#Digital client file cards how to

Focus on a logical progression and categorize the folders either by project, client, or department. Define the hierarchy - Don’t dump everything in folders.

#Digital client file cards how to

When you know how to create a folder structure quickly, you’ll spend less time making it when you scale.

Create a template - Have a standard folder structure template in place.

It kills disorderliness and keeps everything organized on your systems. Think of it as that binder you store all your physical documents in. Well, this is why you need a folder structure. Now, you’ll have to scroll through hundreds of folders and documents to find a simple record that you should’ve kept handy. That’s a message you wouldn’t want to see. “ Hey, do you have that meeting note from last month’s meeting with that fussbudget client? He is asking for something that seems out of scope, and the boss wants us to dig in and check if his request is legit.” You’re working on an important deadline, when ding!, there comes a message from your colleague: While you are trying to find your brain, check this case study to learn how one of my clients doubled her sales, tripled her team in size, and decreased her expenses in less than one year. Understand where your brain lives, organize client folders, and save time and money. Not knowing where your brain lives is a huge drain on your business productivity, sales, and profitability. And it will help you manage your business better. So that the next time someone needs a document, they don’t have to make a hundred clicks to get to it.Ī well-organized folder structure will save time and $$ for your business.

This is where a folder structure or a folder taxonomy comes and changes everything - for the better, of course.īy having all your papers, documents, and files in specified places and organizing them into folder structures. Once you know where your brain lives, it’s time to digitize and organize. Overall, your profitability will increase, and you’ll better navigate and grow your business. Understanding where your brain lives will not only help you train people faster, it will help you make more money by delivering to clients more quickly. It’s the only thing that can help them easily replace the brain of the previous employee.Īnd what would be the results in that case? Imagine this: If an employee leaves and you hire someone else, how do you expect the new employee to ramp up? Can they seamlessly pick up from where the previous employee left off? It could live in a file, a folder, in your drawer, or a cabinet that has piles of paperwork already.Īnd make sure everything in your business has its organization.īecause you don’t want to end up hunting people down for everything you need. Anything that you’re producing for the client.This thing/item/document that you might be looking for is the BRAIN of your business. Quickly!īecause you know precisely where it lives and where it should be at all times. You end up wasting your time - asking everyone around you to figure out what you need because you don’t know where it is.Īnd, INSTEAD, you can just go into your organized folder structure and get what you want. This is a classic scenario of LOST BRAIN. Only to hear that they couldn’t find it either. You ring your co-worker and ask them if they know where the item is located? They say they’ll check and revert. So, you click at one client folder, then another, and then another. You’re in the middle of the day, and you’re trying to find a piece of paper, an article, or a client asset. Losing money because your paperwork is not organized? It sucks.īut you can put a halt to all that disorder-craziness with a proper folder structure in place. That’s profitability running straight out the door.

Just take a deep breath and imagine you’re losing more than a hundred hours of productivity every year. Woah, that’s about a hundred hours a year! So, how to focus on the business and tend to the customers and clients when you have to hunt down hundreds of documents to get things done?ĭid you know that the typical American employee/employer spends two hours a week just trying to find papers? Poorly organized, or even worse, unorganized client folders. This is an issue I often see when my clients and prospects are overwhelmed with the “piles” of digital documents around them. Help! I’m going crazy with all the digital paperwork! you know how it feels when your business tends to fade fast. Frustrated team, inefficient processes, overwhelmed brain.