Digital organization has never been my strong suit. When I had a full-time job, I had files all over the place and I never organized my emails. It was a pain to look for things and pretty overwhelming as time went on. Now that I’m self-employed, I’m trying to keep my digital files as simple as possible in order to stay organized and to avoid a headache.
I’m responsible for client files, passwords, and other important documents, so it’s important that I’m not losing anything. On top of that, I have to manage contacts, quotes, contracts, invoices, and project deadlines.
Here are a few things that I use in order to keep my clients and project deadlines streamlined and organized:
DropBox: I use this to store client files and other important documents. It’s also nice because I can share folders with clients during their projects. It’s a great way for them to send me files that might be too big for email. I never have to worry about my computer or hard drive crashing since this tool is all cloud-based.
Google Drive & Calendar: I’ve only had a Gmail account for the past year, and man I didn’t know what I was missing! I think these tools are old news to most people, but I was never using them before. Great free tools for planning and sharing documents. Duh- where has this been all my life?
Evernote: I use Evernote for writing notes, blogs, social media posts, and even to draft emails before sending. I love that I can log in from my desktop or laptop and see all my folders and notes in one place.
17hats: This program completely changed the way I run my business. It makes quoting, sending and signing contracts, and invoicing easy, branded and professional. I’m able to organize my client contact information, projects, and accounting all in one place. You can email clients directly from the software using your branding and everything is tracked and organized for you. No more making spreadsheets or PDF’s to send admin documents!
Pen & Paper: I love all my digital tools, but sometimes it’s nice to have things down on paper. I use this bullet journal to plan my months and weeks so I can stay on top of tasks and complete projects on time. This journal, in conjunction with Google Calendar, helps me stay on top of project deadlines and keeps me from overextending myself with work. I’m going to be writing a whole post next month about how I use my planner, so stay tuned for all the organizational fun.
The organization setup I’m using is working well, but there is still a lot of room for improvement. I think that there are easier and better ways to backup files that I’m not using, which is something I need to do some research on.
“One of the core organizing principles of life is that success comes through a delicate balance between making things happen and letting things happen.” – Robin Sharma
What organization tools to you use? Comment below =)
Thanks for Reading,