In today’s #TechChat I talked about why manually scheduling your clients is a time suck. We have all been there. Taking calls in the middle of a grocery store. Playing phone tag for weeks. Missing out on opportunities. There is a better way.
The best way to schedule clients is to put in some type of automated system. Some of the main points in the video are:
Stop playing phone tag. Now know when you will be meeting with a client or receiving a call.
Be prepared. When you know in advance when you will be meeting with a client or potential client you can have your research done and be better informed when you do meet.
Never miss an opportunity. Always be available to take appointments without being physically available. By that I mean you can be sleep or on vacation and potential clients will still be able to schedule time to meet with you that is convenient for the both of you.
If you struggle with this and have no system what so ever to schedule clients then I invite you to my Automate to Dominate Pilot group training. You can find out more at bit.ly/atdpilot.
This week’s replay asks if your business can run without you. Being a business owner comes with responsibility but you don’t have to be a slave to them. Automation can be a big help in freeing up your time and energy as a business owner. If you are interested in seeing the Get Automated Webinar that is mentioned in this video you can find that here. It’s FREE for a limited time!
In this video I share with you my process for transferring my written notes into my digital filing system. I use Evernote, but this can work with any note taking app or software. Listen in and let me know your thoughts and what you use currently to marry digital with paper.
Set aside 1 to 2 hours. Especially if you have a large load of notes.
I took a photo of the notebook
Scanned the pages
Tear up and toss the scrap of paper or file the notebook.
To maintain – schedule time weekly to keep up to date and not get a backlog of notes to scan and have to devote hours.
Helped me remember things I had written long ago.
A great way to review how far you’ve come and what you have accomplished. (You don’t have to wait until the end of the year!)
Helps keep you motivated and creativity flowing.
Choose Your Route
Scan to a generic notebooks, then organize where it goes later. You just need to make sure that you schedule the follow up.
Scan where it goes to from the start. This takes longer so you will need to schedule the necessary time and you may need to break it into sessions.
Want to learn how to use Evernote like a pro? Enroll in my Evernote Course now!
In this video I talk about why business automation is important, why you should be thinking about that whether you are a seasoned business owner or whether you’re just starting out in business or in the entrepreneurial world, or you’re thinking about a business. I think it’s always a good thing to be ahead of the curve, and to think about what pieces you’ll need even before you get there.
Summary of Video:
What do I mean about automating your business:
Having systems in place, whether that’s software apps or people in place, that get work done in your business without your input.
Whether you are there or not, your business still runs.
Your newsletter still goes out,
Your sales funnel still works right along.
That means your blog post still goes up.
Whether you’re there or not, you have systems in place.
Why this is important?
Because you really want to be a business owner, not just an owner of a job. I’m pretty sure no one really went into business just to create a job for themselves. You probably went into business not only to help others, but to create freedom, whether that’s freedom to spend time with your kids and family, or freedom to travel, but you didn’t get into business solely to have a job for yourself and to be working like you’re an employee to yourself. It’s really important to have systems in place to automate, so that you can step away from your business.
I’m a solopreneur myself, and I know how it is to be everything in your business, but that’s why I have put systems in place to run my business when I’m not there. So, I took a little mini vacay last week, and all my things went out as normal like I was still there because of these systems in place. So, that is the most important reason why you want to be automated. You want to be able to step away, to do things, and your business still runs, your business still makes money even when you are not actively involved in the day-to-day, or in every single aspect.
Focus on what you do best.
No matter what you do, what your business title is, you can focus on what you’re good at in that particular business. Instead of the minute little things that a VA can take care of, or the details, you can focus on what you’re good at to bring in more money, to bring in more clientele, to service your clients. By having your business automated in key areas, you are free to focus on that one thing, and really concentrate on that instead of the backend of your business, the admin stuff of your business.
For more ways you can automate your business and what tools to use visit http://www.organizingguru.com/getautomated. This is the Get Automated Webinar 2017 talked about in the video and the replay and worksheets are still available. Don’t let this year pass you by and your business is still not automated. Click the button below to get automated!
Are you ready for the New Year? More importantly is your business ready? Now is the time to organize your business, update files and put in place systems and processes (or update the ones you have already). In this week’s #TechChat I go over what I do at the end of the year and give you some great pointers on what you can be doing too.
Some great end of year things to do are:
Reflect on what went well in business, what didn’t go well, and what can be better next year.
Purge through your files (Digital and Physical)
Create file folders for the upcoming year.
Prepare for tax filings.
Purge your email list, emails and social media accounts.
Setup your content or plan your content for the next quarter.
Fill out your planner or calendar with all the events and items you know about already for the upcoming year.
#TechChat’s are weekly trainings in the Digitally You with Samantha Facebook Community designed to help entrepreneurs & small business owners learn new ways to be productive in business, how to use the latest apps and organization tips.
Before you hire a web designer, make sure you know what questions you need to be asking and what are your rights. I hate to hear when someone doesn’t have their passwords to their own site. It shouldn’t be that way. Listen in as I break down what you should be asking and what you should have when you hire a web designer.