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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. You simply print it out and fill it in each time you take on new client. In your main client folder.

Filing 100
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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. You simply print it out and fill it in each time you take on new client. In your main client folder.

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.    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.  OneNote: My Filing Cabinet In The Clouds. " Stephanie you are such a geek."   OK! 

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The pronouns you use can reveal a lot about where your head is

Laughing all the Way to Work

My mind is already planning the next Board meeting and how I will organize my desk and the filing at the new place. I want all my filing to be up to date and my desk to be neat and tidy. Filing - We all have filing to do and when you are leaving it is even more important to get it done. Update your filing list.

Filing 100
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Answering Reader Mail: Creating a Good Relationship with Other Assistants

Musings of a High-Level Executive Assistant

It’s best not to gossip or form secret alliances. Hopefully you are allowed to buy as many office supplies you need - electric stapler, manual stapler, postage stamps, rubber stamps that say fax, confidential, draft/etc, various binders in different sizes, folders, hanging files, scissors, ruler, 2 hole punch, 3 hole punch, etc.

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

Stephanie LH Calahan

Collecting business cards or other forms of contact information is only the first step in networking.  They are then placed in a reference (Rolodex) file by type of business and not the name. I File Them (Then I Forget Them). I file them away, and rarely look at them again. From Clutter To Actionable Information.