article thumbnail

Elevating Your Role As An Executive Assistant

ProAssisting Blog

Initiate discussions about upcoming projects or potential challenges, providing solutions or suggestions before they become pressing issues. Familiarize yourself with categories of each vertical of software (some examples would be: project management, CRM, LMS, CMS, social media scheduling, image editing/creation, etc.)

Calendars 739
article thumbnail

The Best Ways to Use CRM Forms

Jen Lawrence

CRM (client relationship management) forms are one of the most effective ways to gather or share information with a client. When used well, CRM forms can cut down on the number of emails and meetings you may have to have, as well as save your sanity by easily documenting details. . What do I mean by “forms”?

Forms 52
Insiders

Sign Up for our Newsletter

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

article thumbnail

5 Ways to Thrill Your Customers (Because a Thank You Email Just Doesn’t Cut It Anymore)

Success

In a study published in Psychological Science , Princeton psychologists Janine Willis and Alexander Todorov reveal that it takes only a tenth of a second to form an impression of someone when you first meet. Here’s one of five emails I received on one order: Dear Todd AKA Shindigz Customer of the Day, CONGRATULATIONS!

Email 279
article thumbnail

8 Tools To Help Build An Efficient Asynchronous Workflow

Allwork

Slack boasts that using the app reduces emails by 32% and meetings by 27%, which could be a major benefit for teams looking to cut down on unproductive activities. Its primary purpose is to eliminate the back-and-forth emails typically required to find a suitable time for a meeting or event, and is often used by freelancers.

article thumbnail

How to Hold a Successful Project Debrief

Jen Lawrence

When wrapping up a project, it’s easy just to let the work be marked “completed” and move on to the next big thing. However, a project debrief is essential to learning from the experience and growing as a team. Conduct a successful Project Debrief by setting aside the time to review and discuss. Prior to the Debrief Meeting.

Agenda 52
article thumbnail

How to Start a Nonprofit Organization In 5 Simple Steps

Success

Donors asked if they can deduct the cost of the donated items on their tax return, and a few people suggested you make your project legal by filing for nonprofit status. Projects that help others are fantastic, but if you want your charity to be official, it’s important to cover your bases. The cost to file Form 1023-EZ is $275.

Filing 162
article thumbnail

Episode 286: Doing Project 333 with Courtney Carver

Productivityist

We focus our conversation around her book Project 333: The Minimalist Fashion Challenge That Proves Less Really is So Much More , which is a project I’ve undertaken and am still committed to several years later! SaneBox sorts your emails for you, keeping ?unimportant What is Project 333? (1:14) Talking Points.

Clothes 81