When running a business, if you’re are not on your A game with being organized, it’s almost impossible to feel productive. And trust me when I say I am by far one of the least organized business owners if I am truly being honest. However, after running this business for almost six years now (February 21st will be exactly six years) I can say I have learned way to much along the way and I think this episode will help you bypass all the unnecessary steps I took.
First, let’s dive into my organizational hacks. I think the top on my list is google chrome bookmark folders, and the slight second would be Google’s password manager. Seriously because I use so many tools the amount of passwords I would have to remember is crazy. No thanks.
Google Chrome bookmark folders can create little folders at the top of your browser under the address bar. Then you have the ability to customize each folder and title it whatever you want. Then inside each folder, you can have your bookmark websites that acts as a dropdown, and you select it, and it opens right up. I have mine dived based kind of on subject.
Now let’s get into some tools.
These are not going to be in any fancy order. It’s just going to be whatever pops into my head first.
I use Honeybook, but another popular one is Dubsado, 17 Hats, and there are others out there as well. I think this tool comes to mind first because it serves its purpose as both a business tool and an organizational tool because if you work with clients, a client management tool organizes most of your projects all in one place.
For me, Honeybook houses my contact form for my website, followed by all my packages and pricing, my contracts, and when I communicate with new leads, it all is done right inside honey books. I also have all my financial information for tax purposes as well as I have the ability to select how the lead came in, if they booked or didn’t, why or why not ext…. Which is helpful if reaching is your thing and you one to see how you can improve.
This leads me to the last reason why I love a client management tool and that’s for a great client experience. If you’re organized, potential clients will see that, and this helps them feel better about trusting you and knowing if you’re the right fit for them.
I’m not going to get into which CM is the best because that would be an entire episode, but having one is going to be way better than none at all.
Again, this one comes to mind the most because it also is about staying organized. I work with all my clients inside Asana and I love it because everything for the project is all inside one spot and I have full control to design my workspace into the cards (areas) I want. There is no need to go back and forth between emails and search for something.
Why am I groping these all together? Because they are all creative tools, but each does something different in my business. For example, Canva is my go-to for social media post creation, removing a background image, and creating brand and mood boards. Photoshop and Lightroom for pictures, of course, but I also use Photoshop for Mockups and design. Last is jpeg mini, and I use that to save space on my computer and drives and run it on all client’s images before uploading them onto their website to help with site speed.
By far I have found these two shop options to be the best combination for anyone who wants to sell products, courses, and memberships. You can also use Thrive Cart for both products and a place to host your courses, which is a one-time fee. No monthly fees! Which is super nice because we know all those fees start to add up.
I am by far the worst speller in the world; okay, probably not the worst, but I am not great at all. So I write everything inside Grammarly first (well, not everything), but I do for most things. For simple emails or a chat with a client, I don’t, but for any website writing, I do!
And there you have it, my top organizing tools and tricks.
February 14, 2023