Use Your Name When Sending Documents To A Client

If you look inside your attachments folder or repository, chances are good that you’ll see a handful of documents and spreadsheets with your company’s name.  They were sent to you by people from other companies. I still don’t quite understand that. Remember to put your client first.  When you send a document, it seems counterintuitive to put your name on the document, but your client already has a folder full of documents with their name.  If it makes sense, use both names, but get yours in there.   At the very least, your client can then sort or search for your name when they’re looking for something. And isn’t the object of all of this to make things easier for your client?

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