Monthly Archives: October 2014
Business Mentoring: Share Your GIFTS with the world
From time to time we modify our facebook cover dependant on what’s happening within both my own life and within the business, and of late (mostly business women), I’ve found a major sense of disarray, or lack of belief that the gift they have to share with the world is needed.
You can view the full version via the Natalie Crowe Designs facebook page
or by downloading the full image here
https://www.nataliecrowedesigns.com.au/blog/gifts-you-bring-cover.png
Success! – Stage 1 Web Design Office Organised
Success!
– For those of you who saw our earlier post regarding sorting client
files. I’m feeling a lot more organised after setting up the client
summary folders. We have a summary file for each of our active clients
and our filing cabinet contains all of the past files and notes.
The goal will be to have 60 of those by the end of this year.
Currently at 47 with the number rising. As a business owner I want to
offer the very best service to my clients and will we working through
each of those clients files on a regular basis to work out ways that we
can further improve our services.
For all of my fellow stationary-aholic fans out there I had fun on this one.
Streamlining the Natalie Crowe Designs Office
After spending so much time out of the loop with our clients and generally looking at and working out how best we could improve our services. One of the major points of contention for us was streamlining the process. We have our own system as to how to manage and sort our client files, but I personally wanted to have a more hands on approach to what we do as a business. I want to be able to look at a client at any given time and know exactly where he or she is in their business relationship with Natalie Crowe Designs, but also to be able to optimise my service to all of you.
After much planning and organising (and stationary shopping etc), we now have 47 active client files which all have a summary display folder with various documents that have been consistently streamlined with in the business. The folder has all the details I need to know when I pick up the phone to talk to a client, the progress report on their latest development. the previous projects developed, the accounts for that client, a list of products or services that the client currently already has and could possibly use in the future.
I’ll grab a photo of the achievement when I get back into the office but for those who are interested. Our folders have:
♦ Client Detail Summary Sheet
♦ Current progress sheet – per job
♦ Credentials sheet – what accounts they have setup , who, what where
♦ Current products/service & proposed services.
♦ Accounts to date – summary
The folders are consistent across the board. We still file all of our paperwork in a filing cabinet but this system makes it much easier when the phone rings and you need to review.
Can’t wait to start growing the client list between now and the end of the year.