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in this video i am going to share three ways to collect client data as well as organize gathered documents using free online tools first option is to send an email to inform the client what data and documents we need from them for example we can use gmail to send a message be specific on what data needed and provide easy to understand descriptions of the documents required from them if there is a need for a particular type of file and size then that must also be indicated in the email remember that gmail allows clients to send up to 25 megabytes in attachments be able to include when to expect to reply to avoid creating a new thread of email it is advisable to inform the client to reply on the same email with this it will be easier to locate their messages that will also remove the chance of their email going to the spam folder while waiting for the response create a checklist of what we are asking from the clients for example use google sheets to create a table enter the needed items
