Each year we copy over a few things. Every time someone finds that you need to create a form, put it here. I admit we end up with lots of duplicates as files get copied forward. You have to have some kind of organization now.
Strictly speaking you could argue that the onboarding process and related materials belong in the Processes and Procedures folder. You might potentially have sub-folders for larger or more important vendors. Once you have the process started, you need to educate the people who will be using the new folders.
But choose either here or the graphics folder for source materials so you have only one place to look for that stuff. As a rule these folders are accessed by sales people, admin staff, and the service manager.
As far as implementation goes, you need to just begin organizing. But disc space is cheap and I consider that just another layer of backup.
Includes letterhead and fax forms for Word, credit card forms, and so forth. Prospects are obviously that. Oldprospects, and current clients. You might also store some source materials here.
Most of the prospect documents are either a quote or a report we did as part of the prospecting. There are some things that end up as read-only documents for employees such as forms. Additional Notes Notice that last line.
If you do that, you need to move the folder to this location when they become a client. Note that you also have personnel information here.Autotask, Kaseya, and SolarWinds N-able have all recently announced RMM/PSA product bundles reminiscent of the ConnectWise Business Suite that first reached market six years ago.
If that has CEO Arnie Bellini hearing competitive footsteps, though, he does a good job of hiding it. “It’s good to see them do that,” he says.
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