How to Organizae Follow-Ups Archives - QuickBooks Training by Shor Solutions https://shorsolutions.com/tag/how-to-organizae-follow-ups/ Arizona QuickBooks Training Fri, 08 Dec 2017 22:24:33 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 https://shorsolutions.com/wp-content/uploads/2019/07/cropped-SS_Logo-01-1-32x32.jpg How to Organizae Follow-Ups Archives - QuickBooks Training by Shor Solutions https://shorsolutions.com/tag/how-to-organizae-follow-ups/ 32 32 99106209 Filing System for Managing Followups https://shorsolutions.com/tested-file-system-for-managing-followups/?utm_source=rss&utm_medium=rss&utm_campaign=tested-file-system-for-managing-followups Mon, 21 Mar 2016 21:28:41 +0000 https://shorsolutions.com/?p=2851 I learned this follow-up system from my uncle over 40 years ago and I have been using it ever since.  I worked with my uncle in a fast-paced, multi-million dollar business, where good follow-up was essential.  Now as I work for myself as a QuickBooks and Quicken trainer, teaching individuals and businesses to use this…

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]]> I learned this follow-up system from my uncle over 40 years ago and I have been using it ever since.  I worked with my uncle in a fast-paced, multi-million dollar business, where good follow-up was essential.  Now as I work for myself as a QuickBooks and Quicken trainer, teaching individuals and businesses to use this effective bookkeeping software, follow-up is just as important.

In today’s digital world, there are plenty of good electronic tools for follow-up.  Many people, use the Calendar and Tasks features, which are components of their email program, to list their appointments and things-to-do.  The file system that is featured in this video, is a supplement to the Calendar and Task features that you and I use on our computers and cell phones.

To set up this file system, you will need 16 hanging file folders and 16 manila or colored file folders that will sit in the hanging file folders.  You may want to put tabs on each hanging file folder, and for that you will need 16 tabs with paper inserts.

I hope you find this system to be very helpful in getting things done on time and following up with others.

Ben Shor

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