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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

  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. Microsoft's OneNote is my go-to organizing tool for anything that I do online.I

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How to take meeting minutes like a professional

BMT Office Administration

Meeting minutes are a staple of all Board meetings, and many internal company meetings, as they serve as an official written record of a meeting to aid in future decision-making and fill in employees who couldn’t attend. To serve as a reference point when the meeting affects other projects or departments in the organization.