This is a personal organization system best suited to business or self-employed people but could be adapted for personal use.
The 2-ring binder isn't perfect but you could use your own binder if you prefer. Includes instructions on how to use the system to your best advantage. Supplies include clean & unused pads of sheets to help keep track of contacts with clients, business prospects, meetings and projects.
Supplies include:
• Client contact record sheets
• Prospect record sheets
• Follow-up file sheets
• Communication memo with carbon copies for originator & recipient
• Communication file (record of communication; notes for when communicated with whom & why)
• Data file
• Project planner
• Meeting planner
• Daily agenda & task planner – originals available. Year’s supply of photocopies. This is the one I used most often.
Come have a look to see if it suits you.
Fair Chance Policy: I’ll wait before choosing a recipient to give more people a chance to reply.
Daily agenda & task planner (Hintonburg)
Collection Times
Prearranged mutually convenient time
Prearranged mutually convenient time
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