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SYSTEMIZE YOUR BIZ
Start Here
Welcome + How to Use This Course
1. Store + Organize Information for Your Business
What to Use + Benefits
Set Up Your Account
Sneak Peek at How Mine is Set Up (6:45)
Learn the Basics (3:00)
Create a Folder + Document (6:50)
Create an SOP (14:02)
Create a Master List for Your SOPs (3:40)
Create an Email Template (2:19)
TAKE ACTION
2. Manage Clients + Projects
What to Use + Benefits
Set Up Your Account
Learn the Basics (10:27)
Calendar Power-up (3:27)
Client Processes (5:56)
Client Facing Project Management (1 List) (25:05)
Client Facing Project Management (2 Lists) (7:26)
TAKE ACTION
3. Create Online Forms
What to Use + Benefits
Set Up Your Account
Create an Online Form (4:04)
Where to Store Your Survey Answers (2:52)
TAKE ACTION
4. Hold Phone or Video Meetings Online
What to Use + Benefits
Set Up Your Account
Where to Find Your Conference URL
Learn the Basics (3:46)
TAKE ACTION
5. Schedule Client Meetings
What to Use + Benefits
Set Up Your Account
Set Up Your Availablity (3:43)
Set Up Your Scheduling Limits (3:10)
Set Up Your Appointment Types (1:55)
Customize Your Client's Scheduling Page (1:32)
Scheduling a Call - What it Looks Like (2:37)
TAKE ACTION
6. Send Your Contract
What to Use + Benefits
Set Up Your Account
Create + Send Your Contract (4:45)
TAKE ACTION
7. Get Paid
What to Use + Benefits
Set Up Your Account
Send an Invoice (6:17)
Set Up Recurring Invoices (3:42)
Send an Invoice Reminder (1:06)
Create Invoice Templates (4:22)
Transfer Money to Your Checking Account (1:11)
TAKE ACTION
8. Collect + Store Sensitive Info Securly
What to Use + Benefits
Set Up Your Account
Learn the Basics (5:00)
Collect Login Details From a Client
TAKE ACTION
9. Share Large Folders or Files
What to Use + Benefits
Set Up Your Account
Share a File or Folder (2:35)
TAKE ACTION
BONUSES
SOP Template
SOP Master List Template
"Work with Me" Survey Cheat Sheet
Feedback Survey Cheat Sheet
Create a Professional-Looking Logo (6:55)
Testimonials Toolbox
Next Steps
Additional Resourses
Your Feedback
Thank you!
SOP Template
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