Client files- Consider sorting each client file into regular subcategories e.g. contracts, invoices, work
product background info. Etc. use colour or tab position to indicate the differences. Prospects and
client files can be put together as they both require a lot of care and need equal attention. When a
prospect becomes a client, just reattach the label.
Subject files- Includes articles and notes that you use to keep yourself updated in your area of
Spark files- you keep sample brochures, marketing pieces and forms from other businesses collected to
stimulate your own creative juices and business ideas.
Cash receipts, Notes from seminars and courses, financial papers, Business ideas all need to be filed
separately and well labelled for easy access.
Keep only those items that have a strong practical, monetary or sentimental value to you. Sort your
items into groups that make the most sense to you…e.g.
Gardening -tools, seeds, soil etc.
Tools – electrical, plumbing, tiling, painting, adhesives, nails etc.
Clothing- by person, season and size
Sporting- by sport, person and age
Memorabilia- by person, year and event
Those that you do not need, toss, sell or donate