5 Business Tools I Can’t Live Without
As we start the New Year, I want to share some tools with you that I can’t imagine operating Lux Events without. It’s a new year, so start fresh with these time saving, business musts that will help you operate more efficiently month to month.
1. Planoly. I just started using Planoly to schedule my instagram posts. I love it already because I can move posts around to see what is visually appealing, and to make sure I don’t have two similar posts running too close to each other. I can also track the stats of how a post is doing and what people like to see.
2. Bookkeeper. Hiring a qualified bookkeeper from day one is CRUCIAL to running a successful business. When I started, I was tracking everything on an excel sheet. It was messy and honestly, I didn’t know what I was doing. How can you really make a single business decision if you don’t know where you sit financially month to month? Want to hire someone but don’t think you can afford it? What if hiring staff will make you more profitable at the end of the year, leaving you to focus on what you’re good at? Hiring a bookkeeper can take that tedious task off of your plate. And plus, you are way too creative, too expensive and too good at what you do to be doing this task anyway. So hire this out already so you can focus on what brings in the money in the first place. Ah. Amen.
3. Freshbooks. I use Freshbooks to create invoices and for my staff to time-track. I don’t input my expenses (I let my bookkeeper do that on Quickbooks), so I don’t use it to its full potential, but I love it for invoicing and time tracking. I set up my staff as ‘contractors’ (even though they are salaried employees) and every time we get a new event, I input the number of hours I expect it to take and then they time track a variety of tasks. This is great as my staff is often working remotely from me and so I can check in on how a project is doing at any given time.
4. Trello. Trello is a task management system that we use to manage multiple projects at a time and to see who is handling what. It took me a while to use it properly for my business and my team but I was committed to making it work because I know a lot of people swear by it. For those who know a little bit about it, or want to check it out, my team and I use 1 “Board” for all our events and then each of us have 3 “Lists”: ‘Backlog’ (for tasks that need to get done, but not this week), ‘Sprint’ (for tasks that have to happen this week or ASAP), and ‘Done’ (for done tasks). I can easily move a task or a “Card” from one team member to the next, writing notes for them, attaching files, etc. Each event has its own colour and so we can quickly and easily move things around and see what is taking priority one week to the next.
5.Business Consultant/Mentor. I have worked with the team at Rock & Bloom for years. They have helped me to build a strong brand around all of my business decisions and I owe a lot of my success to them. As the sole business owner of my company, it is imperative to have a sounding board to talk through new ideas, challenges, daunting RFPs and way way way more. That person is Heather to me. She is my person and I don't know how I would run this business without her! The sooner you can bring someone on to help you through this part of your business, the better.
For those who have signed up for my mentorship class on Thursday, you will get a more in-depth look at my processes and what programs I use specifically for my event planning business. Registration closes today!! For more info check out my website here.
What tools do you use in business that you can't live without?