organize thy self - aedan crookeaedancrooke.com/document/aedan-crooke-organize-thy-self.pdf ·...
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/ Organize Thy Self
/ / / /
CLEANSE THY SELF
GET THEE STRUCTURE
SUPERCHARGE THINE EMAIL
Q & A
/ Cleanse Thy Self
ORGANIZATION BEGINS WITH YOUR WORKSPACE!
COLOUR CODE… & KEEP IT CONSISTENT
PERSONAL
ADMIN
CLIENT #1
ARCHIVE
CLIENT #2 / Calendar(s) File Folders Asana Project Folders Etc.
DON’T HAVE A DRYBOARD CALENDAR? GET ONE
/ Keep it simple…
Deadlines & Key Dates ONLY!!!
ORGANIZE YOUR FILES!!!!!!!!!!!!!!!!!!!
ORGANIZE YOUR FILES!!!!!!!!!!!!!!!!!!!
ORGANIZE YOUR FILES!!!!!!!!!!!!!!!!!!!
ORGANIZE YOUR FILES!!!!!!!!!!!!!!!!!!!
ORGANIZE YOUR FILES!!!!!!!!!!!!!!!!!!!
/ Headshot Professional Bio CV / Client List Rate Card Logo Files Invoice Template Receipt Template SOW Template
ADMIN FOLDER / CLIENT FOLDERS Invoices SOW / Contract Organize everything into sub-folders
/ ARCHIVE PAST PROJECTS!
/ RECAP Clean Your Workspace & Stock It With What You Need
Colour Code… & Keep it Consistent!!!
Use a Whiteboard Calendar to Visualize Your Schedule
Organize Your Files
Have an Administrative Folder
Archive Past Projects to Keep Away Digital Clutter
/ Get Thee Structure
OPTIMIZE YOUR CALENDAR… & BE REALISTIC ABOUT YOUR TIME
MAKE TIME FOR ADMIN STUFF!
/ Priorities for the Day
Non-Client Emails
Invoicing & Reminders
Source New Clients
Social Media
DAILY / WEEKLY Evaluate
Update
Archive & Trash
Identify Weekly Priorities
DON’T DROWN IN TO-DO LISTS… KEEP IT SIMPLE
/ Top 5 Priorities for the day
DAILY
/ WEEKLY Top 5 Priorities for the week
/ RECAP Be Realistic With Your Time!
Schedule Time for Building Your Business
Don’t Neglect Making Time for YOU!
Create Colour Coded Calendars for Personal, Admin & Clients
Set Calendar Reminders
Simplify Your To-Do Lists – Prioritize 5 Top Daily & Weekly Tasks
/ Supercharge Thine Email
CLEAR THE CLUTTER
Rollup your newsletter subscription – and easily unsubscribe!
CLEAR THE CLUTTER
Create folders and organize your emails the moment you’ve resolved them! Colour-code your files and archive past projects!
CLEAR THE CLUTTER
Use your stars efficiently – Assign importance and keep them to a minimum (noone wants to click through 50 stars)
! ? i
IMPORTANT
URGENT
QUESTIONS
INFO
CLEAR THE CLUTTER
Don’t juggle multiple emails – Have everything come to one place!
STEP IT UP WITH ADVANCED TOOLS
STEP IT UP WITH ADVANCED TOOLS
GET SORTD… THE APP
GET CREEPY FOR FREE WITH HUBSPOT
Track your emails to make sure they land and keep on top of your follow-ups!
SCHEDULE YOUR EMAILS
Schedule your emails to send out during your “office hours”
SCHEDULE YOUR EMAILS
Don’t lose track of follow-ups! Schedule reminders that will pop that email to the top of your inbox.
STREAMLINE HOW YOU SCHEDULE MEETINGS
/ RECAP Use Unroll.me to keep newsletters out of your inbox
Create folders to organize your emails & archive past projects
Use stars and assign meaning to max. 4
Route all your other emails to one inbox!
Create email templates for common responses
Set for maximum time to cancel an email
Organize your inbox with Sortd
Use Hubspot to track, schedule and set reminders
Include your availability in your email to set up meetings
Less is More… Keep it Simple!
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