/ Organize Thy Self

/ / / /

CLEANSE THY SELF

GET THEE STRUCTURE

SUPERCHARGE THINE EMAIL

Q & A

/ Cleanse Thy Self

ORGANIZATION BEGINS WITH YOUR WORKSPACE!

COLOUR CODE… & KEEP IT CONSISTENT

PERSONAL

ADMIN

CLIENT #1

ARCHIVE

CLIENT #2 / Calendar(s) File Folders Asana Project Folders Etc.

DON’T HAVE A DRYBOARD CALENDAR? GET ONE

/ Keep it simple…

Deadlines & Key Dates ONLY!!!

ORGANIZE YOUR FILES!!!!!!!!!!!!!!!!!!!

ORGANIZE YOUR FILES!!!!!!!!!!!!!!!!!!!

ORGANIZE YOUR FILES!!!!!!!!!!!!!!!!!!!

ORGANIZE YOUR FILES!!!!!!!!!!!!!!!!!!!

ORGANIZE YOUR FILES!!!!!!!!!!!!!!!!!!!

/ Headshot Professional Bio CV / Client List Rate Card Logo Files Invoice Template Receipt Template SOW Template

ADMIN FOLDER / CLIENT FOLDERS Invoices SOW / Contract Organize everything into sub-folders

/ ARCHIVE PAST PROJECTS!

/ RECAP Clean Your Workspace & Stock It With What You Need

Colour Code… & Keep it Consistent!!!

Use a Whiteboard Calendar to Visualize Your Schedule

Organize Your Files

Have an Administrative Folder

Archive Past Projects to Keep Away Digital Clutter

/ Get Thee Structure

OPTIMIZE YOUR CALENDAR… & BE REALISTIC ABOUT YOUR TIME

MAKE TIME FOR ADMIN STUFF!

/ Priorities for the Day

Non-Client Emails

Invoicing & Reminders

Source New Clients

Social Media

DAILY / WEEKLY Evaluate

Update

Archive & Trash

Identify Weekly Priorities

DON’T DROWN IN TO-DO LISTS… KEEP IT SIMPLE

/ Top 5 Priorities for the day

DAILY

/ WEEKLY Top 5 Priorities for the week

/ RECAP Be Realistic With Your Time!

Schedule Time for Building Your Business

Don’t Neglect Making Time for YOU!

Create Colour Coded Calendars for Personal, Admin & Clients

Set Calendar Reminders

Simplify Your To-Do Lists – Prioritize 5 Top Daily & Weekly Tasks

/ Supercharge Thine Email

CLEAR THE CLUTTER

Rollup your newsletter subscription – and easily unsubscribe!

CLEAR THE CLUTTER

Create folders and organize your emails the moment you’ve resolved them! Colour-code your files and archive past projects!

CLEAR THE CLUTTER

Use your stars efficiently – Assign importance and keep them to a minimum (noone wants to click through 50 stars)

! ? i

IMPORTANT

URGENT

QUESTIONS

INFO

CLEAR THE CLUTTER

Don’t juggle multiple emails – Have everything come to one place!

STEP IT UP WITH ADVANCED TOOLS

STEP IT UP WITH ADVANCED TOOLS

GET SORTD… THE APP

GET CREEPY FOR FREE WITH HUBSPOT

Track your emails to make sure they land and keep on top of your follow-ups!

SCHEDULE YOUR EMAILS

Schedule your emails to send out during your “office hours”

SCHEDULE YOUR EMAILS

Don’t lose track of follow-ups! Schedule reminders that will pop that email to the top of your inbox.

STREAMLINE HOW YOU SCHEDULE MEETINGS

/ RECAP Use Unroll.me to keep newsletters out of your inbox

Create folders to organize your emails & archive past projects

Use stars and assign meaning to max. 4

Route all your other emails to one inbox!

Create email templates for common responses

Set for maximum time to cancel an email

Organize your inbox with Sortd

Use Hubspot to track, schedule and set reminders

Include your availability in your email to set up meetings

Less is More… Keep it Simple!