It’s a situation most business owners find themselves in: Your business is growing, and you finally have a steady influx of clients and customers. And even though everything is going great on the outside, everything on the inside is...a mess.
Your projects and to-do lists are scattered. You’re not sure which projects take priority. You spend most days trying to dig out of your inbox. You don’t know what you need to do or post or create on any given day, and things are getting lost.
In other words? You need to organize your business. And you need to do it fast.
In the video below, we walk you through the process of how to get your business organized — the DaSilva way. (And if you can’t watch now, we also wrote out the details below!)
First thing’s first, you should audit your current business and any taped-together processes you have in place. That means digging deep to uncover what’s working and what’s not. At DaSilva life, the audit begins with answering the following questions:
Through this exploration phase, you’ll have a clearer understanding of what exactly needs to be fixed and organized. Then, it’s time to get to work!
Now that you know what’s needed, it’s time to bring everything to life through different tools! That means creating processes for every part of your business — emails, monthly tasks, projects, file organization, content creation, and so much more. And we do it with the help of two powerful tools that we know inside and out: ClickUp and HoneyBook.
First, for the most basic organization, we get clients started with ClickUp, which is a project management tool (and we suggest the same for you!). With ClickUp — and our ClickUp templates — you can manage all your projects, to-dos, and files all in one place. That way, nothing gets lost in your inbox, notebooks, planners, calendars, sticky notes, and wherever else you try to stay on top of everything.
The other tool we use for clients, HoneyBook, is a customer relationship management (CRM) tool. This is the go-to solution for all client-related tasks, including:
The best part? Most of these tasks can be completely automated, giving you tons of time back in your day to focus on what you do best — actually growing your business.
Now that you know our more in-depth process for how to organize your business, it’s time to grow that knowledge even more. In our newly launched YouTube channel, we’ll be talking and sharing all things business organization, including in-depth breakdowns of workflows, processes, systems, and so much more.
Be sure to subscribe to our channel, so you don’t miss out! We can’t wait to share what’s in store!
