article thumbnail

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. It sets out specifically what your terms and conditions are, i.e. payment policies, payment methods, confidentiality etc.

article thumbnail

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. It sets out specifically what your terms and conditions are, i.e. payment policies, payment methods, confidentiality etc.

Insiders

Sign Up for our Newsletter

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

article thumbnail

Job descriptions for Personal Assistants – Merited or inherited?

Practically Perfect PA

When the printer/scanner/fax breaks down I am ultimately the person who troubleshoots and fixes the machine in question. Project Management – Time Management, Critical Thinking and Coordination Skills. Evaluating Information to Determine Compliance with Standards – for e.g. Gifts and Entertainment Policy.

article thumbnail

You may work for someone, but you are your own boss Everyday.

The Office Professionals Place

The Office Professionals Place Topics Communication (18) Development (5) Leadership (6) Productivity (10) Tips/Techniques (14) Workplace Humor (1) Workplace Mental Health (13) The Office Professionals Place Privacy Policy The privacy of our visitors to [link] is important to us. Look into purchasing an all-in-one fax, printer, and copier.

Filing 100
article thumbnail

Three Tips - Preparing for Economic Recovery

Small Business CEO

Have you reduced employee counts and canceled or delayed capital projects? Others enter the data into payroll, into project tracking systems and then again into client billing systems. A lab order is faxed in. Identify “quick hit&# technology projects that increase quality and productivity. Assess your IT function.

Fax 40
article thumbnail

Managing the Micromanager

The Office Professionals Place

Some managers feel that they would do the project themselves just so they know it will get done their way. In an effort to curb the constant interruptions by your supervisor who is inquiring about your status on a project, give him constant updates so that he can be assured that you are in the process of completion. Ask questions.

article thumbnail

Working by the 80 – 20 Principle

The Office Professionals Place

Office professionals are approached with various tasks, deadlines, and projects each day. The ability to work by the Pareto Principle will allow you to effectively focus on projects and prioritize your day. Make a list of tasks and projects and next to each identify how long it will take to complete. Identify the focus.

Filing 100