Business Digital Filing Cabinet Checklist

Get a doable, simple path to getting your business files totally organized.

There’s a lot of them—right? This will look different for everyone, but my folder filing system looks something like this. This is INTENSE at first glance, I know, but once you set it all up, you’re golden.

From client work to marketing imagery files, ideas (#alltheideas, in fact) to personal life files, this is the organization system I use to keep my business ship shape, and keep client work at my fingertips.

What's included: 

  • Instant access to the 10-page digital download
  • A briefing on business filing 101 for creatives, plus the 3 levels of filing you need to set up first
  • A full list of what you need, so you don't have to worry about using the wrong tool as we get started—I'll tell you what software and external hard drives I recommend you use!
  • A how-to on the 5-level filing system, broken out folder-by-folder from client/customer files to marketing, finances to archived files—you'll have a trim, neat, organized biz filing workflow after you put these folders in place!



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