If you, like me, have several clients, how are you keeping everything separate? The system I have created works for me, but I would love to hear how you are keeping your clients organized and separate. Are you utilizing a software program, a folder system, a filing system? What systems have you tried that have or haven’t worked for you?

The system that I have found works the best is a binder that has the separators for each client. Within each separator, I have placed binder paper for note taking. The first page is a page where I have all the crucial information such as contact information, passwords, etc.. Then I follow that with a copy of my contract and the procedures and systems I use for that client to perform the tasks they require. Finally I have blank papers for note taking.

Each time the phone rings I take the binder down and turn to the appropriate clients separator. I then write the date and take notes from our phone call. If they send me an email then I print the email and insert it into the binder. As tasks are completed and instructions taken care of I write beside the date and time that the project was completed.

This system has allowed me to quickly go back and find things at a moment’s notice. It has been a great system for keeping my clients separate and myself organized. However, I am always open to hearing new ideas so please let me know what works for you.