MY TOP 5 TOOLS THAT HELP ME STAY ORGANIZED
As you probably know, there are a lot of different tools out there that can assist you in your business.
If you’re not careful, you can easily download too many apps and quickly become overwhelmed instead of feeling more productive.
After several years in my own business, I’ve tried and tested A LOT of different tools and apps. And I have to say, keeping things simple is what helps me the most.
So without further ado, I’d like to share with you my top tools and apps that help me stay organized in business.
These are not the only tools I use (as you can imagine), but these are specifically for organizational purposes.
1. G SUITE
I’m willing to bet you’ve heard of G Suite, but if you’re not using it, you are missing out. It’s basically Gmail, Google Docs, Google Calendar, and Google Drive for your business.
You may already be using the free Gmail account, but with G Suite you also get a professional business email address for only $8 a month.
Aside from the business email, what I love about G Suite is the Google calendar. It’s by far the number one reason why I stay so organized and get all my tasks done.
I love colour coding my tasks and events because well, it’s more fun that way. And I really love how I can view my calendar both from my laptop and mobile phone. It lets me set reminders and create different types of calendars, such as business and personal.
Plus, I love how easy it is to create documents using Google Docs and share them with others!
2. MILANOTE
I’ve already written a separate post about why I love Milanote but it’s worth mentioning here again. It’s that great! For the past few months, this is how I start my day. I first open my Google calendar to see what I have scheduled for the day, then I check my emails and review my Milanote boards.
I’ve created many different boards there and some of them include my business and personal goals. That ensures I get a daily reminder to stay on track.
I also have boards dedicated to my marketing campaigns and workflows for when I book a client. Each client gets their own board with a shoot plan too :)
It’s just been a fantastic tool to keep everything in one place!
3. HONEYBOOK
Honeybook has been an instrumental tool in my workflow for years. I use it every time I book a new client. I set up a profile for them there and keep important documents in one place.
It allows you to create contracts from templates that can be signed electronically which is amazing. It also allows you to create invoices and take direct payments.
It’s a wonderful way to keep track of the progress you’re making with each client and you get to mark off each stage as you go.
5. ACUITY SCHEDULING
This is how I schedule all of my discovery calls with clients and it works like a charm.
Before I knew any better, I’d just set up calls over email, which was such a time-waster. All that going back and forth until both parties agreed on a time slot was ridiculous. Now I just set up my link to show the times I’m available and clients can pick what suits them.
We both get an email notification and we’re set to go. It can even automatically input the appointment in your Google calendar for you. Double win!
It also comes with a mobile app which I find really helpful because I love getting a notification when someone books a meeting with me.
5. DROPBOX
And finally, this is another tool (aside from Google Drive) that helps me keep certain files on cloud storage that are easily shareable.
Anytime I create a free PDF for my audience, I upload it to Dropbox and create a link to that file. Then I share that link with people, so they can easily download the file themselves.
Disclosure: Some of the links used in this article are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.