils, highlighters, ruler, scissors, tape, tissue, stapler, Post-it notes, staple remover, lotion, hand sanitizer, and an extra phone if possible. Just be a good person and be you. You can just write “Thx!”

Staples 40
article thumbnail

Productive Networking: 22 Ideas to Organize Business Cards for Effective Followup

Stephanie LH Calahan

Collecting business cards or other forms of contact information is only the first step in networking.  In addition to the name, phone numbers, company, and e-mail, include where and when you met the person, who introduced you, and why you might want to contact him/her in the future. From Clutter To Actionable Information.