File Organization Kit

File Organization Kit

$ 25.00



Stop wasting your valuable time looking for files!

Imagine a time where you have a logical, organized marketing directory where files and the most recent information can be found quickly and easily. I have developed such a system nearly a decade ago that I have since adapted at two other firms.

What you’ll learn:

  1. Why you should care about your marketing file directory.
  2. Items to consider before creating the directory and moving files and folders.
  3. The 7 steps to create and GO LIVE with your beautifully organized directory.
  4. Best practices for naming files.
  5. BONUS: My simplified CRM tool: The Proposal Log-In system. Hint: It is in Excel so any firm can afford this. It is also a great resource to help you find and archive proposals as well as calculate hit rates.

What you’ll get:

  1. End Your File Frustration Forever eBook where I walk you through step-by-step on how to develop your Marketing File Directory and Proposal Log-In System.
  2. File Directory Planning Worksheet
  3. Sample Marketing Directory List
  4. Done-For-You Marketing Directory List
  5. Sample Proposal Log-In Worksheet
  6. Done-For-You Proposal Log-In Excel Worksheet



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