SORTED!
71 Pages
English

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Gain access to the library to view online
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SORTED!

-

Gain access to the library to view online
Learn more
71 Pages
English

You can change the print size of this book

Description


Are you running your business or is it running you?

Running a small business can take over your life but it doesn’t
have to be that way. Choosing and using the right technology
and systems can transform the way your business works and this
book shows you how!

No matter how technophobic you are, Sorted! will quickly help
you find the small changes that will make a big difference to
your business. If you’re more tech savvy, you’ll love the ninja tips
to take your business to the next level. Feel more confident in
your choice of technology and systems for the future, because
whatever your plans are, you need the right systems in place to
help you achieve them.



In the beginning ..........................................................1
How to get the most from this book ............................ 1
1. Be realistic .................................................................... 1
2. Be committed .............................................................. 2
3. Be kind .......................................................................... 2
Systems vs tools .............................................................. 4
How to use this book ..................................................... 4
1. To solve a specifi c problem ....................................... 4
2. To help you plan your ideal business and
then carry out the steps required to get there. ........... 5
Chapter 1: Getting started ........................................7
The SORTED Framework ................................................ 9
Rule 1. All businesses have three departments ......... 10
Rule 2. There are three stages of business.................. 11
Before you start choosing your systems and tools ... 14
How will you do your work? ........................................ 15
What is your business? ................................................. 17
Chapter 1 checklist ..................................................... 22
Chapter 2: Client attraction: getting customers ...25
Word of mouth ............................................................. 26
Offl ine advertising ........................................................ 26
Email marketing ........................................................... 27
What is email marketing? ............................................. 27
The rules of email marketing ........................................ 28
What does an email marketing tool do? ................... 31
Which system to use? ................................................... 35
Moving on from free tools ............................................ 36
Websites ........................................................................ 38
Domain names and web hosting ............................... 39
What do you want from a website? ........................... 40
What is the simplest way to get a website? .............. 44
Wordpress.com vs Wordpress.org ............................... 44
Measuring ...................................................................... 46
Google Analytics .......................................................... 47
Landing pages .............................................................. 48
What are the options? .................................................. 48
Social media ................................................................ 49
Facebook ....................................................................... 50
Twitter ............................................................................. 53
Instagram ....................................................................... 54
LinkedIn .......................................................................... 55
Social media scheduling ............................................ 56
What are the options? .................................................. 56
Chapter 2 checklist ..................................................... 57
Chapter 3: Delivery: great customer service .........59
How to consistently deliver above expectations .... 59
Standardisation: over-delivering’s best friend .......... 60
What are the options? .................................................. 62
Presenting your process diagrams .............................. 64
Standardisation tools .................................................... 65
Checklist tools ................................................................ 65
How to get started ........................................................ 67
What to do with all this information ............................ 68
Templates ..................................................................... 69
Customer Relationship Management Tools ............. 69
So what does a CRM tool do? .................................... 70
Why use a CRM tool? ................................................... 71
What are the options? .................................................. 73
HubSpot .......................................................................... 75
Keap ............................................................................... 75
Client communication ................................................ 76
What are the options? .................................................. 76
Creating content ......................................................... 77
Written content ............................................................. 78
Audio content ............................................................... 79
Video content ............................................................... 80
Webinars ........................................................................ 82
Online programmes and memberships ..................... 82
What are the ways of delivering an online course or
membership programme?........................................... 83
Events ............................................................................ 85
Publicity .......................................................................... 85
Booking systems ............................................................ 85
Chapter 3 checklist ..................................................... 87
Chapter 4: Behind the scenes: make your
life easier ................................................89
Keeping it all above board ........................................ 89
Things to think about ................................................... 89
Registering your business .............................................. 89
Insurance ....................................................................... 90
Data protection ............................................................ 90
Finance ......................................................................... 91
Bookkeeping vs accounting ........................................ 92
Accounting .................................................................... 93
The fi nance information you need to keep
track of ........................................................................... 93
Accounting tools ........................................................... 95
Getting paid .................................................................. 98
Information storage ................................................... 102
Physical storage .......................................................... 103
Cloud storage.............................................................. 104
The internet and computers ..................................... 107
Internet ......................................................................... 110
Browsers ........................................................................ 113
Extensions ..................................................................... 117
Email ............................................................................ 118
What sort of email do you want? .............................. 118
Choice of email address – webmail or
domain-based ............................................................. 118
Where to get a domain ............................................. 119
Email hosting ................................................................ 120
Email client ................................................................... 121
Calendars ................................................................... 131
Calendar options ........................................................ 132
Booking systems .......................................................... 139
Time and task management .................................... 141
Time management tools ............................................ 141
Time tracking ............................................................... 141
Task management ...................................................... 143
Simple tools .................................................................. 144
Offi ce tools ................................................................. 149
Word processing ......................................................... 151
Spreadsheets are cool ............................................... 152
Presentations ............................................................... 154
Cool tools .................................................................... 156
Make some space in your brain! Use a note tool ... 156
Make your business beautiful: design tools .............. 158
Capturing information: surveys and feedback ....... 159
Keep it safe… ............................................................. 165
What can you do? ...................................................... 166
Chapter 4 checklist ................................................... 168
Chapter 5: Bringing it all together .........................173
Choosing a new tool ................................................. 173
Requirements defi nition .............................................. 174
The ‘suck it and see’ method .................................... 175
Creating your action plan ........................................ 176

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Published by
Published 19 September 2019
Reads 0
EAN13 9781788600972
Language English
Document size 3 MB

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