This evening I was working on a number of projects for my business and realized how efficient the Internet allows me to conduct business. This is a good example of “business as usual” for KTS Consulting.
I would categorize them as:
- updating my books/accounting classifications
- reviewing upcoming appointments and lead generation
- communicating with potential new clients
- managing 2 client projects
What I find most interesting is that moving forward on each of these projects (ie. ‘next steps’) were possible regardless that it was Sunday evening at 1015pCT.
Here’s how it worked for me and my business:
Updating my books:
With Kashoo, I’m able to have daily reconciliation’s with my bank and credit cards. With just a few clicks I can classify expenses and run reports. I do remember a time where I would have to set up a face to face meeting with an accountant to get this accomplished!
All receipts and important documents are in a shared Evernote folder with my accountant and this allows her to review and work when it is most convenient for her schedule (a huge time saver during the tax season!)
Reviewing upcoming appointments and lead generation:
This blog and my Facebook page serve as a wonderful lead generation tool and by using Tungle, new and existing clients can determine the best time to set an appointment to speak with me, and set an appointment. This used to take lots of time with an assistant or phone tag. I still make lots of phone calls, return voicemails and work with an assistant, but this technology saves lots of time!
Communicating with new clients:
All next steps, project management and communication for KTS Consulting is managed by 37Signals. Basecamp is our overall project management tool. Highrise is our CRM. Backpack is used for specific projects with next steps.
Using this online tool helps keep communication where it needs to be and out of email (I despise email!)
Managing client projects:
Tonight, Backpack was my focus on 2 very specific client projects. Using this tool allowed me to have great collaboration and communication with a few of my clients!
What is “business as usual” for your company? Are you making the best use of your time and leveraging technology to help your company thrive?
If not, we can help.