Posts in Business
How to Organize Your Life with Trello

I was an absolute mess! I had physical AND digital sticky notes, notes on legal pads and in notebooks. Notes in documents on my computer and in the cloud, notes in Google Drive and in Dropbox. Plus I love stationery, but rarely end up using it, so I have a couple planners where I intended to put notes but never actually did... that...

I thought I was organized, until I realized I wasn't.

🙌🏻   Then I found Trello. 🙌🏻  
(it really deserves a standing ovation!)

Now before you say, "ugh... not another paid app to download." Nope!

This is FREE! 

As in: you-can-use-99%-of-what-they-have-available-without-ever-having-to-upgrade. Yeah, that kind of free.

Never heard of Trello before? It's okay, I hadn't either! I'd heard of Asana, and I tried it but, ...I didn't really like it so I never actually used it = ineffective.

You can use Trello to plan for pretty much anything going on in your life, whether that's for home or business related tasks. You can view those tasks in both a visual list view and in a calendar mode, so you can see which tasks in your board overlap with each other. You can also attach stuff, comment, tag and the whole system is drag-and-drop friendly too.

Does any of that sound good??? Awesome. Then you better keep on reading, because Trello could change your life! 😉

Read More
How I use Dubsado for my Client Onboarding process

Getting started (or even just knowing where to start) with client onboarding can be tricky. I know this, because I've been there! My old process was cumbersome, unorganized and complicated, because I didn't really have one... at all. 🙈

I'd miss steps during client onboarding simply because I didn't have a system, or even worse, maybe I was so excited to get started on the project that I just bypassed all that "stuff." 

Luckily for me, I have wonderful clients and no problems ever came up because of my previous lack of onboarding organization. BUT I knew then, as I know now, that wouldn't last. Not that my wonderful clients would suddenly become something other than wonderful. No, no, no.

I'm saying my obvious lack of organization would eventually lead to an error SOMEWHERE, whether that was accidentally missing a client's deadline, or not getting paid on time because I had to manually set up invoices in PayPal and send them (or soooo many other possible scenarios).

As I mentioned (in detail) here, in Why Dubsado is My Favorite App, ...it's my favorite business app! I have many others on the list (I 💚  you too, Trello).

But in case you missed that (HINT: go back & read it too!), Dubsado is FREE to try, with no time limit on your trial; it just caps you at 3 clients before you'll have to upgrade.

SO WHAT THE HECK ARE YOU WAITING FOR??? 
LET'S GET STARTED!

Read More
Invoicing, Contracts, Proposals, & Time Tracking

This is my favorite advice to share, really.

As a freelancer myself, I know we're always looking for tools that will do everything we need, all in one place, without shaving off large chunks from our profit margin as we grow and scale our businesses.

So, when I came across a podcast about this free resource where several things could be handled all in one place, for less than $20/mo, my interest was piqued. I did some research and found a few different ways to do this!

Read More
My Favorite Apps for Designers + Freelancers

We're all SO busy these days! If you're keeping up with the trends then you haveto cook the perfect healthy meal with that new "superfood" ingredient, or complete this particular workout, or go take this particular class, or whatever the latest trend may be.

You may have kids and a full time job on top of it. Maybe you work at home full time, or have a 9 to 5, and then work nights & weekends on your side-hustle (whatever that may be).

No matter the details, there's still every day tasks to do (like cooking, cleaning, yard work, etc.) on top of maintaining a home life and keeping up with tasks at work. There's also the added task of not totally ignoring your SO or your friends and family while you work your little butt off!

So, who doesn't want a few apps that can make life a little easier?

Read More
My Top 3 Tips for a Smoother Design Process

These are my Top 3 Tips for a Smoother start to the Design Process (they also happen to be pet peeves, just because they tend to be such time-sucks).

I've included a FREE CHECKLIST at the end too! It lists the types of files designers work with and what file formats to send us for certain types of documents when we ask you for them during a project.

These 3 points are essentially just tips to help the design process start moving along more smoothly. It will honestly SAVE each of you (designer + client) loads of TIME, if you both can avoid doing these three things when you start each project! Okay, here we go!

Read More