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

Office Organization Success

Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA. Credit Card Authorization Form: you want to get paid, right? Sign Up NOW For Free.

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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. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into.

Filing 100
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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA. Credit Card Authorization Form: you want to get paid, right?

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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. I like having a long battery life and having the full functionality of the Windows Platform on my phone. I have Dropbox on my phone as well so I can easily send documents to my consultants while on the road. I used to carry 12 paperbacks on ever trip. 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. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into.

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.  Record Your Phone Calls Like A Pro. " Stephanie you are such a geek."   OK! 

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Planner Or Tickler (1-31) File? - How to Use Both For Optimal.

Stephanie LH Calahan

It seems like the tickler file is a good place to keep the papers that go along with the tasks, but there still feels like there's some redundancy when I prioritize my to-dos that are in the form of paper and the daily to-dos on my calendar. What are your thoughts in this area? What are your thoughts in this area?

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