I thought technology was supposed to make our lives easier! I admit, I’m a bit of a tech geek. I enjoy experimenting with different apps and products but often feel overwhelmed by all the choices. And I can waste way too much time trying to figure it all out.
My online booking system rocks – for my clients and for me (two thumbs up to Jane Software). Scheduling appointments, recording notes, taking payments and issuing receipts – it takes care of all that. But I needed a more efficient approach to managing my to-do list, reading, research, social media interactions and more.
One night I came across an interesting Twitter post about self-care (one of my favourite topics) by Lisa Kelly. (I know, I know, I really should be closing down my screens after dark.) Lisa, aka the Admin Guru, is an online business manager who tackles the stuff that can weigh you down. Her heart-centered approach appealed to me, so I booked a consultation for a tech tool audit.
Tech Tool Audit & Strategy Solution Guide
We discussed my current situation and objectives, and a few days later she presented me with my systems solutions guide. It’s a thoughtful, well-organized review with clear, concise recommendations. Content management and sharing, bookkeeping, client and referral follow-ups – she covered it all. It includes suggestions for both tools and processes. Well-armed, she sent me off to focus on the strategies we developed.
One of the best tips is to ‘batch process’. I now schedule blocks of time for accounting, email or other projects. It’s easier when you’re in a groove and much less distracting. Plus I’ve got checklists for recurring tasks. I feel like I’ve freed up space in my brain for creative thinking!
Most importantly, Lisa recognized my difficulty in focusing on anything intense between clients so suggested I use these periods for self-care activities. I love it – work-life balance scheduled right into my calendar.
Two weeks later we had an accountability session where I was able to report excellent progress with my new strategy. It’s a work in progress, but a definite success. Now just need to get back into the flow after vacation.
Get Things Done
As an online business manager, Lisa offers a full menu of services. Project, team and operations management to online training and support. You can learn more about her approach and packages at Admin Guru. She’s got a comprehensive line-up of resources on Listly too. Check it out; get things done!
What are your productivity challenges? Do you have any helpful tools to get things done? Or favourite self-care activities for breaks in your work day? I’d love to hear about them.