SORTED!

In the beginning ..........................................................1How to get the most from this book ............................ 11. Be realistic .................................................................... 12. Be committed .............................................................. 23. Be kind .......................................................................... 2Systems vs tools .............................................................. 4How to use this book ..................................................... 41. To solve a specifi c problem ....................................... 42. To help you plan your ideal business andthen carry out the steps required to get there. ........... 5Chapter 1: Getting started ........................................7The SORTED Framework ................................................ 9Rule 1. All businesses have three departments ......... 10Rule 2. There are three stages of business.................. 11Before you start choosing your systems and tools ... 14How will you do your work? ........................................ 15What is your business? ................................................. 17Chapter 1 checklist ..................................................... 22Chapter 2: Client attraction: getting customers ...25Word of mouth ............................................................. 26Offl ine advertising ........................................................ 26Email marketing ........................................................... 27What is email marketing? ............................................. 27The rules of email marketing ........................................ 28What does an email marketing tool do? ................... 31
Which system to use? ................................................... 35Moving on from free tools ............................................ 36Websites ........................................................................ 38Domain names and web hosting ............................... 39What do you want from a website? ........................... 40What is the simplest way to get a website? .............. 44Wordpress.com vs Wordpress.org ............................... 44Measuring ...................................................................... 46Google Analytics .......................................................... 47Landing pages .............................................................. 48What are the options? .................................................. 48Social media ................................................................ 49Facebook ....................................................................... 50Twitter ............................................................................. 53Instagram ....................................................................... 54LinkedIn .......................................................................... 55Social media scheduling ............................................ 56What are the options? .................................................. 56Chapter 2 checklist ..................................................... 57Chapter 3: Delivery: great customer service .........59How to consistently deliver above expectations .... 59Standardisation: over-delivering's best friend .......... 60What are the options? .................................................. 62Presenting your process diagrams .............................. 64Standardisation tools .................................................... 65Checklist tools ................................................................ 65How to get started ........................................................ 67What to do with all this information ............................ 68
Templates ..................................................................... 69Customer Relationship Management Tools ............. 69So what does a CRM tool do? .................................... 70Why use a CRM tool? ................................................... 71What are the options? .................................................. 73HubSpot .......................................................................... 75Keap ............................................................................... 75Client communication ................................................ 76What are the options? .................................................. 76Creating content ......................................................... 77Written content ............................................................. 78Audio content ............................................................... 79Video content ............................................................... 80Webinars ........................................................................ 82Online programmes and memberships ..................... 82What are the ways of delivering an online course ormembership programme?........................................... 83Events ............................................................................ 85Publicity .......................................................................... 85Booking systems ............................................................ 85Chapter 3 checklist ..................................................... 87Chapter 4: Behind the scenes: make yourlife easier ................................................89Keeping it all above board ........................................ 89Things to think about ................................................... 89Registering your business .............................................. 89Insurance ....................................................................... 90Data protection ............................................................ 90Finance ......................................................................... 91
Bookkeeping vs accounting ........................................ 92Accounting .................................................................... 93The fi nance information you need to keeptrack of ........................................................................... 93Accounting tools ........................................................... 95Getting paid .................................................................. 98Information storage ................................................... 102Physical storage .......................................................... 103Cloud storage.............................................................. 104The internet and computers ..................................... 107Internet ......................................................................... 110Browsers ........................................................................ 113Extensions ..................................................................... 117Email ............................................................................ 118What sort of email do you want? .............................. 118Choice of email address - webmail ordomain-based ............................................................. 118Where to get a domain ............................................. 119Email hosting ................................................................ 120Email client ................................................................... 121Calendars ................................................................... 131Calendar options ........................................................ 132Booking systems .......................................................... 139Time and task management .................................... 141Time management tools ............................................ 141Time tracking ............................................................... 141Task management ...................................................... 143Simple tools .................................................................. 144
Offi ce tools ................................................................. 149Word processing ......................................................... 151Spreadsheets are cool ............................................... 152Presentations ............................................................... 154Cool tools .................................................................... 156Make some space in your brain! Use a note tool ... 156Make your business beautiful: design tools .............. 158Capturing information: surveys and feedback ....... 159Keep it safe... ............................................................. 165What can you do? ...................................................... 166Chapter 4 checklist ................................................... 168Chapter 5: Bringing it all together .........................173Choosing a new tool ................................................. 173Requirements defi nition .............................................. 174The 'suck it and see' method .................................... 175Creating your action plan ........................................ 176