As your business grows, it gets harder and harder to keep up with everything. Your days are no longer filled with creating and strategizing — they are instead spent answering emails, juggling dozens of deadlines, writing an endless to-do list, and...never checking tasks off that list. If only you had more time, right?
Even more frustrating than that, though, is feeling like that’s how it should be. That you have to hustle and grind and work long hours all the time to get everything done. That it’s the norm for business owners who are trying to achieve their goals and keep everything afloat. But we’re here to tell you: It’s not normal. Your business just likely needs some organization!
Does any of that sound familiar? You’re definitely not alone! But when it comes to organizing your business, where do you even start?
Because we know first-hand how overwhelming it can feel, we’ve put together the top things you can do now to get your business organized and get back on track!
Even if you have a project management tool like ClickUp, Asana, Trello, etc., it may not be functioning in a way that sets you up for success. Utilize any free training the company offers and even consider setting up a 1:1 training or demo to learn how to use all the features. In the meantime, declutter your tool by organizing everything into clear categories (or by client!) and placing individual tasks where they belong.
If you don’t have a project management tool yet, it’s typically the best place to start when you’re organizing your business. We can even help you set one up!
Just like your project management tool, your CRM also needs to make things easier, not create more work. Your CRM can be utilized for virtually every part of your business — everything from the initial discovery calls with clients all the way to off-boarding. Make sure you’re automating as many tasks as you can, like emails, scheduling meetings, workflows, and so much more!
Psst! We can also help you navigate HoneyBook (our ultimate go-to CRM) and even set up personalized workflows to get you started.
Digging out of your inbox every day takes up a lot of time — time you would probably like to spend working on something else (or taking a break)! Even if you can’t get down to inbox zero every day, you can make your day-to-day so much easier by creating labels and filters to organize your emails. You can even create ‘canned’ emails, which are templated responses to questions or requests you receive every day. You’ll be amazed at how much time these small changes will save you!
Contracts, pricing guides, templates — there is nothing worse than searching for a file you know you put somewhere… but you just don’t know where that somewhere is. Our challenge for you: Schedule 45 minutes to create categorized folders for all of your documents. Once everything is in a good place, take 10-15 minutes each week to clean up any new downloads or documents you’ve accumulated in the past few days!
Taking time out of your day to come up with an on-the-spot Instagram post keeps you from tackling everything else that’s on your to-do list. It’s also not an effective way to scale your business. But with a content plan in place, you can write and schedule your social posts weeks in advance, so you don’t even have to worry about it. If you think that will take a long time, we have a handful of tips for creating six weeks of social media content in just one hour (yes, really!).
Truth is, business owners aren’t meant to do everything by themselves, especially when it comes to things beyond their area of expertise. That’s when you tap into resources, products, and people who specialize in business organization and can help you get back on track (hint, hint). So, when you’re ready to organize your business, here are some great places to start:
DAILY CHALLENGE:
Take 45 minutes each day to organize one aspect of your business. Start with the list above and work your way down!
SYSTEMS SETUP BUNDLE:
If you don’t have any tools or systems in place yet, we always recommend starting with a project management system as the first step. Our go-to is ClickUp, and we have an entire system setup bundle that comes with templates, checklists, video tutorials, and detailed instructions for getting it up and running for your business! Get yours now!
Sometimes you just need someone to step in and do the work for you. That’s why we call on experts, after all! That’s also why we offer Done-For-You Solutions, where our team sets everything up for you (either a project management system, CRM, or both!), trains your team on how to use it, then offers ongoing support to make sure it’s working for you.
If you’re still not sure where or how to start, that’s ok! Just reach out to me, tell us what your challenges are, and together we’ll find a solution that works for you!
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