Organize & Automate 2021 by Nesha Woolery
- Module 01: Productivity
You’ll create a One Page One Year Business Plan and a 90 Day Plan to help you understand the money-making tasks you should focus on. Then we’ll break your plan into smaller goals! - Module 02: Inbox Management
You’ll categorize your inbox, set up a labeling system, install 27 pre-written email scripts to help you tackle tricky client situations, and much more. - Module 03: Project Management
You’ll learn how to use my favourite project management tool – Asana – with your clients. Learn how to create todo lists, send messages, share files, create due dates and even convince and train your clients how to use Asana. - Module 04: Client Onboarding
If you want to impress potential clients, you’ll love this module. You’ll streamline processes like your appointment scheduling and consultation process, learn how to recognize and avoid nightmare clients, create an onboarding page and a welcome page, and more! - Module 05: Project Handoff
In this module, you’ll implement my STAR framework to give your clients a memorable sendoff and have them wanting to work with you again (and refer others to you, too!) - Module 06: Social Media
This module will teach you to schedule and automate strategic social media posts so you can have a bigger impact on social media than you have right now… and do it in less time. - Module 07: Content Creation
Streamline and speed up your content creation process so you never have to scramble to create last-minute, unstrategic content again. - Module 08: File Organization
Take on my Simple Filing Structure and learn how to quickly organize your messy files and folders so it no longer takes you forever to find what you need. - Module 09: Team
Whether you have a virtual assistant or you’re thinking of getting one, this module will teach you how to set up and lead regular team meetings, automate the on-boarding of new team members, track the profit you make from each team member (even ones with admin-only responsibilities!) and more. - Module 10: Tracking Business Growth
You can’t get your business where you want it to go if you don’t know where you are or how fast you’re growing. Tracking your numbers using my Growth Tracker Template will help you understand what is and isn’t working in your business and make decisions based on facts, not emotions.
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