article thumbnail

Five Tech Solutions For Client Retention And Communication For Freelancers

YoungUpstarts

You can rapidly convert documents between PDFs and JPG formats, as well as Office file formats for Word and Excel. Additionally, this program gives you tremendous control over text and image editing, and makes it easier to protect your documents. 3 – Remote Meeting Software.

article thumbnail

Back To Basics: Document Management Best Practices

YoungUpstarts

Here are some tips to better manage your documents: 1. Consistent Naming of Documents. For instance, you can list the type of document first, the client it is intended for as second, the date as third, and the date the file was created last. Granting Access to Documents and File Permissions. Consistent Folder Structures.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Knowledge Retention: How to Protect Your Competitive Advantage

ConversionXL

Knowledge retention is a process for identifying. Knowledge retention isn’t a corporate nicety. Successful knowledge retention programs answer three key questions: What knowledge may be lost? Why knowledge retention matters. Knowledge retention makes information transferrable. This post helps you answer each.

Retention 128
article thumbnail

How AI Can Help Universities Boost Student Performance And Improve Retention

YoungUpstarts

Armed with AI-powered data insights and automated platforms, higher education institutions see a number of benefits, including improving the admissions process, boosting student retention, automating manual tasks, and improving student experience. Machine learning increases students retention.

article thumbnail

7 Key Startup Activities Where Follow-Up Is Critical

Startup Professionals Musings

Serious investors expect founders to have their homework done before the first interaction – documented executive summary, business plan, and financial model. Customer retention. It doesn’t work if you don’t follow up on networking opportunities, networking referrals, and ongoing networking relationships. Investor negotiations.

article thumbnail

Top Entrepreneurs Have Follow-up, Not Ideas Alone

Startup Professionals Musings

Serious investors expect founders to have their homework done before the first interaction – documented executive summary, business plan, and financial model. Customer retention. It doesn’t work if you don’t follow up on networking opportunities, networking referrals, and ongoing networking relationships. Investor negotiations.

article thumbnail

Document Retention Policy: Best Practices for Boards

Board Effect

In a perfect world, your nonprofit will never need to rely on your document retention policy. If your board ever has to face the distressing circumstances of dealing with allegations or litigation, having a document retention policy could save the day. What Is a Documentation Policy?