As a business owner starting out, it’s easy to get overwhelmed by all the things you need to actually make it run. It leaves you asking the question, “What’s essential to running a business well?”
Aside from getting your finances and legal business in order, here are the top 2 essentials for managing your business well.
Client Relationship Manager
Invest in a good client relationship manager. The software fees can feel steep until you consider all the functionalities included. A good CRM will facilitate obtaining contract signatures, receiving payments, scheduler links, and creating forms/questionnaires. Don’t wait to get organized until you’re busy. This is one of the few tools I would encourage you to buy in anticipation of your growth instead of waiting and transitioning.
My recommendation: When it comes to keeping proper records, automating workflows, scheduling appointments, and invoicing clients, Dubsado can’t be beat! I’m constantly in awe of all I can build in Dubsado and the functions they continue to add. Documenting meetings notes, building forms and questionnaires, tracking leads and prospects – this software does it all in an easy-to-use interface.
Task Management System
Select and stick to one method for tracking your tasks and workflows/checklists. Don’t get wrapped up in picking the “right” one and remember, a task management tool can be TOO robust. Start with a tool that fulfills your immediate needs and integrates with tools you’re already using (Google Tasks and Apple Reminders are both great places to start.)
My recommendation: I’ve fluttered between multiple task list applications and everything changed when I met ClickUp. With its extensive customizations and integrations, ClickUp can create an effective task and project management environment for literally any user. With templates and plenty of videos to help you get creative, ClickUp opens the door to organizing and checking off your tasks like a pro!
For more essential tools and software I recommend you can check out my business tools page!
Looking to get started with a CRM or project management tool but don’t have the time or desire to do it yourself? My VIP Day is just what you’re looking for! I’ll set up your system for you and train you on how to use it so you can focus on doing what you love. Learn more here.