How do clients store information?
How do clients store information?
How to Keep Client Information Organized
Keep Copies of Important Documents.
Keep Client Information in Separate Files or Folders.
Use a Consistent Onboarding Process.
Regularly Touch Base.
Use a Digital Calendar.
Use Existing Email Platform Features.
Store Information on a Secure Platform.
Consider a Master Index.
How to Keep Client Information Organized
- Keep Copies of Important Documents.
- Keep Client Information in Separate Files or Folders.
- Use a Consistent Onboarding Process.
- Regularly Touch Base.
- Use a Digital Calendar.
- Use Existing Email Platform Features.
- Store Information on a Secure Platform.
- Consider a Master Index.