My Current Workflow Tools and What I use Them For

It’s been quite a while since I’ve been working on a workflow that works just right for my life. As an entrepreneur life gets really hectic at times and difficult to keep organized. But aside from being a business owner, life is so hectic in itself! I think I’ve found my system of keeping my personal and professional life as organized as possible, but it took a lot of trial and error to get here. No one told me that it took organization and time to actually be organized. Go figure!
First thing’s first – what is a workflow? Technically, workflow is defined as the sequence of industrial, administrative, or other processes through which a piece of work passes from initiation to completion. As an entrepreneur, creating a workflow is sometimes really overwhelming. You don’t know what works, you don’t know how to get started, and you don’t know what you need.
I downloaded a lot of apps over the years to try and test out different platforms. Tools like apps, notebooks, and planners are all a matter of preference. What might work for me might not work for you so it’s important to test things out, give it time, and then evaluate how it fits in with your needs. You’re not going to know within a day or a week whether something works for you. You’re going to need patience with each tool.
I didn’t realize how much investment it takes to get a productivity tool to work for you. I always just figured that once I download the app or open the planner it would just be “plug and play.” But I was so off base! It takes time to figure it out, make it work, and tweak it based on your needs. Because of the intense time investment I made in my current workflow I’m always hesitant to stray away from my current tools. It has taken me over 2 years to get it just right so if I do change something in my workflow, that must mean it was well worth it!
So here’s my current workflow and what I use each thing for. I’ll create a post on each tool so I can go more in depth in a separate post to share how I use these items. Stay tuned for those!
  1. iCal for time blocking, events, and meetings.
  2. Evernote for in depth weekly planning, writing blog posts, travel planning, long term projects, and note taking. If you’re interested in my initial set up you can watch my YouTube video here, but I actually need to update the vid. I made a few tweaks. Stay tuned for that! You can also see how I use it for travel planning here.
  3. Todoist for daily tasks and reminders. I have a YouTube video on my set up, you can view it here.
  4. Goodnotes for brain dumping, digital planner, and bible study.
  5. Trello for Blog Scheduling. Trello has been my most recent addition to the work flow. I posted about my current set up this past week, you can read it here
  6. Apple Mail for email. This one doesn’t need much explanation except for 2 things. One, I archive my inbox every week that way it’s at zero when the new work week starts. Having messages (read or unread) in my inbox has always given me anxiety. Two, if it’s an email that needs to be saved like a flight confirmation I’ll forward it to my Evernote inbox using my Evernote account email. This will send that email to my default notebook. Comes in really handy!
Yes, I use and open each app almost every day. Definitely every work day. Not only that but I have each app on my iPhone and iPad so I have it at my fingertips if I’m not in the office. First thing I do when I get into work is open up all my apps and plan my day. I’ll start with I’m thinking about doing a video on how I make it all work so if you’re interested in that let me know.
I know this may be a lot for some, but quite honestly it’s because each thing has its own function in my life. I’ve tried countless times to just use 1 app or just use a planner but I can’t make it work for what I need and want it to do. Hence, my 6 different apps lol!
If you have any apps or services that you suggest please share! I have this tendency to always want the best out there when it comes to productivity.
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Social Media Stats Spreadsheet

I had no idea I was a stats nerd!
When it comes to growth on social media and other online platforms it’s all about the stats. It’s a numbers game. After that it’s what you make of those stats and turn them into conversions. You can have followers all day long, but what difference will it make if those follows and likes don’t turn into conversions?
Forbes defines conversion rates as the percentage of prospective customers who take a specific action you want. 
Whether you want to have people come to your brick and mortar store, increase your online sales, check out your sale items, call someone to set an appointment, or read a blog post, these are all conversions from your marketing efforts turning into actual results.
For me, the best way for me to create conversions for my businesses is to first understand my marketing and how it’s working for me. This is why I’ve decided to create a stats spreadsheet that tracks some basics like followers, site visits, and views. These numbers tell a tale all in themselves lol! As time goes on and as I come to understand the nature of my ideal customer I can add stats to track to make sure my marketing efforts are reaching them and the channels are effective. 
The main reason for keeping my stats for me is to make sure that the social media and marketing efforts we’re investing time and money in are working. These numbers become extremely valuable when you start investing money into things like ads. If your basic marketing numbers like followers, comments, and likes don’t increase then how do you expect to convert? If over time you don’t see any growth in your following which leads to conversion numbers, then your investment in ads wasn’t really worth the money you spent.
If you’d like to start tracking your own stats you can download this Excel Spreadsheet I created here. The spreadsheet will have 30 weeks in it (a little over 6 months) but if you’d like to have it for a year (52 weeks) you just need to copy and paste as needed. Also remember, this spreadsheet is completely customizable. Feel free to change it to make it work for you!
Happy tracking!
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Social Media is the New Word of Mouth

Having a brick and mortar store, we have the privilege to be face to face with our customers on a regular basis. We get to learn more about them, what piqued their interest to come visit us, and how they heard about us. Majority of the time they’ll say, “I found you online, my friend posted about you.”

I think a lot of people really underestimate the power of social media. I’d say that half of the people I encounter don’t know how full wrap their head around the idea of social media, how to use it in a a realisttic way, and be authentic. And the other half has never known life without it so they do nothing but post, watch, and share 24/7. To most people, social media it’s a promoting tool. You’re either trying to promote a product or service or you’re showing off all the great highlights of your life. Either way, business or professional, you’re promoting something. But at its core, this isn’t what social media should be about. In my opinion social media should be a tool to communicate with others. I view it like phone calls or texting, just on a different scale. Instead of communicating with 1 or 2 people, you have this opportunity to communicate with the world at the same time!

Maybe it’s just me, but this is amazing!

Social media is a great place to share, ask questions, help people, and talk to each other. I find more and more people looking to the internet to get recommendations from friends and family.

If you own a business this is something to think about. If you talk and give freely instead of posting expecting a return I firmly believe this approach will get you the results you’re hoping for!


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