Apps & Tech Tips to streamline your life (and keep you sane) Jessica Gwynne

Transcription

1 Apps & Tech Tips to streamline your life (and keep you sane) Jessica Gwynne

2 Section 1 Organisation Jessica@clientkiosk.com

3 Evernote your brain in an app Syncs to all devices Notebook / ideas / shopping lists Video / Audio / Text able / Copy into xplan & coin Free is more than fine! Top Tips: Create different notebooks for different areas of your life and business. Eg. Client Meetings, Marketing, Business Management, Practice Development, Staff, Home, Education 3

4 Suitebox digitise your meetings Cloud driven use on your devices Face to Face Meetings Records meetings and audio Document collaboration for signatures etc $49 per month per user New technology Top Tips: This software / app is perfect for those looking to engage with a younger target market who are too busy / not inclined to attend in person meetings. Can spread your business further afield. 4

5 Basecamp your office online Project management tool Completely searchable lists / content Cloud driven use on all devices Perfect if your staff are remote, or you re out of office a lot $20 a month for up to 10 projects (unlimited users) the Top Tips: Create to-do lists for major areas of your business: client relationships; practice development; marketing; administration. 5

6 Dropbox you no longer need a server Cloud driven syncs on all devices Have your files with you anywhere, anytime Share files, add users & make changes on the go Protects from fire & theft Top Tips: Use as you would normally use your server. Share files with clients, they can save their documents / notes or sign and return them to you. 6

7 Google Drive you no longer need a server again Cloud driven syncs on all devices Have your files with you anywhere, anytime Share files, add users & make changes on the go Collaborate on file Protects from fire & theft Top Tips: Use as you would normally use your server. Share files with clients, they can save their documents / notes or sign and return them to you. 7

8 CamScanner your mobile scanner Scan documents from your smartphone Upload to dropbox or to anywhere Good for bank documents etc Create pdf s or jpegs Top Tips: You no longer need to have a scanner in your office with this handy tool and you can use it anywhere! You could also scan business cards and keep them stored in Dropbox to keep them handy. 8

9 Section 2 Marketing Jessica@clientkiosk.com

10 Facebook Pages App your site on the go Your Facebook site in an easy platform Post directly to your site from here Schedule posts See analytics Check messages and respond Top Tips: Use this for the behind the scenes content that your followers will like so much. Eg. Conferences, community events etc. Be you! 10

11 LinkedIn App your profile on the go Check in with your connections Catch up on the latest news Engage with people in groups Update your profile Top Tips: If you commute on public transport, this is the perfect way to use NET wisely. Have a system that you use to check eg. New connections, updates, groups then done! 11

12 Word Swag you re a designer! Become a top designer in seconds Connect with your audience visually Create great designs with templates and pictures Top Tips: If you have a female target market, this is for you. Use quotes and beautiful pictures and your social engagement will go through the 12

13 Canva you re a designer everywhere! Makes branding and designing easy Free templates to help with just about anything Anything not free is $1 Create documents, social media banners, ads etc Top Tips: Join Canva for business (still free at the moment) to be able to create the same design and resize across all of your platforms (social and printable). 13

14 Hootsuite if you re serious about social All of your social media in one place Syncs between all devices Batch load posts Check all social media activity Activity reports and trends Top Tips: Batch all of your content at the start of the week or month it will save you a mountain of time (particularly if you have a content calendar). Then check daily for any engagement that needs responding to. 14

15 Section 3 Life Jessica@clientkiosk.com

16 Upwork Get your life back Internet based but has an app for communication Outsourcing Hub for anything! Virtual assistants, design, proofreading All in USD, staff from around the world Top Tips: VA s what can they do for you? Anything that is online based and will save you time, letting you spend more time with your family. Eg. filtering, research tasks, travel arrangements, booking appointments, sending post appointment follow ups, file management, database building, transcriptions, powerpoints Basecamp can help you manage them 16

17 TED to feed your brain 15 minute talks on anything you can imagine Interesting and thought provoking The app is topic driven or lucky dip Top Tips: If you like something share it on your social (and with your friends) it doesn t matter if it s not finance related. 17

18 HotelQuickly last minute travel Australasia based hotels Actual last minute deals (not like Wotif now) An only book up to 24 hours in advance Perfect for business or personal travel Top Tips: You can save your payment information so you can book a hotel in about 60 seconds or less, pay and just turn up on the day. 18

19 Questions?