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The Best Ways to Use CRM Forms

Jen Lawrence

CRM (client relationship management) forms are one of the most effective ways to gather or share information with a client. When used well, CRM forms can cut down on the number of emails and meetings you may have to have, as well as save your sanity by easily documenting details. . What do I mean by “forms”?

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Joshua Jahani – Managing director of Jahani and Associates | Maximizing Your Financial Potential in the Future of Work

Allwork

Guest Episode Video Transcript Joshua Jahani Managing Director of Jahani and Associates We are delighted to introduce Joshua Jahani. Known for his sagacious financial strategies, Joshua is a lecturer at Cornell University and the managing director at Jahani and Associates. My goodness.

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Practically Perfect PA Giveaway: £150 John Lewis voucher

Practically Perfect PA

Just answer the following question and complete the contact form ( for those reading this on email click here for the contact form ): [contact-form]. Our aim is to improve on the rates you would be quoted if you were to phone any venues yourself. Function Fixers specialises in finding UK venues for all busy PAs.

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What is a CRM and Why You Need One

Jen Lawrence

Given the price of a good CRM (client relationship management) system, it’s understandable that you’ll want to know a bit more about what exactly it is, the benefits, if you really need one, and if so, when. I’m happy to answer those questions for you! What is a CRM? What are the benefits of having a CRM? Who needs a CRM?

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How to make your event more environmentally friendly

Practically Perfect PA

Sustainability certainly hasn’t been a priority for assistants organising events, particularly as we often have to manage events alongside our actual day job and the budgets we have to spend on events are still quite a bit smaller than they were a few years ago. You are under no obligation to book a venue proposed to you by Function Fixers.

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Three Easy Steps For Adding Productivity to Your Work Day

Step It Up VA Coaching

Perhaps you spend too much time recreating every proposal or contract, every form, every letter or email each time you need it. Look at everything— the RFPs and email inquiries you respond to, requests you send out for different things, contracts, invoicing forms, etc. Review every task that you perform on a regular basis.

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Three Easy Steps For Adding Productivity to Your Work Day

Step It Up VA Coaching

Perhaps you spend too much time recreating every proposal or contract, every form, every letter or email each time you need it. Look at everything— the RFPs and email inquiries you respond to, requests you send out for different things, contracts, invoicing forms, etc. Review every task that you perform on a regular basis.