Finding an organization rhythm can be tough in any area of life. It takes trial and error, the bravery of jumping on new methods and undertaking learning curves. But the search for the best organization tools is not in vain when they save you hours of work and stress! Here are 5 tools they have been an enormous help in streamlining the work of my business:
Used for: Client booking, Invoices, Contracts, Free Webinars + Blogs
Perks: I joined Honeybook per the insistence of a vendor friend who adored it. Honeybook has a very strong and responsive support team that walks you through every step of the set-up process. The invoice and contract system is seamless and the communication to clients is clear. They use a pipeline system to help you manage all your accounts in one place. One of my favorite parts is the extremely relevant and helpful blog in addition to the free webinars. Also, there is just a one time fee to sign up instead of monthly payments. I will never go anywhere else!
Used for: Advertising
Perks: WeddingWire is great on many aspects. I used it more frequently before I found Honeybook. It is helpful for finding vendors and offers similar functions to Honeybook in that there is a "Client Site" that houses all client information that they can access at any time. I ultimately switched to Honeybook for this function due to its perks, but still have a limited account on WeddingWire for advertising purposes.
3. Google Drive
Used for: Correspondence with brides
Perks: Where were we before Google Drive?! I began using it one year into the business to cut out the back and forth between brides. Each of my clients has a Google Drive folder they can access at anytime that contains their timeline, task list, decor list and vendor contact information. It saves time by allowing brides to make changes when they want, and allows me to see every change in a list format. I can also access Google Drive from anywhere so if I am without my laptop I can still work. It's amazing!
Used for: Goal planning + task lists
Perks: I only use Evernote for business planning, although it has other functions as well. I use the notes to set goals, create visions for the business and my overarching to-do lists. It has a crisp layout and is very simple to use.
5. Small Business Development Center (SBDC)
Used for: Business planning
Perks: I found out about the SBDC through a friend when I first started my business. I was a junior in college with no idea about how to apply for a business license, plan my finances or structure certain aspects of my business. This is a free service offered in most cities, and a member will sit down with you to go over your plan. They had great suggestions about how to pay taxes, open a different business checking account and manage accounting.
So those are just 5 of the tools I've used to help Kelly Renee Weddings get off (and stay off) the ground! What business tools help you work?