Ever woken up covered in sweat at 3am wondering where the heck you put that client invoice?
Or that presentation file?
Or your cat?
There’s nothing worse than the feeling you get when you can’t find what you’re looking for.
Your heart starts beating faster.
A few small beads of sweat begin making their way down your forehead.
And it always happens at the most inconvenient time, doesn’t it?
When you’re walking out the door, or five minutes out from a client briefing or product launch.
Whether it’s your car keys, a friend’s birthday card or clean underwear, losing something can be a real pain in the bum…
But we get over it.
Sure, it’s annoying, but generally speaking, life goes on.
Misplacing things in your business is a whole other story though.
Not only does having to re-do quotes, proposals or commissioned work waste your valuable time, it also wastes the time of your clients.
At best, you come off looking unprofessional and unreliable.
At worst, you lose a job/client—you lose money.
As female entrepreneurs, we’re busy.
And I mean, reeeeaaaalllly busy.
I don’t know about you, but I’m often running around like a headless chook trying to be across everything in my business.
This is when things go missing.
It’s not uncommon for me to leave my breakfast in the bathroom or dirty washing in the dishwasher.
But very rarely do I misplace anything to with my business—documents, invoices, client information, emails or content.
How, you ask?
Delegation my dear.
Now, before you protest… let me clarify a few things.
Delegation is not a dirty word.
You don’t have to give up control of anything.
Delegation is all part of creating a streamlined, organised business.
Here are my top 3 life saving delegation tools, without which… I’m not sure where I’d be!
I like to think of Basecamp as a digital filing cabinet.
Although it’s important to keep hard copies of certain documents like credit card forms and invoices somewhere, it’s not a practical way of storing digital or online content that’s forever being updated.
On Basecamp, you can create projects, to-do lists and upload documents. And the ability to share files and start conversations with staff members and contributors means everyone is always on the same page.
To easily find what you’re looking for, just type in the title of your project or a keyword. It’s that easy!
Without Infusionsoft, there’s no way I’d be able to keep track of tens of thousands of female entrepreneurs, let alone have a personal relationship with them!
But Infusionsoft is so much more than an online filofax.
I can group my contacts using specific tags, arrange my calendar, set tasks for myself and my team, apply notes to contacts, implement specific email nurture sequences, monitor sales and track the statistics for every woman in my database.
There are plenty of automation systems (or combinations of systems) you can use to suit your business—Infusionsoft isn’t the right fit for everyone, but it’s oh so right for me!
Hands up if your inbox is the bane of your existence?
HelpScout is an absolute godsend, especially if you’ve got multiple email accounts, or even multiple staff members handling enquiries.
Through HelpScout’s Help Desk, you can assign email conversations to individual staff members, close completed conversations without deleting them, handover conversations with detailed notes, search for keywords, names or dates, view a comprehensive history of correspondences with various contacts, create saved replies for common enquires, see when emails have been viewed…
Long story short – you’ll never lose an email conversation again!
Why make things harder than they need to be? Give yourself a break and delegate!