Inside the episode I unpack a few operational tools that I’ve used for over five years and why we picked them to make the business run smoother. Plus I don’t always use the tools that all the influencers use — so I’ll share my favorite task management software and why it might just be the best tool you implement this year in your business.
[2:25] Melanie starts with her most favorite time-saving, productivity boosting tool that helps her manage her team and stay focused on time sensitive project deadlines.
[4:39] A good task management system helps an entrepreneur eliminate foggy thinking or feeling lost with what to do next. Melanie gives some examples of how this kind of online software works with routine tasks as well as tracking project deliverables.
[7:29] A sanity-saver for Melanie – having a task management system that emails reminders to the team and business owner so that you know if something is falling behind.
[9:23] Melanie’s 2nd favorite tool is a Customer Relationship Manager (CRM) system that allows us to integrate automatic follow up with email management and online sales.
[13:21] This tool offers a lot of integrated online forms, surveys and segmenting options for advanced marketing analytics and documentation.
[15:36] One of the simplest tools to increase productivity (and its FREE) is Google Calendar. We use it with an online scheduler to allow our clients, partners and other parties to schedule easily.
[18:00] This tool can actually save you money by freeing up your assistant’s time from chasing down appointments and having automated appointment reminders.
[19:38] There’s now a cool plugin that links our CRM with our online scheduler Acuity to automate our follow up steps after an appointment is confirmed.
[21:24] Another productivity tool, especially if you collaborate, is Google Drive (and its free!)
[25:30] A newer tool that Melanie and her team are transitioning to is Zoom for live video teleconferencing (and she uses it to record for guest podcast sessions too!)
[30:58] This tool is not normally a productivity too, but this one is a time (and cost) saver for anyone who creates a lot of online websites and landing pages.
[33:06] A favorite app that saves a ton of time – and has helped boosted Melanie’s creativity is Canva for Work. Most people know the online tool but the iPhone app is amazing!
Mentioned in This Episode:
Acuity Online Appointment Scheduler (Free 30 Day Trial Available)