[PODCAST] 235: Organizing Your Business Papers - Part 2
Lisa Woodruff from Organize365.com discusses setting up a "Friday Business Box" to organize your business papers and what each file in the box represents.
LISTEN: Audio (only) Podcast
WATCH: Video Version
Watch or Listen to Part 1 of this Podcast: CLICK HERE
1:50 Questions to answer when starting to set up an office system
3:33 High level categorization and where to start
4:30 The holding container for Lisa’s active files
4:57 The active files: New Leads, Royalty/Active, Team & Personal Development and Financial/Administrative or Repetitive
5:50 What goes in the Leads file?
7:10 How to know what happens next with the leads files?
8:15 When does an item leave the Leads file?
11:25 What goes into the Royalty/Active file?
13:44 What to do on Friday’s with the Royalty file
15:20 How Lisa coordinates without her to-do list
16:45 What is the big thing to do on Friday’s with the Royalty folder
Lisa's Website: www.Organize365.com