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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

Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA. Credit Card Authorization Form: you want to get paid, right? Sign Up NOW For Free. ” at [link].

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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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Organize Your Ideas and Watch Them Unfold

Stephanie LH Calahan

Productive & Organized Home Contribute to P&O! Whether you want to create an innovative product or provide an unusual service, organizing your ideas is key to seeing your vision come to pass. They had to organize their idea in order for it to unfold into one of the most successful companies in the world.

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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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New job, new culture, new language

Laughing all the Way to Work

You have to learn a whole new way of doing things, from how to log onto the computer to filling out a purchase order form. Even though they can seem like small things, at the beginning you are trying to do your best to impress and can feel a bit helpless when the phone rings and you realize you don't know how to answer it.

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA. Credit Card Authorization Form: you want to get paid, right? 7. (c) 2009 Tracey Lawton.