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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.

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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?

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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. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into.

Filing 100
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The Freedom to Work from Anywhere: Your Virtual Business Tips (Part 4)

Stephanie LH Calahan

Having VAs I can simply fax order forms to. As a mobile must-have, my notebook is my "back of the napkin" solution, and evernote is where I store the project in progress or completed project. Management example: maintaining a frequently requested/used links doc in Evernote, and up to date forms and procedures.

2003 100
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Executives and Assistants are Struggling Today

Office Dynamics

Between email, virtual Assistants, palm pilots, high speed Internet connections and a host of other technological marvels, executives mistakenly believe they are more independent than ever – making their own travel plans, faxing their own letters and scheduling their own meetings. It falls under the bigger umbrella of communication.

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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. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into.

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.  Since I work at home (and because we're full-time RVers, always on the road), I need to be able to fax/copy/convert from anywhere. Organize by project, and even use custom tags.