There is nothing more stressful than running a business when your ducks aren't in a row on the organizational side of your biz. I remember feeling so overwhelmed all the time and all it took was a few simple strategies in place to help me stay on top of everything.
1) TRACK YOUR NUMBERS. You cannot get where you're going, or see your progress if you don't know where you started. It's important to track these metrics in a simple excel spreadsheet. I recommend updating each week to see your progress. Visiting this doc to update it each week will help you focus your energy based on the results you're seeing. Set a weekly check-in time in your calendar.
SOCIAL MEDIA METRICS
- Instagram Follows
- Instagram Engagements
- Clicks on the link in your bio - Instagram
- Average story viewers Instagram
- Facebook Group Members
- Email Opt-ins
- Number of Clients You're working with
- Number of discovery calls or consultations you had
2) GET A CALENDAR
If you're not currently using Google Calendar or some other calendar tracking app it's time to start. Time blocking has been one of the most powerful tools when it comes to time management for me. I schedule in my workouts, dedicated work hours (broken down into time slots for projects I'm working on or know need to be done), and personal time.
When it comes to using time blocking for actual business tasks, I like to estimate how long the project or task will take me, schedule it in and then adjust for the next day if more or less time was needed. You want to gain an understanding of how long it takes you to complete certain things so you can paint yourself a more realistic picture and plan of when everything will be completed.
As a rule of thumb, I always schedule 30 minutes minimum for a task to be completed and adjust from there.
3) TRACK YOUR FINANCES
This one sounds scary but with some really easy to use new apps and software - you need to be tracking this stuff often! Quickbooks has been a great tool that allows you to hook up your banking accounts and check off any transactions that were related to running your business. Subscriptions, phone bills can all be marked as well as payments coming in from clients.
They create all the documents you need for tax season too! It's well worth the peace of mind to invest in a DIY accountant program when you're first starting out.
At the end of the day, which makes me feel aligned and organized in my business, may not be what works for you. But give these few things a try (schedule a day today where you'll get yourself all caught up and set up) and adjust according to what makes sense for you and your business/business goals.
If you have questions join us in the BBB Facebook group and I'd be happy to help!
xx Cora-Lynn Hazelwood