Minimalist Entrepreneur in 5 Easy Steps
Running a business can be draining in ways you never thought possible. That’s why it’s so important to build a strong foundation for your business. So what does that mean? It means creating backend systems that may or may not be client-facing to get your process organized.
Some questions you may ask yourself to figure out the types of applications you will need are:
How will I track my client work and progress?
Where will I store my client documents?
How will my clients book meetings with me?
Where will I invoice and process payments to make it easy?
Once you have a better idea of what the process will look like, you can choose the applications you will need. Having these systems in place will simplify and streamline your processes, it’s the quickest and easiest way to increase focus and productivity, resulting in more time spent doing the things that matter and will also make your clients oh so happy - giving them the best experience working with you.
“Sometimes, less is more” - William Shakespeare
I want to show you 5 things you can do TODAY to improve your current process.
Step 1- Create and utilize a simple folder system to organize your cloud-based documents.
Start by reviewing all your documents and asking yourself what kind of folders you think you’ll need.
Do I have client work that needs separating? Bookkeeping items? Social media content?
Here’s an example of the main folders you would create:
Client Work
Administrative
Social Media
Photos
If you’re interested in a more in-depth version of how to organize your folders in Google Drive, check out my brand new course HERE.
Step 2- Use a Project Management tool
These applications are important if you want to organize, track, and manage your and your team's work quickly. You can assign work, set deadlines, and have an overall view of projects in an easy-to-use application.
I enjoy Asana. It’s user-friendly and easily keeps my team and me on track. It is communicable and actionable, letting me know who’s doing what and by when. I can track progress and keep all my projects organized and divided into bite-size tasks.
It increases accountability, sets clear goals and helps us achieve our deadlines!
Step 3- Set up an Online Scheduler instead of manually booking all your appointments.
Setting up an online scheduler makes clients feel like they’re getting that white-glove experience while leaving you in control of your schedule. It’s shown to reduce empty appointment slots, increase clientele, and drastically reduce the amount of time spent on administrative duties. Everybody has different schedules, but an online scheduler, allows your clients to book their appointment on their own time, 24/7.
Online schedulers can do MANY things and have many features at a low cost or even free, such as:
Clients can book their meetings based on their availability, without the need for back and forth messages
Fill out a lead capture form or questionnaire so you can understand exactly how you can support them
You can set up payment processors for paid meetings
Automatically send a zoom or google hangouts link in their meeting invitation.
+More.
All without you lifting a finger 👆🏻
Who knew automation could be so easy!
Step 4- Use a Client Relationship Management Application (CRM)
There are many benefits of a CRM and it can be automated or done manually, saving you so much time! Here are just a few things you can automate::
Proposal
Invoices
Contracts
Meetings
Emails
Many of my clients have chosen to use Dubsado. It can be a little bit overwhelming to get started, but once you’re all set up, it’s not only a huge time-saver but the consistency, flow, and beauty of your interactions with clients is a wow factor.
There are too many features in Dubsado to go into detail about in this post but at the top of my list is:
Strategic workflows
Lead Management
Simple scheduling
Custom Branding for Form Design
Canned Emails
Auto-invoicing
There are so many options for Client Relation Management out there, and if you’re unsure which is best for your business, please feel free to reach out to me, and I can take a look at your business needs and goals and together we can decide which software is best for you.
If you’re interested in purchasing Dubsado, use my discount code HERE and use code: egger2022 for additional discounts.
Step 5-Organize your emails and create shortcuts within your emailing service with Labels
Trying to keep up with all the non-stop incoming messages, responses, spam, reminders, appointments, clients, and vendors is a full-time job.
There is a way to streamline your emails, create a system and reduce the overwhelm when reviewing your inbox.
I bet you are wondering how to get started… I have 20,000 emails and a huge desire to get them organized, but ZERO time!
First of all - I know! Life is crazy, your business is booming, and no one wants to spend time doing something they find annoying, distracting, or simply taking you away from doing the tasks you enjoy or NEED to complete. BUT… there is something inside you telling you that you can’t continue this way!
Check out this awesome, step-by-step course WITH quick instructional video to learn the best and most efficient way to organize your Gmail. CLICK HERE NOW!
Follow me on Instagram HERE to find more productivity hacks, efficiency and process improvement tips and tricks.
The above is just an example of some of the things I teach in my new course that shows you how to streamline your business using Google. Every lesson has an accompanying how-to video to follow along with. It’s low-cost, thorough, and well worth the small investment as it will save you so much admin time, and get everything organized so you can increase your focus and reduce your overwhelm.
Want to LEARN MORE about the full Google course “How to Streamline your Business using Google” CLICK HERE.
Need an expert to take a look at your business’s backend systems to increase efficiency and productivity? Book a Client Experience Mapping Sessions:
90-minute video call
Map out processes through a process map Example
Set up an implementation plan & action log
Receive how-to manuals
Implementation
CLICK HERE for more info or to book now!
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