Organization
Organization
Stop wasting precious time looking for a sticky note with notes, going through the tons of spam in your email, or trying to keep your client lists up to date! Let us help you with organization!
Confidential Email Management
Either we can set up your email in our outlook software program (depending on different variables and how often you require it to be checked) or we can use a secure webmail program such as www.mail2web.com to check it daily or as many times as designated by you.
- Spam-We will check your email and any spam that you receive is deleted and the others forwarded to you so you aren’t wasting time sifting through the spam
- Appointments-Any appointment requests that we receive will be immediately added to your calendar with a confirmation/reminder email sent to you
- Sales-Any sales related questions are forwarded to you as well as placed in a spreadsheet so you have a record of when, who and what contacted you in one easy to view file
- Supplier emails-Any supplier emails are automatically forwarded to you as well as placed in a spreadsheet for easy viewing
Coordination
If you have several subcontractors that are working on specific projects, we can contact them, get updates on their progress, and an expected time delivery. We then put all information that we received in an easy to read and understand spreadsheet for you. We will color coordinate the spreadsheet depending on importance. For example:
- Overdue-Red
- Problem-Orange/Yellow
- On time-Green
Maintaining Confidential Business Lists
- Client Lists-send us the list of your clients with all their pertinent information such as address, phone number, type of client etc and we will put it in a easy to find and view spreadsheet sorted according to your preferences. We will also update the client list when necessary.
- Vendor List-Send us the list of your vendors with all their pertinent information and we will put it in an easy to find and view spreadsheet sorted according to your preferences. We will also update the vendor list when necessary.
- Mailing Lists-If you have a list of frequently mailed people such as board members etc, you can send us their information and we will create a easy to find, easy to view spreadsheet sorting according to your preferences. We will also update and create the mailing as needed.
Other Organizational Services
- Interoffice Template Design
- Creation of Filing System
Don’t let un-organization stress you out anymore. Contact us to see how we can help you get yourself organized and on the right track again.