This week I completed a big load of admin and part of that process was setting up new client files. WE LOVE NEW CLIENT FILES!!
It took me back to some very valuable advice I got from my coach in the early days and that was to always treat client files with love. Of course I have taken that to its extreme but when I’m getting files set up I always finish with a great sense of accomplishment and joy which I believe contributes to the great results we get together.
Things to remember about setting up client files:
Always have a big pile of empty files ready to go. This gives the Universe the message that you are ready and waiting for clients and can handle the task.
Just before Christmas I made up a big pile of files and put them under a pretty sign that says: ”New Client Files Waiting to be Filled”. When I looked at it even I thought it was a very ambitious pile but I’m pleased to report it is empty as we speak and I’m due to print off a whole new bundle.
The Blank Files have the following:
1. A check list that I work through ticking the boxes as I set the client up in my system. (We lurve check lists)
2. A sheet I use to record their calls and their payments.
Make Your Files Special
I use coloured folders and I match the colour to the person.
* Red – Highly PassionateUsually the file that comes off the top of the pile matches the person exactly.
* Yellow – Bright and Sunny
* Green – Heart Based
* Blue – Communicators and Talkers!
* Purple – Spiritual
Needless to say they get a little label printed out on my favourite piece of office equipment and once all the tasks in the set up process are complete they go into the filing cabinet with my other files.
This might seem a little over the top to many, but I feel my filing cabinet is the receptacle of peoples dreams and aspirations and I feel they deserve to be treated in a very special & loving manner.
What is your policy on staff files?
