From Filofax to Freedom Pt10 – Celebrating the Wins

Psychologically one of the best ways to stay happy is to celebrate. Now before you go googling that, I’m not saying there is scientific evidence or anything, it’s more an intuitive, common sense kind of statement. Business has been going well for me, I just celebrated my second birthday since beginning to work full time for myself, which also translates as two years of working on myself! I’ve learnt that the more you work on…

From Filofax to Freedom Pt9 – Tasking Up!

Ok, I have never been one for to do lists, I’m a very in the moment kind of person. This means quite often the best way to get me to do something is to get me to do it there and then before I have left the room. Clearly this isn’t how clients would like to work with me and is not great business sense for someone who wants business freedom! So initially tasks wasn’t…

From Filofax to Freedom Pt8 – Letting Go Of Organising

The thing about gaining time freedom is that you need to know what to let go of. When I had my training for my Zoho CRM I didn’t immediately apply everything that I had been shown, it’s not that it isn’t possible to immediately apply everything, it’s just my brain chose not to! As I go through my daily work I just crack on as I used to in most areas, every now and again though…

Managing Clients’ Expectations at the Touch of a Button

And…click! That simple tap was the sound of Dom Wint, owner of web design company Clean Page Webdesign Ltd, hitting ‘send’ and communicating with all his clients- at the touch of a button. As easy as that, he has informed and reassured his clients, whilst managing their expectations. Let’s rewind. A few weeks ago Dom took steps to warn his clients that their websites were not working. With many of Dom’s client base being causes,…

From Filofax to Freedom Pt7 – Respecting My Income

I’ve been steadily using Zoho CRM now for a couple of months, one thing that Paula and I touched on in my training session was other tools I may want to include in the future. From what I had learnt in my early conversations with Paula, Zoho Books could be a useful tool.   I am my accounts department, short of the full company accounts I do everything else myself. I keep my own books,…

From Filofax to Freedom Pt6 – Gaining Momentum

So we’re going to get in a time machine now and go back to my training session with Paula, before Christmas card writing! The training session was focused on me observing while Paula showed me around the system, this was exciting for me because for a while I had only been using the email (head back to Pt3 – The Nitty Gritty to find out why!) so seeing the actual CRM was pretty cool. All…

From Filofax to Freedom Pt5 – Festive Efficiency

I wanted to share a mini post about how using the system is already having a positive impact on my ability to connect with my clients efficiently and effectively. My business has grown over the last 12 months and I am blessed to have more clients than I did at this time last year. I wanted to send out Christmas cards to them and thought that this would be a good test of the filters…

From Filofax to Freedom Pt4 – Slow Down To Speed Up

You might have heard a saying that refers to the length of time given to chop down a tree and how much of that time would be spent on sharpening the axe, the next stage of my CRM journey reminds me a little of that.   Paula had mentioned to me a Data Dictionary and once my contacts were all in one place we were able to begin work on categorisation and building the Data…

From Filofax to Freedom Pt3 – The Nitty Gritty

Ok, spoiler alert, it all gets a bit tech nerdy at this point! It also got a little tough going, don’t let that put you off though, it is all necessary, as shall be revealed…….. So if you read my first blog you will have seen the picture of the stacks of business cards and also my Filofax. This was (is) my CRM, but my vision had now become crystal clear, have everything in one…

From Filofax to Freedom Pt2 – Crystallising Vision

I wasn’t quite sure what to expect from our scoping session, I suspected it would be practical stuff like how many contacts, categories, a discussion about other tools I might want like invoicing etc. It was nothing like that! Paula asked me questions about my business that I hadn’t considered for a while, stuff like where my business going, what it looked like in the next 5 years, who I was working with and importantly…