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Systems to Help Your Organizing Business Run Smoothly

Let’s play a game, friend. Raise your hand if…

  • You keep a running to do list in your notes app, but things still fall through the cracks.
  • You keep a pile of receipts in your desk drawer and a make-shift Excel sheet to track your finances… making tax time a nightmare.
  • Your clients' communication often gets lost in your email inbox and you can’t keep track of who signed what or who paid when.
  • You constantly feel like you’re going back and forth with your team, but you still can’t get everyone on the same page.
  • You want to start a blog or an email newsletter, but you don’t even know where to start.

If any of these apply to you, there is a chance that you are in dire need of implementing systems that make your business work for YOU!

Systems to Help Your Organizing Business Run Smoothly

After years as a Professional Organizer, I have learned what works (and what doesn’t!) when it comes to running a successful business. After much trial and error, I can tell you that the biggest game-changer in running Grid + Glam has been implementing the RIGHT systems and programs.

There’s a chance your business is growing and you are feeling tired, overwhelmed and stressed out by all of the moving pieces. Some days, it might feel like too much for you to manage. But here’s the truth… it doesn’t have to be that way. As a business owner, I know it can feel difficult to learn a new program or to implement a new system into what already feels like a mess. But think about how GOOD it will feel in the future when things are automated + streamlined. Just like we create the right systems in our clients' homes to serve their everyday needs, you can implement systems in your business that will make your day-to-day run like a well-oiled machine!

In this blog post, I am going to share some of the systems and programs we use that help ensure Grid + Glam runs smoothly!

General Business


Dubsado

Dubsado is the Client Relationship Management tool that we use. It will help you keep track of your leads and current clients, and you can send your invoices and receive payment directly through the site. Other CRM options are Honeybook and 17Hats.

DropBox/Google Drive

I highly recommend creating a DropBox or Google Drive account for your business. This is a great way to protect important files, but also to easily share and collaborate on documents with team members as needed. 

Paychex

Paychex is an online Payroll + HR service. I use Paychex to pay my in-person organizing team. One of the great advantages of using a system like this is that it compiles all payroll information for tax time, and even helps to streamline the process of sending W9, 1099 + W2 forms!

Online Business


FloDesk

FloDesk is a user-friendly email marketing tool that makes it easy to send beautiful emails and newsletters. If you have ever received an automated email from G+G, it was sent through FloDesk! Other simple options are Mailchimp and Mailerlite.

Kajabi

Kajabi is a website platform that has the necessary capabilities for creating courses, memberships, and other digital products. It’s far pricier than some of its more basic competitors, but offers a lot more functionality! If you’re looking for a website platform to get started, you can look into Squarespace or Wordpress.

Planoly

Planoly is an application that you can use to plan your Instagram feed and schedule your posts. You can use the app online and on your phone, making it quick and easy to schedule your content! Batch creating social media content is a great way to save time in your business. The apps Later and Buffer both have similar capabilities.

Canva

Canva is THE design platform to use to create beautiful graphics for Facebook, Instagram, or any other place you might need design graphics. We use Canva to design all of our free resources + PDF guides! Other design programs are PicMonkey or Photoshop.

Team + Project Management


Asana

Asana is a web and mobile application designed to help teams organize, track, and manage their work. As your business and team grows, this is a great tool to help make sure you stay organized and on track! Other similar systems are Trello and Monday.

Voxer

Voxer is a free Walkie Talkie app for smartphones. Our team uses Voxer for quick check-ins throughout the day. Email back-and-forth can get overwhelming, especially for small things. Voxer has been a great way for use to communicate about day-to-day tasks!

Loom

Loom is a free screen recording app that you can use to share video messages of your screen, cam, or both. Loom is faster than typing an email or meeting live, and is a great way to clarify with your team what is needed on a project. This is particularly helpful if you need to walk a team member through something online!

Looking for more tips to help your Professional Organizing business run smoothly?

I send out a monthly newsletter specifically for Professional Organizers + those on the journey to becoming a Professional Organizer! In the newsletter I share valuable tips + information to help you grow your business and serve your clients well. I would love for you to join the list!

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