Grab this Quickstart Guide to start using Dubsado or Honeybook today.
A podcast where you join me (Colie) as I chat about what it takes to grow a sustainable + profitable business.
CRM Guru, Family Filmmaker, and Host of the Business-First Creatives podcast. I help creative service providers grow and streamline their businesses using Dubsado, Honeybook, and Airtable.
Organizing my calendar and inbox has been on my to-do list for all of 2022. If I’m being completely honest, probably for all of 2021 as well. Each and every time I chat with Sabrina Gebhardt I KNOW I need to figure out my calendar and add some White Space, but it just never gets done!
Three weeks ago I joined Organize My Empire, a membership from Krystal Clark. She has an amazing amount of tutorials and templates inside the membership to get your business organized, but I still needed TIME to implement. I joined one co-working call, but I spent the time on client work instead of getting myself organized.
So last week I hired Krystal for two of her Systems Sessions to just get it done for me.
Y’all, it was worth every.single.penny.
In our first session, I watched as she tackled BOTH my professional inboxes, finally getting the labels organized and archiving months of emails I would never need to read. Now I am finally in a place where my inbox is manageable and things will stop falling through the cracks because the *important* emails are buried in the bullshit mountain of sales emails + newsletters. She also re-organized my Google Drive and gave me tips for setting up Google Calendar.
I finally have an optimal work week planned out so that I am turning the computer OFF each day by 4pm again and there is TIME for client tasks + CEO tasks. I also feel the need to say, the calendar is a little misleading.
I am NOT planning to work 6 days a week ?. In my next iteration, I plan to get down to a 5-day work week when I have a VIP Day Client (2 weeks per month), a 3-day week for weeks with photography clients, and one full week off each month from client work. It’s a work in progress y’all ?
In our second session, she started the process of getting my recurring business tasks setup in ClickUp. I say *started* because there is SO MUCH MORE I could/should be doing, but this was the first real step to effective task management in my business.
I am excited to continue exploring ClickUp in order to organize managing client work and tasks with my team. I’ve already found ways to save hours per client by re-organizing my client data and changing the way I communicate between Dubsado, ClickUp, and Google Drive.
So the best advice I can give you is if you really need to work ON your business, put that shit on your calendar. If that isn’t enough, hire someone to start the process FOR you. Next step, some of that glorious White Space I know I need!
SIDE NOTE: I have a whole 3-day weekend planned next month with Sabrina Gebhardt in Texas so we can each work ON our businesses together and plan some exciting things for 2023.
Want to hear more? Stay tuned!