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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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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.    But, how do you make sure to organize all of those business cards so that you CAN do the right FOLLOW UP? .  The most effective networkers have a system to manage/organize business cards and their contacts. 

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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.              Dawn McCloskey Ultra Organized, LLC.   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 keep a meeting scheduling form at my desk. I know exactly where I am at with the meeting planning just by looking at the form. I am physically still in my current job, but my mind is already on my new one.

Filing 100
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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.

Staples 40