Organization + Systems
INSIDE LOOK: The Tools I Use to Be More Productive In My Business
September 15, 2023.png)
Hey, there! As of March 2023, HoneyBook has rebranded, which means they are updating a lot of terms and phrases we frequently use throughout our blog posts. That doesn’t change anything below; it just means you’ll see some different terminology from us moving forward. For more details, we have a breakdown of the changes in this blog!
If you're feeling unproductive in your business, it can feel like everything is going against you. Emails are piling up, you don't know where to find anything, and your to-do list never gets done. But in reality? Business productivity doesn’t have to be complicated! And, it doesn’t require a ton of tools or software apps. For our clients, we show them how they streamline productivity for virtually every element of their business with just two tools: HoneyBook and ClickUp.
And for our own business? We use the exact. same. ones.
Yes, it’s true!
Check out the video below to get a first-hand look at how we use HoneyBook and ClickUp to keep our business running smoothly so you can be more productive!
Can’t watch right now? No worries! Here’s a breakdown of the tools we use to organize our business and be more productive. (including some of our favorite features).
When you log onto your computer every morning, you need to know what you’re supposed to be working on.
That’s where ClickUp comes in.
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.
Next, most businesses really struggle to onboard clients or manage accounts on their own – which is totally normal.
Think about it: How many times have you had a sales call, and it took forever to get that person onboarded because you needed to find, organize, create, and send all the paperwork for yourself?
That's where HoneyBook comes in.
HoneyBook is a customer relationship management (CRM) tool and 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.
We know there are endless business systems and software out there. And it’s easy to get drawn in and feel like you need one specific tool for every single part of your business.
But what happens when you use different tools for everything? None of them integrate, and you end up managing things manually when they could be automated!
That's why we love ClickUp and HoneyBook — they work together seamlessly and have a ton of functions that make them a one-stop shop for most business needs!
Even though ClickUp and HoneyBook are our favorite children (shh don't tell the others) we do have some other softwares we absolutely couldn't live without.
So it took us a little while to invest in Slack, but once we did we never looked back! Slack keeps both team communication and client communication super organized. You can chat with members individually or create shared, branded channels. For example, Marketing, or System Builds. The best part? Nothing is staying stuck in your inbox or in personal communication like texts or whatsapp.
We use Loom for both internal team communication as well as with our clients. Loom is a screen recording software that makes showing overviews and giving instructions a breeze! Here are some examples of how we use Loom:
Google Suite is where we manage our emails, calendar, and most of our cloud storage. I basically LIVE by my Google Calendar. But the best part? It integrates so nicely into both HoneyBook and ClickUp. Check out the pic below of how I use Google Cal to Time Block my calendar!
Zapier is the magical wand that connects all of our tools together! Zapier is an integrations tool that will automate processes between different softwares. For example, you can use Zapier to link when a sales is made in HoneyBook that it will create a task in your ClickUp Sales Tracker.
We’re always the first to admit that ClickUp and HoneyBook come with a little bit of a learning curve (everything good does, right?).
So, if you want to organize your business faster and want to make sure you're using these tools to the fullest, we have Systems School courses for both ClickUp and HoneyBook!
Our signature courses will teach you everything you need to know about these tools, including how to set them up, how to integrate templates, how to use every feature, and how to use them to grow and scale your business while creating more freedom in your schedule (and life!).
With each course, you’ll get instant access to:
Have questions about Systems School, or wondering which course is right for you? Just reach out to us, and we’ll work together to find the right solution (and systems!) for your biz.
