Tuesday Tips

Testimonials

Leslie Flowers

“I realized what I needed was really a ‘business manager’. Someone to setup and train me on Quickbooks, give me steps to get my EIN Number, separate checking accounts, explain which banks work best with Quickbooks, and understand how and what to deduct, etc.

 

Did You Know?

Did you know that each individual receives 2700 pieces of junk mail every year? That's a lot of mail.
Time, Tasks & Loyal Customers

Let’s turn those customers into loyal clients and

raving fans!


What is your current method of tracking appointments? To-dos? Phone messages? Meeting Notes? Is it all in one place and easily accessible or do you have sticky notes all over your desk? In order to have loyal clients you must have some type of personal information management software such as MS Outlook, ACT!, Customer Manager or Palm.


What does a Contact and Customer Manager do? It keeps all details of your customer relationships…
    Phone numbers
    E-mails
    Conversation notes
    Meeting and activity history
    Documents
    Social media profiles
    
…in one place, at your fingertips – Instantly!

The Efficient Office will train you on how to best utilize your software to maximize its potential as a complete time, contact and information manager, helping you to develop long-lasting, profitable relationships so existing customers becoming raving fans and new customer referrals keep rolling in!