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The video tutorial shares three ways to collect client data and organize documents using free online tools. The first option is to send a detailed email to inform clients what data and documents are needed, being specific and providing easy-to-understand descriptions. It is important to indicate any specific file types and sizes required, and to mention when to expect a reply. To avoid creating a new email thread, clients should be reminded to reply on the same email. Creating a checklist using Google Sheets can help keep track of the information needed.
