If You Archive a Honeybook Client

With 2022 correct around the corner (seriously, how did that happen?!), y'all probably have your sights assail some big goals in the new year's day. But before whatsoever of those can happen, you need to get everything more tidy and organized. Sound like you?

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Then at present is the perfect fourth dimension to get started, so y'all can hit the ground running afterwards the holidays. How, exactly?

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We take yous covered in our video tutorial below! We'll bear witness you how to review any electric current systems you have in place and what new systems you lot may need to create along the way to be prepare for success in 2022.

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Here'south a quick rundown of what to organize before 2022!

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Your inbox

How'southward your inbox looking these days? Does information technology seem to be a abiding source of stress? If so, we want yous to really focus on organizing information technology.

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Get through what y'all can and categorize folders. Whether you lot create categories past clients, 'tasks to practise this week,' or 'needs a response,' quickly drop emails into their respective folders.

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Later that, archive everything. Trust us on this i. You lot'll feel so great getting downwards to Inbox Null. Plus, you can always find whatever else you may demand later.

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Customer or customer management

Think about your onboarding process this by year with new clients or customers. Did information technology go smoothly? Or did things feel a piddling rocky and disorganized? If y'all answered the latter, don't feel bad. Tons of business owners struggle in this area. Even so, this is when you should consider setting upwards a CRM for 2022.

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If you're not familiar with CRM, information technology stands for client relationship direction. It's a tool y'all tin utilize to:

• Schedule calls and meetings
• Track leads
• Book + onboard new clients
• Transport contracts and invoices automatically
• Create automatic workflows + email sequences
• Track project statuses

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At DaSilva Life, nosotros employ HoneyBook to organize all of our clients' businesses (and even our own!).

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Project management

When it comes to your client or personal projects, practise you know what you're working on at any given time? Or do you lot feel like you lot're constantly playing catch-upwards and letting things slip through the cracks? If you're in the 2d camp on this 1, it's time for a projection management (PM) tool.

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Thankfully, project management is pretty simple: It'southward a system/tool you utilise to manage and track your projects — and all the moving parts within each project. With a PM tool like ClickUp* (our personal choice), you can map out entire projects for clients, including all the steps needed to complete them successfully. And then, you can set up get-go dates and due dates, and so you know exactly what needs to be done and when information technology needs to be washed.

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Also in ClickUp, yous can create dashboards for more than merely your client piece of work — you can too use them for things like finances, marketing metrics, and then much more than. We even have a gratis ClickUp 101 guide to assist yous get started!

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Calendar direction

As the CEO of your business organisation, you're busy. Most days, at that place's so much going on that it can be incredibly hard to detect fourth dimension to organize your business concern when you're just trying to go by. That's why we recommend organizing your calendar.

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The offset step in this? Setting boundaries! And using your scheduling tool — like HoneyBook or Vigil — to help.

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Schedule hours during which others can schedule calls, and continue all other hours off-limits. To keep from getting overwhelmed, you can limit the number of calls that can be scheduled in a twenty-four hours. Y'all can besides schedule 'CEO days' where you only piece of work on your business instead of in it. Some other automated time blocks y'all can create might include:

• Sorting + answering emails
• Client-simply days/hours
• Discovery calls days/hours
• No-calls days/hours

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With an organized and structured calendar, y'all'll always know what you're working on when! And, more than chiefly, your time and energy will be protected. The magic of boundaries!

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Time tracking

If you don't know where your time goes, information technology's that much harder to be organized. That's why nosotros always recommend time tracking. In the kickoff, fourth dimension tracking volition help you figure out where your fourth dimension (or your teams' time) goes. As a result, you tin can make up one's mind:

• What tasks take up the well-nigh time
• Where y'all lack efficiency
• What needs to be delegated
• Where you need to prepare more boundaries
• What's in your zone of genius
• And so much more than!

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Final thoughts before the new year

It'due south no secret that 2021 has been a trying year for all of the states, and it might feel similar y'all have a lot of stuff to tackle to get organized for the new year. But that's why you're starting now, right?

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With the right help — and the right tools — y'all tin can definitely prepare these new systems up and go organized in a matter of days. Nosotros even take tons of other resources for you to tap into on our YouTube channel, including how to use ClickUp and HoneyBook! Don't forget to like and subscribe for more organization how-to'southward and tutorials in 2022!

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Source: https://www.dasilvalife.com/blog/getting-your-business-organized