Super organized, right? It’s also searchable! This app helps me stay on top of things, there’s no doubt about it! Within my phone call notebook, I have a note for each of my clients and my calls with them. Within my business stack, I have a phone call notebook. From there, each stack can have different notebooks. In Evernote, you start with what’s called a stack. If you haven’t heard of it or checked it out yet, it’s an absolute must!įor all my iPhone friends, this is like a more organized version of the Notes app. Sweet Evernote! This is a note taking app and it has legit changed my life. Um, yes please!ĭid I mention there’s a free version? If you are ready to make scheduling easy-peasy with your clients, click the link below to check it out! Speaking of love, what doubles the love for me with Calendly is that it also has an app for when I am on the go. You can also integrate Calendly with your website and keep it cohesive with your brand. I also have my calendar set up to where those who schedule a meeting with me designate what type of meeting it is (consultation, timeline meeting, final wedding day details, etc.) With Calendly, you can easily schedule times to meet with clients or potential clients based on your availability. I’m excited to tell you about Calendly! This is how I schedule phone calls with people so that it cuts out all the back and forth of trying to figure out an ideal time to chat. And, a special bonus perk is that it helps me keep track of my expenses and income, too! This project management system is great because I can physically check things off and any information I have for specific projects is housed all in one place. One of my favorite ways to utilize this platform is to help keep track of all my social media things. I have all of my projects divided into 2020, 2021, 2022, and my associate shooter opportunities with Grant, as well.ĪirTable makes it possible for me to create step-by-step checklists to help keep me on top of things. Next up, we’ve got AirTable! I like to call this a glorified Excel program.ĪirTable is a super awesome project management system. I have been using Honeybook for two years now and seriously could not recommend it more. ![]() ![]() Pretty neat, right?īut here’s the best part in my opinion: Project pipelines! This special feature allows me to write and save email templates that I can use when tracking inquiries, sending follow ups, sending proposals, and, really, all the steps needed once a couple books me. With Honeybook, I can also manage my calendar and my bookkeeping. Honeybook is a client management system that holds emails, invoices, proposals, contracts, and so much more- all in one place. If I could only use one system for my business, it would undoubtedly be Honeybook. If you are a small business owner and are not using these systems, it’s definitely time to change that! Let’s dive in so I can tell you why that is. ![]() Today, I am so excited to be sharing the seven systems I truly could not run my business without. This is why it is essential for me to have certain systems in place…so that I can wear my hats well. As a small business owner, I wear a lot of hats.
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