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

Stephanie LH Calahan

  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.              Dawn McCloskey Ultra Organized, LLC. Microsoft's OneNote is my go-to organizing tool for anything that I do online.I

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Answering Reader Mail: Creating a Good Relationship with Other Assistants

Musings of a High-Level Executive Assistant

The goal is to fit into what exists already and understand your role in the organization/seniority. It’s best not to gossip or form secret alliances. Be humble, gracious, professional, and very, very organized. First, for the business aspect, mirror them. Just be a good person and be you.

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