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  • Ashley Cannard

10 tips on how to organize your business

Updated: Jan 22

This week I want you to think about some ways you can get organized...



Organization is key to success. Now, that doesn't mean you need to become a #minimalist or a Type A personality, but it DOES mean that you need to start prioritizing your space based on your needs.


1. Physically organize your office space and storage - If you're going to make progress with your business, you need to create an environment that supports that vision. In other words, purge your office of things you don't want, need or use.

2. Digitally organize - If you can't see your desktop background, you've got some work to do. Clean out your inbox. Maintain an efficient filing system. Use the cloud for storage and sharing.

3. Plan your social media campaigns, blogs and content in advance - This is great for at least two reasons:

1) When you schedule these things in advance, you free up time in the future to focus on other tasks that will being in more clients and revenue.

2) This is a great project to work on when you're in the right mindset. What I mean by this is take advantage of the time when your brain is full of content and creative juices - take a few hours out of your day/week and really sit down and think about great content that your clients/followers will benefit from.

4. Go paperless - I think this one speaks for itself... By eliminating piles upon piles of paperwork and receipts, you immediately have cleared up physical desk space, which ultimately clears up mental space.

5. Create and/or improve your scheduling system - Whether it's consultations, weekly meetings, video chats or phone calls, make sure they're based on a schedule and platform that works for you. Yes, we all want to be available for our clients at all times, but it can eventually become a disservice to your clients if YOU aren't organized enough to give them your full attention.

6. Track your time - As I tell my clients, time is your most valuable asset. I mentioned in my blog post on "How to be more productive," that creating a schedule and sticking to it is so important because it keeps you accountable to yourself and your clients. Being respectful of your own time will reap many rewards, I promise.

7. Plan ahead for quarterly taxes - Collect receipts, invoices, mileage... All the tax-related things that make your business run. If you have all those things readily available (preferably digitally), it will be much easier for you to track and manage your business day-to-day.

8. Define your business goals and plans - Again, I talk about having a vision all the time. But in order to make that vision a reality, you must have goals and a plan to achieve those goals. Sit down and really think about what you want and how you're going to get there.

9. Keep yourself and your employees motivated - Company morale is so important, often talked about, but frequently overlooked. Brainstorm some creative and consistent ways to keep in touch with your team to keep them motivated! Whether it's a weekly meeting with you where they can express any questions, concerns or ideas, or an annual retreat where you 'treat' your employees for all their hard work and contributions. Let them know they matter to you.

10. Keep in touch with clients and prospects - And lastly, let your clients and prospects know that they are on your radar. What's the point off social media and every other form of connecting with people if you don't use it. Engagement is such an important part of running a successful business. So reach out, see how people are doing, ask if there's anything you offer that they could benefit from.


Something to think about...


Fresh Perspective. Creative Solutions. Free Consultation.⁠

Marketing Consultant | www.ashleycannard.com⁠


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