Los Angeles Medical Equipment

Posts Tagged ‘Steps’

Follow the lead of a well-organized home office. Using the checklist below, incorporate many of the organizing tips found on the list. You will have both a professional and efficient home office.

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