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Home | Self Improvement | Organizing ORGANIZE YOUR BOOKKEEPING • Prepare and send invoices to clients • Enter monthly transactions into bookkeeping software • Reconcile bank, credit card, and other account statements • Send reminders for paying bills on their due dates • Write and prepare checks to be signed to pay bills ORGANIZE YOUR DESKTOP PUBLISHING • Design and print brochures and business cards • Create flyers, price lists, and other marketing documents • Lay out, printing, and mailing regular client newsletters • Prepare professional-looking certificates for seminar participants • Print labels using company logos or clip art ORGANIZE YOUR DATABASE MANAGEMENT • Enter business card data into a database • Send an introductory letter to new prospect leads • Send scheduled marketing pieces to clients and prospects • Track marketing efforts and summarize the results in a report • Send regular follow-ups, reminders, and communications to clients • Call people for missing contact information • Send fax and email broadcasts ORGANIZE YOUR TELEPHONE AND FAX SERVICES • Receive telephone calls while a client is out of town • Forward important messages that require immediate attention • Retrieve voice messages and responding to routine requests • Receive and handle faxes while a client is out of town ORGANIZE YOUR TRANSCRIPTION SERVICES • Type letters and memos from tape or handwritten notes • Type legal transcripts from cassette tape • Type medical reports from tape or handwritten notes ORGANIZE YOUR WORD PROCESSING • Type handwritten notes from a meeting or seminar • Type letters, printing on stationery, addressing, and mailing • Proofread, edit, and check spelling / grammar • Lay out larger documents ORGANIZE YOUR MARKETING SERVICES • Send out the appropriate sales brochures for inquiries • Create and mail a customer feedback questionnaire • Track the responses to this questionnaire • Summarize the responses and suggestions in a report ORGANIZE YOUR INTERNET SERVICES • Maintain a newsletter subscription database • Post announcements and newsletter issues to the list • Perform an internet search for an item or piece of information • Edit or upload new information to a website ORGANIZE YOUR MAIL AND EMAIL SERVICES • Retrieve email and mail, sort, and get rid of junk • Respond to routine email requests • Forward items of importance to the client for attention • Track and forward urgent issues while client is out of town • Prepare packages and mail out products as orders arrive ORGANIZE YOUR RESEARCH • Research potential locations for an upcoming seminar • Find which locations have the appropriate dates available • Find which can accommodate the size and type of event • Research the services available (decorating, food, entertainment) • Obtain written quotes and specifications from each location • Monitor periodicals and clip articles of interest • Visit the library to copy specific articles ORGANIZE YOUR PERSONNEL SERVICES • Send reminders for annual performance reviews • Prepare or update resumes and introduction letters • Review resumes and summarize each in a short biography • Sort resumes for a job according to pre-arranged criteria ORGANIZE YOUR PRESENTATIONS • Prepare PowerPoint slides from sketches of diagrams and charts • Send questionnaires to seminar participants before the talk • Track completed questionnaires and call non-responders • Summarize the questionnaire results in a report ORGANIZE YOUR SECRETARIAL SERVICES • Confirm upcoming appointments • Schedule or reschedule appointments • Get directions for a meeting or appointment • Store back-up computer tapes for safekeeping • Track birthdays, anniversaries, and other important dates • Send out the appropriate cards or gifts for special events • Manage lists of necessary office supplies and ordering refills Article Source: http://www.articlewheel.com
Nishanth Reddy is an author and publisher of popular self help blog. Visit his website for more information on how to get organized, goal setting, motivation, self help, self-improvement and personal growth. Management Training Zone
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