Being a business owner often means wearing many different hats. You do the marketing, managing, financing, and more. This means you have a lot on your plate that you need to keep track of! 

There are many online tools business owners can use to help them stay organized. Utilizing these tools to help create more efficient business processes, while also helping your mental sanity as you juggle all the things you have to do!

TASK MANAGEMENT PLATFORM

Every business owner quickly finds out that their pen and paper to-do list quickly gets out of hand. If you have twenty different lists around your desks with all the tasks you have to do and seem to always be letting to-do’s slip, then you need a task management platform.

Are you a service-based business? This makes a task management platform even more important because on top of your typical business functions, you are working to provide valuable services.

Some great task management platforms include Asana, Trello, and ClickUp. Using one of these websites may help transform the efficiency of your business and will give you peace of mind with your to-do list.

CLIENT RELATIONSHIP MANAGEMENT PLATFORM

Working with clients is one of my favorite parts of my business. However, it can get tricky and confusing dealing with clients if you do not have a proper client relationship management platform. Some tried and true platforms include Dubsado, Honeybook, and 17Hats. 

From invoices to contracts to workflow automation, a well-rounded client relationship management platform can save you so much time. Implementing one of these platforms into your business will help keep your clients happy and your process streamlined.

SOCIAL MEDIA SCHEDULER

Content creation is an important part of any business, especially if you are looking to gain new clients and customers. Scheduling content in advance is the way to go and using a scheduler can really help you stay ahead of the game.

Some schedulers even autopublish for you making things even easier. To step up your content creation game, utilize a social media scheduler like Later, Planoly, or the Facebook Creator Studio.

FILING SYSTEM

If your business has you working with a lot of files, they need to stay organized for the sake of your mental sanity and for ease of business. 2 trusted cloud filing systems include Dropbox and Google Drive.

Some prefer sticking to their desktop folders, but having things in the cloud or on a platform saved helps me free up space on my desktop and keeps my filing system simple.

EXPENSE TRACKING TOOL

You gotta spend money to make money, but you also need to keep track of where all of that money is going. Investing in an expense tracking tool, like Quickbooks, Freshbooks or Gusto is so helpful come tax time. Plus, keeping an up to date budget is also super useful to ensure you are not overspending.

Your business does not have to be overwhelming. With the proper tools and systems in place, your business process can run smoothly! If you are thinking, “wow, this all sounds great but I think I need someone else to help me,” then hop on over to my services page and see if hiring a virtual assistant is right for you!