Being and staying organized is what all entrepreneurs strive to achieve, but it can be difficult to find a system that works for you. Day-to-day tasks can often be overwhelming and can quickly add up on top of everything else you’ve set to accomplish. Knowing who your current customers are is the first step in serving them better. I can simplify and streamline your to-do list and help you get and stay organized. Here are a few of my favorite programs I am proficient in and use to keep your company running smoothly.
Get and Stay Organized!
Below are some of my favorite programs to help you stay on track. Whether it’s communicating with leads, handling your finances, getting your brand out there on social media, or marketing to your audience, the apps, and programs below will be a huge help!
Client Relation Management Programs
A business management solution designed to cut out the busy work. This is a completely customizable platform for all business professionals. Use my affiliate code mbvirtualmanagement to receive 20% off your first month or year.
An easy-to-use software platform designed to help small business owners streamline their processes and manage clients from inquiry to payment.
Easily keep track of all your shoots, leads, invoices, and emails with this photography-based CRM.
Spread the Word
Bring your audience data, marketing channels, and insights together so you can reach your goals faster—all from a single platform.
Now known as Google Workspace, it’s designed for business with admin controls, and no ads. Professional email, calendar, storage for documents, and more.
Planning and Organization
Trello helps teams work more collaboratively and get more done. Consider this tool your ultimate hub for all of your projects. Try Trello using my promo code.
Now Meta Business Suite. This nifty new feature brings together all the tools you need to post, manage, and measure content across all your Facebook Pages and Instagram accounts.
A visual planning tool that allows users to create calendars to plan their content, schedule posts, and analyze engagements.
Tracking your Finances
I use QuickBooks Self-Employed to track expenses and mileage, find tax deductions, and avoid IRS penalties. Create and send invoices. You can, too—click the link for 50% off for the first six months.
From checkout for your website to card readers for in-person sales to e-invoices for freelance or contracted services. PayPal is an easy-to-use form of accepting payments.
Social Media Platforms
Facebook is a great way to connect with potential clients. I can help set up your business page and groups, as well as Facebooks Ads and marketing.
Instagram is a great way to get your images seen, and hashtags are a wonderful way to reach a broader audience.
Pinterest is an amazing search engine tool. Most people use this platform to search for ways to spend their money. It’s also a great tool to drive people to your website.
Online appointment scheduling software. Clients can schedule appointments, pay, and complete intake forms all from one place.
Let Calendly know your availability preferences and it’ll do the work for you. Great for marking off your availability, and is easily integrated with Google Calendar and more.
Depending on how you’d like your clients to book, either of the above are wonderful options. You can also have them book through your website or CRM depending what you use. These are both great for initial contact with clients as well as booking those holiday minis!
I love using the Adobe CC programs to create graphics, and logos, edit photos and create stunning portfolios and workbooks.
Canva is a wonderful tool to create branded graphics, social media material, and more.
I worked a lot with various Adobe programs in college, and find that they can be pretty intense to learn. If you’re in a pinch, and need a graphic, or a template fast, I’d go with Canva.
Pixieset is a great way for modern photographers to share, deliver, proof, and sell their work to clients.
Pass is an online gallery that gives clients a custom URL where they can view, share & download all their images.