Posted in Business Systems, Business Tool Must Have

Stop Overthinking and Start Completing Your Business Goals

If you are a creative business owner like myself, you understand the crushing effect of OVERTHINKING. I have to always remind myself that progress is better than perfection and clear is better than clever. This is just something I say to help get myself back on track. The truth is if you create a simple system to follow, to keep you on track, execution and completion will become your best friends!

This post is perfect for the new business owner who wants to get started, but all of your ideas are running around in your head. Its hard to figure out where to start, and the idea of a business plan is way too overwhelming. I created a few systems below that will walk you through all aspects of starting, growing or re-branding a business. I like to keep it simple. The easier it is for you to understand, the easier it is for you to accomplish.

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MVP
Mission. Vision. Plan.

Mission:

A mission statement is intended to clarify the ‘what’ and ‘who’ of a company.

Vision:

A vision statement adds the ‘why’ and ‘how’ as well.

Plan:

A plan states your purpose and intent.

NAP

Niche. Audience. Product.

Niche:

What makes you special in your industry?

Audience:

What makes your dream client special?

Product:

What makes your product (service) unique and valuable?

BLT

Boundaries. Language. Tone.

Boundaries:

What won’t your organization do?

Language:

From what perspective are you speaking to your audience?

Tone:

What is your attitude towards your audience?

DIP

Design. Image. Posture.

Design:

The integration of customer empathy, experience design and business strategy

Image:

The perception people have of your business when they hear your company name. (Brand/Logo)

Posture:

Confidence & strengths to the current and long-term needs of a business.

STEAM

Strategy. Team. Execution. Assets. Marketing.

Strategy:

A working plan for achieving vision, prioritizing objectives, and competing successfully.

Team:

Who do you need to partner with to complement your business?

Execution:

The function and mindset to finish a project or process.

Assets:

Your tangible, intangible and intellectual property.

Marketing:

Your internal and external efforts to draw attention to your business.

Do you have any business systems that help you with your business fundamentals?

I would love to here about them!

Posted in Business Tool Must Have

The Client Portal That Saved My Business

All businesses are based on having clients that pay you for products or services. Most businesses struggle with managing their clients. Using multiple systems and platforms for organizing notes, keeping track of documents, invoicing and scheduling appointments. I am of course including myself in the chaos. Until I stumbled upon DUBSADO! If you manage any part of your client experience, you understand the many layers it takes to run the behind the scene operations. Trust me…Try DUBSADO! Here is a great offer for 20% off your first month or first year!!

Well, Dubsado includes…

E-Signatures

Lead Tracking

Automation

Questionnaires

Calendar Sync

Client Portals

Workflows

Packages

Task List

Did I mention that they don’t charge an are or a leg…and they offer tons of free resources to make sure you are set up properly and ready to go! They are always providing integration options and keep users very updated on any future projects and resources. Trust me…Try DUBSADO! Here is a great offer for 20% off your first month or first year!!

If you already use DUBSADO, tell me your favorite feature! I would love to know how you are using DUBSADO in your business!

 

Posted in Business Systems, Business Tool Must Have

Quickbooks. Is It A Good Fit

I am working very hard to decrease the number of accounts I have to log into just to manage my business.

I would like something that is completely all-inclusive. I don’t want to have to worry about logging in different portals or making sure that one portal can integrate with the other one. It seems like every time I get knee deep in figuring out a system, there is a major kink in the link!

UGH!!

I have decided that I am only going to use 5 portals per business. NO MORE! I have created a new Quickbook Online account that I am very excited about.

I plan to use this to its full ability. I also believe that is my first issue. I jump to a new system and use it for what I need at the time and eventually realize I need something different without diving deeper into the services provided. Quickbooks Online is offering up to 70% their plans as part of their Black Friday sale!

Grab this Quickbook Black Friday Deal Now!!

I have signed up for in-person training in December and plan to be as much of a pro as possible when January gets here. I am ready to streamline as much as possible. I am hoping that I will be able to use all of my DBA’s with just one account. I have 8 businesses and I don’t want to create 8 accounts. Fingers crossed, there seem to be some workarounds, but not sure how easy that set up will be.