I’m not going to lie; I have tried every program & tool to organize my business and I *think* I have FINALLY found the perfect combination!
The programs I use to organize my business are:
Calendly – I use this to schedule all phone/zoom meetings and consultations! I have it embedded into my website so people can book a free strategy call, or I will create an appointment and send a link to customers.
iCal– I have calendly integrated with my iCal calendar so if something pops up (whether personal or business related) I can block off the time that I am busy, and it will automatically block it on my website so that I don’t accidentally have someone book a time that I am not available.
Planoly*- This is the program I use to plan out and schedule my social media. I love being able to upload all my photos and add my captions then just drag and drop to schedule my week. My favorite part is having all my hashtag groups saved and can be added with a click of a button!
Asana– This is what I use to plan ALL my content. I have different lists for various things such as blog posts, content planning (social media), e-mail marketing and client projects. This is where I type all my captions for social media posts and blog titles then I can schedule them on my calendar ahead of time, so I know what I want/need to do!
Dubsado– My CRM system that I use for everything from contracts, questionnaires, design proofs & invoicing! I’ll do a more in-depth post soon about all the features that Dubsado keeps me sane and organized!
Notes App– Yup, just the notes app on my iphone that comes automatically installed! I actually use this for so many things in life but I especially use it for my business for jotting down ideas that I have. A lot of times I will randomly think of a good topic for a blog post, or a social media post and I just type it in and some things I want to cover. Since it automatically syncs to my computer, I can just open the app there and copy/paste into a document to elaborate, edit and schedule it!
That’s all! These are my favorite tools to keep everything I do organized daily. It has helped so much to nail down a system that works for me and allows me to prioritize my time management.
What systems work for you?
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