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Manage: Organize Your Business

Get Balanced, Get Organized

woman_mentor_casualIt’s still January. Take four hours today for these four action items. You’ll feel more relaxed, more focused and ready to conquer the day.

1. Update Your Active Files: We are not a paperless society, just yet. Create color-coded files and label them. These are the active files you want quick access to on a routine basis. For example, leads, training, marketing plan, business plan

2. Create Master Folders on Your Hard Drive: Organize your major business categories: Planning, Marketing, Finance, Sales, Clients and keep all files in a folder. If you have a client folder, keep all documents related to that client in that specific folder.

2. Create Email Folders & Organize Messsages: There are two schools of thought. One is no folders, just use the search function to find email messages. Yes, it works, but what a long list of email messages. If that bothers you, then create working folders that make sense for your business. For example, prospects, partners, clients, media, mentors and CPA. If your main interaction is by categories of people this can be an effective folder system.

3. Update Your Electoronic Contacts List: Don’t just hold onto business cards. Log them into whatever contact management system you use, so you can access the data quickly and easily. Note: you can always use a card scanner or hire a temp to handle the data entry for you.

Christine Banning, SCORE
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For 50 years, SCORE has helped aspiring and current small business owners achieve their dreams. Through a network of over 11,000 volunteer business mentors in 340+ chapters across the country, SCORE connects decades of business experience and knowledge with those who can best use it. | Facebook | @SCOREmentors | More from SCORE


HR: Discover the Cheapest Motivator on the Planet

What’s Your Name?

whats_your_nameBillions are spent each year on perks and incentives to motive employees, but what everyone fails to understand is the best music to everyone’s ears is the sound of their own name.

Simply calling someone by his/her name makes you appear sincere and caring. It shows that you care enough to: 1) remember their name and 2) to use it! That is the reason I always wear my name tag. I have a very difficult time remembering names and when people see my name tag they usually respond by saying, “Hi, Betty. I’m Suzie.” A blessing in disguise for me — now I know her name is Suzie. What did you say your name was?

Betty Otte, SCORE Orange County
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