How to run a well organised business

Have you just started your own Business and found yourself searching frantically through endless emails, files, folders, and anywhere else that important information might be? Or maybe you have been in business for a while now and it’s time to improve your workflows and organisation

I couldn’t imagine how many emails, calls, WhatsApp messages and texts I receive from so many different people every day and I’m often asked how do I keep up and not go crazy 😜

So this week I thought I would share with you tools I use to keep control of my business processes and manage clients. The answer being:

• Dubsado

• Google Drive

Now there are many other tools I use like Canva, Zoom, etc which all play a part of operating my business every day. But the number one is Dubsado!

I could discuss Dubsado all day long but today I will just cover the main features I use Dubsado to help organise my business.

• Client Management storing all of their personal and business information

• All proposals and invoices including invoice reminders

• Email templates

• Automated workflows

• Client Portals

• Income & profit and loss reports

• Automated workflows

• Intake forms

• Contracts

• Scheduling appointments

• Time tracking

Obviously Dubsado covers the majority of my business management needs.

The good news is Dubsado is FREE until you have reached over 3 clients, for new business owners this is great, it gives you time to organise yourself and get used to how it works and what forms etc you may need in there.

Once you hit over 3 clients you are looking at 35 USD per month and 350 USD per year. Don’t let the price scare you too much, coming from someone who can definitely say they have tried the majority of similar programmes out there, I always came back to Dubsado. It is worth every cent and your clients really notice the difference and I constantly receive great feedback on my system.

Below is a snapshot of my Google Drive

Google Drive

This is a great easy to use tool to store

folders with forms, training documents,

spreadsheets, in specific I use Google Drive to keep my:

• All training documents for clients to use for updating there websites etc

• Logo Design Master Template folder and multiple sub folders

• Brand Folders with all completed clients brand files and documents

• Current jobs Folder where I save any documents, notes and images that are relevant right now

• My service documents, price guides, proposals, portfolios

• Password keepers

It's super important to keep your Google Drive tidy by constantly deleting anything that isn’t needed anymore or moving it to the correct folder

*Tip

Always label your documents clearly! This will save you so much time trust me!

If you have any questions about Dubsado, or want to ask me any advice at all please feel free to get in touch :)

Oh and In Case you didn’t know if you sign as a Cc Member you’ll receive unlimited access to my business printable, form templates, mini courses and more! These resources are great all for new and existing business owners. Click here to join the Cc Community now .