Get more done daily – free report!

free-reportI’ve just put the finishing touches on a brand new free report that will help you get more done every day and feel less overwhelm!  Having to much to do, running in circles and feeling disorganized are all common problems for solopreneurs.  One of the biggest single complaints I hear is that business owners are overwhelmed.  When you wear all the hats in your business, you have to be super-efficient and super-organized to get done what you need to.

Most people understand the basic concept of keeping a to-do list, but they make mistakes in how they keep it that cost them time, well-being and productivity.  The good news is that this report gives you 5 really easy tips for writing your daily to-do list that you can use right away to start feeling more on top of things.

Fill out the form below and get your report right away!



Save time and improve quality with templates

templatesAs a solopreneur, using your time well is one of the most important things you can do.  Anywhere you can be more efficient while maintaining quality will help you have a more profitable and fulfilling business.  When you wear all the hats in your business, every single thing you do has to have a purpose and somehow help your bottom line.

One of my favorite efficiency techniques is using templates.  A template helps you to do tasks more quickly by giving you a place to start or often a complete version of the end result.  You can create templates for a variety of purposes such as:

  • Social media updates
  • Answers to questions you are asked often
  • Initial contact with a new person
  • Emails for various purposes
  • Promotional copy for specific events

If you have a task you know you’ll be doing again and again, begin creating your template the very first time you do the task.  Revise it each time until you have the best possible version you can create.  Be sure to test your template to make sure it works.  Here are a few ideas to test your templates and see how well they are working:

  • When you answer a question, does it resolve the issue for the other person or do you get more questions?
  • Does the person take the action you direct them to take?
  • If you are asking for something such as information in your template, do you get what you need?
  • What kind of feedback are you getting?

templatesTemplates can be stored in a variety of ways depending on how and where you use them.  Social media tools such as Hootsuite let you save drafts right inside them.  Anything written can be stored in a plain text editor or word processing document.  Any initial contact can be done via a form designed for the specific person using it (e.g. a potential customer, a vendor, a strategic partner, etc).

Start using templates as soon as you can.  They will save you time and allow you to do better quality work.  The people you deal with will get more consistent action from you and you’ll have more time to do creative and innovative work.

Templates are just one of the bonus strategies I cover in my book The Solopreneur’s Success Strategy: Automate Your Grunt Work.  In the book I teach you 9 automation strategies so you can spend less time doing repetitive boring tasks.  I also give you 3 bonus strategies (including how to use templates) that are related to automation.  Grab the book on Kindle at the link below (you don’t need a Kindle device, scroll below the link for more information):

The Solopreneur’s Success Strategy: Automate Your Grunt Work

Note: You do not need a Kindle device to read Kindle books.  You can get a free tablet or phone app or use the Kindle desktop reader.  Click the book link above and explore the options in the Kindle store.  

VIP Half-Day Planning Sessions available!

VIP Half-Day Planning sessions are closed right now. Please make sure you sign up for my mailing list using the box at the top of the right sidebar to get priority notification when new VIP opportunities are available. Thanks!

VIP Half-Day Planning SessionsMy first few years in business, I pretty much flew by the seat of my pants.  There was so much to master, so much to do, and so many balls to keep in the air that I couldn’t find the time to think ahead.  I was too busy reacting.  As you probably know, this is not the best way to run a business.  It’s like trying get somewhere by running really fast without knowing if you are going in the right direction.  Fortunately, I learned that I had to plan ahead to be successful.

First I took baby steps, and just planned a few weeks ahead.  Now that I’ve gotten much better at it, I plan my full year out ahead of time.  In case you are wondering, things never go exactly as planned so my plan changes a lot as the year progresses. Nor does having a plan lock me into anything.  As a solopreneur, I can change my plan any time I want. The key thing is having a plan to start with.

What will having a plan do for you?  You’ll be able to make much better decisions about what opportunities to say yes or no to.  You’ll know if you have space or can make space for something new.  You’ll be working proactively and moving forward, instead of fire-stomping and treading water.  What you do during the year will be laid out in a logical sequence.

Do you see how having a plan can help you have your best year ever?  The benefits may be obvious, but how are you supposed to find the time to do a plan for a whole year?  It’s one of those things that’s important but not urgent so it tends to get pushed to the back burner and before you know it months have passed.

To make sure you get your plan done for 2015, I’m pleased to offer you my support in a VIP Half-Day Planning Session. Your VIP experience starts right away with a questionnaire that I’ll review before our session so we can jump right in. Your VP Half-Day will be a total of four and a half hours – 4 hours of work with 2 breaks of 15 minutes.  I’ll give you my custom planning tool, and we can even work collaboratively on your plan during your session (i.e. both of us working on the same document from our separate computers) if you want.  This is not a group experience – you and I will be the only ones present and we’ll get your 2015 mapped out so this isn’t hanging over your head any longer.  We will meet virtually and you have several technology options to choose from for our meeting.

To make absolutely sure you that nothing gets in your way, I’m adding in a 15-minute follow up call in February.  We can revise your plan or talk about anything that you need help on to keep moving forward.

To recap, your VIP Half-Day Planning Session includes:

  • ​Pre-work questionnaire
  • Your VIP half-day
  • My custom planning tool in a choice of formats
  • A 15-minute follow up call in February

I offered this first to my email subscribers and as of this posting, there are 8 spots left.

To get started on your VIP Half-Day Planning Session, click the button below (terms and conditions here).

VIP Half-Day Planning sessions are closed right now. Please make sure you sign up for my mailing list using the box at the top of the right sidebar to get priority notification when new VIP opportunities are available. Thanks!

Avoid the trap of in-between time

Separate your work and leisure timeOne of the main skills you need to be an entrepreneur who works at home is how to schedule and block your time out.  When you work for yourself on your own schedule, there is no natural start and stop time for anything.  Creating your own start and stop times is the structure that you need to create in order to be successful at running your own business from your home.

It’s definitely great to work from home, but without the skill of being able to properly schedule and block out your time you may find yourself spending too much time in a grey area where you are trying to straddle your work and personal life and do both at the same time.  You can end up with a lot of poorly used time where you aren’t really working and getting things done and you aren’t really enjoying yourself.

What are some examples of in-between behavior?

  • Checking work email on your phone when you are out having fun
  • Doing work while you are supposed to be watching a movie with a friend or loved one
  • Not taking true vacations where you are really away from your work
  • Eating your meals in front of your work computer
  • Not scheduling and sticking to actual time off

Any of these can be enough to cause you problems.  You can end up with no time where you are really “off” work, and you end up with a lot of hours of poor-quality work because you weren’t fully into your work.  Because you don’t take enough time off, this can lead to burnout, stress and lack of enthusiasm.

It’s super important to create time when you are 100% working and time when you are 100% not working.  The grey area in between is not a good way to spend your time and needs to be minimized.  There’s a Zen saying that comes to mind:

“When walking, just walk.  When sitting, just sit.  Above all, don’t wobble.”

In our entrepreneurial world, we could say “When working, just work.  When off, just don’t work.  Above all, don’t try to do both.”

 Make sure every minute of your day is spent intentionally.  Whether you are relaxing or working, what you are doing should be a conscious choice that represents the best thing you could be doing right now.

 

Tips for automated appointment scheduling

Tips for using an automated appointment schedulerWhen I first started my business, I scheduled my clients via an email exchange.  It usually took several emails to find a jointly acceptable time, and in the interim both of us were held up from booking something else that might interfere with a time we had already offered.  This back-and-forth creates a spreading wave of inefficiency and is not a good use of time for a solopreneur or anyone for that matter.  As a solopreneur, you have to be super efficient in how you use your time because you are juggling so many things.  Appointment scheduling is one of the first areas I automated.

Now, I use an automated scheduler called Timetrade (timetrade.com) that links directly to my Google calendar and shows my guests available appointments in their time zone.  They can book on the spot with no back and forth.  We each receive a confirmation email and the appointment is put right on my Google calendar.

Using a scheduler like Timetrade is great, but it takes some getting used to.  Here are a few tips to help you get going quickly with automating your appointment scheduling:

  • Give clear instructions for how you will meet.  For example, specify who will initiate a phone call and what number you will call from or receive the call on.
  • Handle time zone issues.  Timetrade displays meeting times based on the time zone settings on your and your guest’s computers.  If the service you choose does not handle different time zones, make the time zone you are displaying clear to your guest.
  • Provide your guests with an alternative in case they can’t use your scheduler or can’t find a time that works.  You can say something like “If you can’t find a time that works, email me some alternatives and I’ll do my best to be available.”
  • Make sure to stay on top of your schedule.  Remember, things can be put on your calendar at any point.  Make sure to block out any days you want off or days you won’t be available for other reasons.

If you aren’t using an automated appointment scheduler, I suggest looking into getting one.  This can free up time that you can use for better (and more profitable) things.  I explore the use of an automated appointment scheduler in more detail in my #1 bestselling book The Solopreneur’s Success Strategy: Automate Your Grunt Work.  The book has 9 other automation strategies plus 3 bonus automation-related strategies.  Check the book out in the Kindle store here.

Don’t have a Kindle?  You can still enjoy Kindle books by using a free tablet or phone app or free desktop reader.


How to kick-start your day

Know how you are going to start your dayIt can be hard to get your day started when you are a solopreneur!  There’s so much to do in so many different categories, and then there’s all your personal stuff too.  If you don’t have enough structure, that wide-open schedule might be as much a curse as a blessing.  One way I get started right is to have a kick-start that I do every day.  No matter how overwhelmed and lost I might feel, I always know to go through this short list and then I will have at least gotten started.

Here’s my kick-start list:

  • Clear my calendar and to-do list.  I make sure I’ve done everything I planned to yesterday or I add it to today.
  • Review business priorities.  I keep a one page document on hand that tells me what my current business priorities are.  By reviewing it daily, it’s easier to make decisions that align with my priorities and not get sidetracked.
  • Write 100 words.  This is a combination brain download, business journal, and writing warm-up.  It’s a small chunk of writing that gets me going.
  • Do a money-making task.  I always include something directly related to making money in my kick-start because it feels good to start the day that way.  No matter what else happens, I’ve done something to make money that day.
  • Implement any coaching advice I’ve received.  I regularly invest in training for myself just like I ask my clients to.  Since I want to make it worth my while, I make sure to implement at least something from my training every day.

Once I tackled this list, I have a sense of accomplishment and my day is off to a good start.  It’s often enough to get my momentum rolling and I can dig into everything else I want to get done.  As with so many things, once you get your work day started it’s much easier to keep going than it was to get started.

If the idea of having a set way to start the day doesn’t appeal to you, an alternate approach is to set up the start to your day the night before.  As your last task of the day, get yourself organized and set up for the morning so you can jump right in.  Either way, make sure you give yourself an easy way to get your day going or you might waste a lot of time just trying to get started.

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Get Started Right – Standardize Your Intake Process

Solopreneurs need an intake processIf you provide a service or work with clients, you have some sort of intake process.  Even if  currently you just grab bits of information as you realize you need them, you still have a process.  Once practice I recommend is having a standardized intake process.  Aside from saving you time, if you have a set process you’ll avoid re-inventing the wheel every time a new client enters your business.  You can design your process to make sure you get all the information you need for each new client, such as their contact information, what name they like to be called, how they like to be contacted, etc. Because the process is standardized, you’ll get the same information in the same format for each new client which lets you hit the ground running. If you process is set up correctly, you can also be sure that each new client is added to your email newsletter list without any intervention from you. Of course always make it clear they are being added to a list during their transaction.

If you already use a shopping cart or Paypal, you can specify what contact data you want from the client when they checkout. Your shopping cart or Paypal should also add the client automatically to your email list.  A great next step is to have your client visit an online form where they fill in whatever information you need to get started. You’ll want to make sure whatever form you use is as secure as you need it to be to protect your clients’ privacy.  Finally, it’s important that you design your process to be as error-proof as possible.  The client should be ushered through easily and flawlessly with no effort on their part.  Whatever comes after the intake process should appear at the right moment.

Since you can’t, nor should you be, at your computer 24/7 all of this needs to be set up to happen automatically to create the best experience for your new clients.  Making sure client intakes happen smoothly with or without you present is especially important for solopreneurs.  The last thing you want is a bad first impression or a customer service situation you need to fix.  You also should not set up a situation where you need to be there all the time to start new clients.  Fortunately, you can use free or low-cost automation tools and even settings on the tools you already use to make this happen.  Automating your intake process is one of the areas of automation I cover in my book The Solopreneur’s Success Strategy: Automate Your Grunt Work.  In the book, I cover 10 key areas where you can use automation to deliver better service and more of yourself without adding more to your bulging to-do list.  There’s also 3 bonus automation-related strategies and downloadable checklists to make your business run smoother.  Get a copy today by clicking here.

Note: The book is a Kindle book, but you don’t need a Kindle device to read it.  You can get a free reader for your desktop, or an app for your smartphone or tablet.

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Independence Day coaching sessions still on sale!

Independence Day SaleIn honor of the Independence Day holiday last week, I have a special way for you to work one-on-one with me that I’ve never offered before!  There’s no contract, no long-term commitment and no complicated package.  It’s simple and can help you make a big leap forward in your business quickly!

You have a huge degree of flexibility in how you use your sessions, and I’ve given you ideas to think about on the information page.  I’ve coached solopreneurs since 2010, so there are a lot of areas I can help with.  Click the link below to get inspired about how we can work together!

The offer is only good until Thursday, so click here to get details and book your sessions!

Independence Day Coaching Session sale

PS – This offer was opened for my email subscribers last week.  If you want priority notification of upcoming special offers and useful content to help you grow your solopreneur business, fill out the box at the top of the right sidebar to join my email subscriber list.

13 Gifts for Business Freedom Giveaway closes tomorrow!

Business Freedom GiveawayJust a quick note to let you know that the giveaway event I’m participating in is closing tomorrow.  There are 13 great gifts for you to download, and they are all designed around the theme of freedom in your business.  Make sure to get the gifts you want before the giveaway closes.

Grab your gifts here:

13 Gifts for Business Freedom Giveaway

 

Beware of the “Trojan Horse” Sales pitch

Beware of Trojan Horse Sales pitchesAs I’ve increased the reach of my business, I’ve had an increasing number of people attempt to pitch me something in the guise of a Trojan Horse.  It’s usually something like “Can I share your {whatever} with my audience?” or one particularly blatant one “I have a speaking gig for you, let’s talk (turned out to be a long sales pitch for something that was completely inappropriate for me.)

Just to be clear, it’s totally appropriate to pitch and sell when you are in business.  Without selling, there would be no business.  My objection to the Trojan Horse approach is that it is sneaky and often untargeted.  In each case, I didn’t know I was going to be pitched to and the product or service being offered was not something I needed or wanted.  The person pitching me occupied my time under false pretenses and I felt burned at the end.

What I want to share with you is to be on the lookout for these sales pitches.  They will waste your time and if your experience is like mine, the people that do this don’t even try to target the right potential customers.  Here are a few warning signs to look out for:

  • Somebody comes to you with an offer that is too good to be true
  • The person is overly flattering when it’s clear they haven’t gotten to know you or your work
  • They request a phone, in-person or Skype meeting without explaining what the value to you will be or why it can’t be handled in a more efficient manner
  • Vague references to “working together” without even one example of what that might look like
  • You have a feeling of “What is this person talking about?” or “What the heck?” that isn’t shared by the other person
  • They express urgency at needing to meet with you right away

One of the really vexing parts of the Trojan Horse sales pitch is that it is usually flattering!  I admit, the first few times it happened I was thrilled that a stranger recognized my genius.  I’ve now gotten pretty good at sniffing out legitimate admiration vs.  insincere and generic compliments designed to woo me into a meeting.  I’ve also come to recognize just how valuable my time is, so I place a higher bar on any meeting and very low value on ego-boosting.

Another problem with ducking these sales pitches is that if you get too broad with your criteria for declining, you may miss legitimate and valuable opportunities to collaborate and have a sales conversation about something that may actually be useful to you.

It goes without saying that you should not be using this to sell your own products or services.  It makes a very bad impression and wastes both your time and your unqualified prospect’s time.  The big question is how do you avoid the time-wasting Trojan Horses and accept the right appointments?

Here are a few ideas:

First, don’t jump to schedule an appointment just because someone asks.  Check them out by visiting their website, social media sites and doing a Google search.

Second, make sure you understand why you are having a meeting rather than some other form of communication such as exchanging emails.  Ask them some questions about why a meeting makes sense.  Often, this drives away people who you probably don’t want to meet with and people who are a good fit appreciate your thoughtfulness.

Third, don’t schedule right away.  I generally schedule everything a week ahead of time anyway, but a side benefit of this is that it wards off people who don’t have a legitimate purpose for talking to you.  They don’t want to work that hard or plan ahead!

Fourth, pay attention to your feelings.  If you feel pressured, unsure, weird, etc. it may be because the meeting isn’t right for you.

As a solopreneur, you have to guard your time or you won’t be able to do everything you need to do.  Don’t plan a meeting simply because someone asks.  Make sure you know the value of the meeting for both you and the person who wants to meet with you.

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