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Think of a file as a story about what has happened from beginning to end on a matter. It is very important if you get phone calls and make decisions on a file to document that by writing a note and putting it on the file by date. When someone new looks through the file they will see a chronological record of incidents.
Fax me a copy of that minute-by-minute breakdown and let’s chat. When your email chain reaches more than five back-and-forth responses, it’s time to pick up the phone. Instead, pick up the phone, have a quick chat, close the loop and move on. Don’t chat on Skype while you are sending a file. Pick up that phone.
Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? Or have you played the popular “phone tag&# game?
Work With Stephanie « Cause and Effect - Productivity is an Action, Not a Result @QuietSpacing | Main | Organize Your Ideas and Watch Them Unfold » Planner Or Tickler (1-31) File? - Sometimes I wonder if I am duplicating my efforts by using a calendar and the tickler files. What are your thoughts in this area?
Do you touch base with your assistant every morning (face-to-face or by telephone) to discuss the day’s priorities, appointments, meeting preparation, department issues, phone calls, and project updates. Have your assistant place your hard copy mail in assorted color files to speed your reading and determine priority items.
Fax Machine- At this point, everyone should be capable of sending attachments via email. for those few technophobes that refuse to be dragged into the 21 st century and insist on faxing you, all you need is Nextiva , up to 500 pages a month for just $4.95.
Do you touch base with your assistant every morning (face-to-face or by telephone) to discuss the day’s priorities, appointments, meeting preparation, department issues, phone calls, and project updates. Have your assistant place your hard copy mail in assorted color files to speed your reading and determine priority items.
Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. Put your CC info in a Word document, and send to her via a secure file transfer service like Send This File or Dropbox. Instead use one of these options: 1.
I said, "If I called you at work in the middle of the day, would you be able to come to the phone and chat?" Any personal calls they have to make to the bank, insurance company or any personal matters, he always asks his wife to do it because he says, "You sit at your desk all day and have a phone readily available, so it is easier for you".
Start with something like electronic faxes. We use a service that allows a person to fax to a phone number, but rather than a physical fax coming out on our end, it lands in our email in-boxes. Most of the time we look at the fax and file it electronically, or delete it.
We all know about texting, calling and emailing from our phones, but are you collaborating from it as well? With a plethora of collaboration tools online, it’s as simple as finding one with an awesome phone app that works for your business. I know, not all of us can snap photos on our phones like the Insta-famous.
You can communicate via email; you can use things like Google Docs, Adobe and e-Signature to send documents and contracts; even faxes can be sent and received online thanks to companies like FaxZero and MyFax. Thanks to the internet and the myriad of services that it provides, there really is no need to use as much paper to conduct business.
Sunday, August 22, 2010 Miscommunication, Misfiled, and Misplaced = Misrepresentation A work day consists of filing, answering phones, greeting visitors, and a host of communication efforts with coworkers, supervisors, and customers, plus other duties and responsibilities that can get overwhelming. Lets grow together!
Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates! family of sites · 8 Shoreline, Suite 100, Bloomington IL 61704 TEL 309.663.1360 · FAX 309.422.7665 Click on any of theself-evaluator tools below and receive your results online immediately!
In one interview, the person interviewing me said he needed his filing done on a daily basis as many people were using the files and it was important to have all the information up to date. This was mentioned a few times in the interview so I knew it was important and when I got the job I made sure to do my filing every day.
I was online completing a form that required a phone number and I didn’t have the phone number handy, while I was conducting a search on the internet, my friend got a regular phonebook and found the phone number before my page could load to show me the results of my search. Backup electronic files.
For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. Physical: Create a Client Contact Sheet. In your main client folder.
» There is an App for That -- Productivity Apps for iPhone and Android I am constantly amazed at the new and creative applications (apps) that are on the market today for smart-phones. It means that if you can think of something you would like your phone to do, it probably can if you find the right app!
For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. Physical: Create a Client Contact Sheet. All Clients: Client Tracking Spreadsheet.
Check out these Great Reviews by @JanetBarclay » Be Smart About Using the Telephone How much time do you lose playing "phone tag?" I Before you pick up the phone to make another call, consider what you are going to say when you get voice mail. Start Today!
There is more stuff on office desks: computers, printers, faxes and other new technologies. Activities: Cluster phone calls to make; cluster items to copy; cluster computer work; cluster large projects, etc. Love the “round file!” · What can be stored in file boxes? There is less room for stuff.
Clean Out Your Files It’s easy for your cabinets and folders to become overstuffed with outdated paperwork, so it’s important that you take time once a year to purge the old and make room for the new. Start with your reference, client, and financial files. When January 1 hits, you should be able to file any new document in seconds!
CREATE your paper-based filing system. Having an efficient filing system in place will enable you to find the information you need, when you need it! First of all invest in your filing storage, whether that's a dedicated filing cabinet or plastic filing crates. CREATE your PC filing system.
" That is what I heard from her as we were talking on the phone. OneNote: My Filing Cabinet In The Clouds. create notebooks and files just like I would with paper, but now it is all organized on my computer. " Stephanie you are such a geek." OK! I'll own that.
Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates! family of sites · 8 Shoreline, Suite 100, Bloomington IL 61704 TEL 309.663.1360 · FAX 309.422.7665 Seems like a win win to me! in News & Updates! Part of the Calahan Solutions, Inc.
single entry from my mobile phone, online or via my email integration with social media (e.g. All of the contact information that you want is in one place - emails, faxes, appts, tasks, file attachments. Ability to access AND update data via your smart phone in an app. 2 - Contact Entry.
Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates! family of sites · 8 Shoreline, Suite 100, Bloomington IL 61704 TEL 309.663.1360 · FAX 309.422.7665 Click on any of theself-evaluator tools below and receive your results online immediately!
Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates! family of sites · 8 Shoreline, Suite 100, Bloomington IL 61704 TEL 309.663.1360 · FAX 309.422.7665 Click on any of theself-evaluator tools below and receive your results online immediately!
It is exciting when you get that phone call to tell you that you were selected for the job you applied for. how to use the fax machine, information about the phone system, where the photocopier is located, who my contacts are in this position, who I can call for help, etc.
Even though they can seem like small things, at the beginning you are trying to do your best to impress and can feel a bit helpless when the phone rings and you realize you don't know how to answer it. I also included instructions on how to use some of the equipment that I needed to use such as the telephone, photocopier and fax.
Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates! family of sites · 8 Shoreline, Suite 100, Bloomington IL 61704 TEL 309.663.1360 · FAX 309.422.7665 Click on any of theself-evaluator tools below and receive your results online immediately!
A good office professional must be able to greet clients, answer phones, and interact pleasantly, politely, and cordially. Organization Skills Filing correspondence, organizing a meeting, keeping your bosses calendar, and maintaining your office area are viable skills that all office professionals need to master. Need a filing system?
Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates! family of sites · 8 Shoreline, Suite 100, Bloomington IL 61704 TEL 309.663.1360 · FAX 309.422.7665 Click on any of theself-evaluator tools below and receive your results online immediately!
Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates! family of sites · 8 Shoreline, Suite 100, Bloomington IL 61704 TEL 309.663.1360 · FAX 309.422.7665 Click on any of theself-evaluator tools below and receive your results online immediately!
Work With Stephanie « Link Lineup: Time Management, Org Tools, Focus Concentration and Top Mobil Phone Apps | Main | Are you Time-challenged Tim or Non-productive Nancy? It houses so much more than a file index. This allows them to keep it within site, but all projects are kept in an organized file. Smart Phone!!
GOOG-411 –Find and get phone numbers, addresses, etc for businesses iGoogle – personalize your homepage with things you can use (games, weather, horoscopes, tips for the day, to do lists, calendar, and for you sports fans get updates of scores from your favorite sports games). weather, jokes, news, etc.)
Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates! family of sites · 8 Shoreline, Suite 100, Bloomington IL 61704 TEL 309.663.1360 · FAX 309.422.7665 . As the founder and CEO of Calahan Solutions, Inc., John will interview Steph for 60 minutes.
Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk « UK/Ireland Small Business News Round-up – 21/11/2008 US Small Business News Round-up – 24/11/2008 » « Previous Entries This entry was posted on Sunday, November 23rd, 2008 at 12:43 pm and is filed under Announcements , WinWeb.
Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates! family of sites · 8 Shoreline, Suite 100, Bloomington IL 61704 TEL 309.663.1360 · FAX 309.422.7665 Click on any of theself-evaluator tools below and receive your results online immediately!
Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates! family of sites · 8 Shoreline, Suite 100, Bloomington IL 61704 TEL 309.663.1360 · FAX 309.422.7665 Click on any of theself-evaluator tools below and receive your results online immediately!
Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates! family of sites · 8 Shoreline, Suite 100, Bloomington IL 61704 TEL 309.663.1360 · FAX 309.422.7665 Click on any of theself-evaluator tools below and receive your results online immediately!
» Link Lineup: Time Management, Org Tools, Focus Concentration and Top Mobil Phone Apps February is Time Management Month, so today I'll share some great articles to help you make the most of the time you have. This is a quick scan article that highlights a short list of highly productive smart phone tools.
You may have 10 minutes free in between meetings at office - you may want to finish with an important phone call. You can file and label the files with appropriate titles; throw or give away unwanted things. Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates!
We all know how difficult it can be to maintain a realm of sanity in the workplace when the phone is constantly ringing, clients are popping in and out of the office, a project is due, and you have a supervisor who is behaving like a ‘helicopter mom.’ Look into purchasing an all-in-one fax, printer, and copier.
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