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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

Creating a Client Contact Sheet which contains your client’s name, address, email, phone, fax and any other contact information that you want to keep a record of is a useful template to have. Once you’ve printed out the Client Contact sheet, staple it to the inside left cover of your client folder. ” at [link].

Filing 100
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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.  It allows us to easily email branded invoices to our clients, which they can then pay by mail or online. By recording payments as we receive them, we can just as easily monitor overdue payments and send email reminders.   OK! 

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12 Business Productivity Tools They Can Not Live Without.

Stephanie LH Calahan

Work With Stephanie « Link Lineup: Time Management, Org Tools, Focus Concentration and Top Mobil Phone Apps | Main | Are you Time-challenged Tim or Non-productive Nancy? You can find it here: Amazon, Staples and other office supply stores Thanks to Julie Bestry of Best Results Organizing 6. Smart Phone!!

Filing 100
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Productive Networking: 22 Ideas to Organize Business Cards for Effective Followup

Stephanie LH Calahan

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. Staple the cards into a little notebook, one card per page. Not Worth Stressing Out About. From Clutter To Actionable Information. Booking Notebook.