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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Credit Card Authorization Form: you want to get paid, right?

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

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. As the majority of your communication is probably done via email with documents going back and forth, you’ll also want to create an individual client folder on your PC.

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Credit Card Authorization Form: you want to get paid, right?

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Executives and Assistants are Struggling Today

Office Dynamics

Executives do not share necessary information with their Assistants and do not always include their Assistant in their email communications. Plus, the downside is that executives and managers have to share delegating their workload to the Assistant thus keeping projects or basic tasks on their plate. Employees feel time-compressed.

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The Freedom to Work from Anywhere: Your Virtual Business Tips (Part 4)

Stephanie LH Calahan

Having VAs I can simply fax order forms to.   Here is an example of why: I was just checking my emails before going to bed (I'm on vacation in Georgia, just south of Russia, 12 hours ahead of pacific time) when I saw an interview request from foxbusiness.com journalist. Another life saver?

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

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. As the majority of your communication is probably done via email with documents going back and forth, you’ll also want to create an individual client folder on your PC.

Filing 100
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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.  It allows us to easily email branded invoices to our clients, which they can then pay by mail or online. Billing Boss from Sagespark is one of the best tools we've found for our business.