3 Things You Can Do To Organize Yourself and Your Business

 

It's the beginning of the year and I know you have that urge to do something that makes you feel like you are progressing in life.  Here are 3 things you can do right now to help you inch along!

1. Get your email box in order.  You might be like me and have more than one email address.  If you've been busy and haven't check them thoroughly in a while, it's time to get back on track.  Make it intentional by carving out a few minutes each day to check and clear them out.  You could start out with 10 minutes.  Then, if necessary increase the time. You might find hidden opportunities that have been waiting for you!  You can also create a few additional folders to help you sort through the email quickly.
   
   
2. Organize your files and paperwork.  This will be helpful in both saving you time and headaches! If you are a seasoned business owner, and/or have someone on your team managing your office and files for you, great! But if you are an independent  or just starting out and struggling-- consider this "in the trenches" method of maintaining your information.
   
   The basics of managing files and paperwork is to have a set of folders and bags. The folders can be used to organize contracts and agreements with clients and suppliers. The bags, plastic or paper, can be used to hold receipts and notes or other small items you need to keep up with.
   
   Personally, I think clear, zip locked bags are the best.  You can see what's you have in the bag, and can quickly organize them on the fly.  Then, when it's time to take them to your accountant or tax man or lawyer, you can put them in a shoebox, nicely stacked and keep it moving.  ** Note: For quick copies and image records, don't forget to use your cell phone to take pics!  Those images can be useful if you ever lose anything.  And, They can serve as a quick way of showing inventory of equipment.
   
   
3. Organize your contact list.  You've collected a lot of business cards and telephone numbers.  Now, it's time to do something with them.  You can use a program like  HubSpot or other Customer/Contact Relationship Management (CRM) system to start managing those contacts.  They are great tools to help you keep track of who the person is, why you have the number, and how you can network with them to your advantage.

I hope this was helpful. If you need help, reach out! I offer consulting and support at affordable prices.