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SORTED!

Essential systems for successful small businesses

Alice Jennings

Running a small business can take over your life but it doesn’t have to be that way. Choosing and using the right technology and systems can transform the way your business works and this book shows you how!

Size: 216 × 140 × 15 mm / 8.5 × 5.5 × 0.625 in208 PagesISBN: 9781788600996
Publication: September 19, 2019

Paperback

Available for preorder: this book will be shipped on its publication date of September 19, 2019

  • £14.99

Running a small business can take over your life but it doesn’t have to be that way. Choosing and using the right technology and systems can transform the way your business works and this book shows you how!

No matter how technophobic you are, Sorted! will quickly help you find the small changes that will make a big difference to your business. If you’re more tech savvy, you’ll love the ninja tips to take your business to the next level. Feel more confident in your choice of technology and systems for the future, because whatever your plans are, you need the right systems in place to help you achieve them.


Alice Jennings loves solving problems! From her time in the lab during her PhD research and then in a corporate environment as a management consultant and process improvement expert, Alice has always looked for ways to make things work better, quicker and smarter. As a qualified ‘coder’ she is able to understand the technology on a deep level while her easy and friendly manner enable her to explain complex systems in a way that is easy to understand. She is passionate about enabling small businesses to use technology and systems to help them punch above their weight. Alice’s mission is to help business owners make informed choices in the systems and tools they use by giving them the information they need to confidently take their business to the next level and resist being bamboozled by people selling the next big idea. Since starting her own small business she has worked with over 200 business owners through webinars, workshops and one to one consultancy; sharing simple tips that enable better working as well as helping implement more complex systems to support growth and reduce stress.

In the beginning ..........................................................1
How to get the most from this book ............................ 1
1. Be realistic .................................................................... 1
2. Be committed .............................................................. 2
3. Be kind .......................................................................... 2
Systems vs tools .............................................................. 4
How to use this book ..................................................... 4
1. To solve a specifi c problem ....................................... 4
2. To help you plan your ideal business and
then carry out the steps required to get there. ........... 5
Chapter 1: Getting started ........................................7
The SORTED Framework ................................................ 9
Rule 1. All businesses have three departments ......... 10
Rule 2. There are three stages of business.................. 11
Before you start choosing your systems and tools ... 14
How will you do your work? ........................................ 15
What is your business? ................................................. 17
Chapter 1 checklist ..................................................... 22
Chapter 2: Client attraction: getting customers ...25
Word of mouth ............................................................. 26
Offl ine advertising ........................................................ 26
Email marketing ........................................................... 27
What is email marketing? ............................................. 27
The rules of email marketing ........................................ 28
What does an email marketing tool do? ................... 31
Which system to use? ................................................... 35
Moving on from free tools ............................................ 36
Websites ........................................................................ 38
Domain names and web hosting ............................... 39
What do you want from a website? ........................... 40
What is the simplest way to get a website? .............. 44
Wordpress.com vs Wordpress.org ............................... 44
Measuring ...................................................................... 46
Google Analytics .......................................................... 47
Landing pages .............................................................. 48
What are the options? .................................................. 48
Social media ................................................................ 49
Facebook ....................................................................... 50
Twitter ............................................................................. 53
Instagram ....................................................................... 54
LinkedIn .......................................................................... 55
Social media scheduling ............................................ 56
What are the options? .................................................. 56
Chapter 2 checklist ..................................................... 57
Chapter 3: Delivery: great customer service .........59
How to consistently deliver above expectations .... 59
Standardisation: over-delivering’s best friend .......... 60
What are the options? .................................................. 62
Presenting your process diagrams .............................. 64
Standardisation tools .................................................... 65
Checklist tools ................................................................ 65
How to get started ........................................................ 67
What to do with all this information ............................ 68
Templates ..................................................................... 69
Customer Relationship Management Tools ............. 69
So what does a CRM tool do? .................................... 70
Why use a CRM tool? ................................................... 71
What are the options? .................................................. 73
HubSpot .......................................................................... 75
Keap ............................................................................... 75
Client communication ................................................ 76
What are the options? .................................................. 76
Creating content ......................................................... 77
Written content ............................................................. 78
Audio content ............................................................... 79
Video content ............................................................... 80
Webinars ........................................................................ 82
Online programmes and memberships ..................... 82
What are the ways of delivering an online course or
membership programme?........................................... 83
Events ............................................................................ 85
Publicity .......................................................................... 85
Booking systems ............................................................ 85
Chapter 3 checklist ..................................................... 87
Chapter 4: Behind the scenes: make your
life easier ................................................89
Keeping it all above board ........................................ 89
Things to think about ................................................... 89
Registering your business .............................................. 89
Insurance ....................................................................... 90
Data protection ............................................................ 90
Finance ......................................................................... 91
Bookkeeping vs accounting ........................................ 92
Accounting .................................................................... 93
The fi nance information you need to keep
track of ........................................................................... 93
Accounting tools ........................................................... 95
Getting paid .................................................................. 98
Information storage ................................................... 102
Physical storage .......................................................... 103
Cloud storage.............................................................. 104
The internet and computers ..................................... 107
Internet ......................................................................... 110
Browsers ........................................................................ 113
Extensions ..................................................................... 117
Email ............................................................................ 118
What sort of email do you want? .............................. 118
Choice of email address – webmail or
domain-based ............................................................. 118
Where to get a domain ............................................. 119
Email hosting ................................................................ 120
Email client ................................................................... 121
Calendars ................................................................... 131
Calendar options ........................................................ 132
Booking systems .......................................................... 139
Time and task management .................................... 141
Time management tools ............................................ 141
Time tracking ............................................................... 141
Task management ...................................................... 143
Simple tools .................................................................. 144
Offi ce tools ................................................................. 149
Word processing ......................................................... 151
Spreadsheets are cool ............................................... 152
Presentations ............................................................... 154
Cool tools .................................................................... 156
Make some space in your brain! Use a note tool ... 156
Make your business beautiful: design tools .............. 158
Capturing information: surveys and feedback ....... 159
Keep it safe… ............................................................. 165
What can you do? ...................................................... 166
Chapter 4 checklist ................................................... 168
Chapter 5: Bringing it all together .........................173
Choosing a new tool ................................................. 173
Requirements defi nition .............................................. 174
The ‘suck it and see’ method .................................... 175
Creating your action plan ........................................ 176

Format: Paperback

Size: 216 × 140 × 15 mm / 8.5 × 5.5 × 0.625 in

208 Pages

No. of b/w illus. tbc

Copyright: © 2019

ISBN: 9781788600996

Publication: September 19, 2019