Have you ever felt overwhelmed trying to keep all of the tasks in your creative business organized?
This is one of the most common question I get as a creative business educator, so you’re definitely not alone!
It’s taken me years of trial and error to figure out a system that works well for me!
The thing that’s worked best for me is a tool called Asana — which is a project management system that helps me keep my creative business on track!
I use the free version of Asana and 3 main boards that I chat through on today’s podcast episode:
- My Business Headquarters Board
- My Clients Board
- My Marketing Map Board
Tune in to the episode & stay until the end to see a BTS of my computer screen to see how I have my boards setup!
My Business Headquarters Board
This is essentially my home base to keep my business organized from a high level standpoint!
I keep all the info about my yearly & quarterly goals, my monthly focus & big projects or tasks, my brand information (hex colors, brand voice, my bio), all the information about my offers and products, financial info and quick links here!
Tune in to see BTS of exactly what this looks like!
My Clients Board
My Clients board to keep all my client information, workflows & deadlines organized. I use this in tandem with HoneyBook.
I break mine into sections including Workflow Templates, rInquiries, Portraits / Engagement Sessions & Weddings.
Each wedding or shoot gets its own card – with the main deadline being the date of the wedding. I can then assign the subtasks different dates so I never miss a detail! Watch the video to see how this is laid out in Asana!
My Marketing Map Board
I keep my marketing routine & calendar here!
I have templates for each piece of content that I create (blog posts, podcasts, etc). I also have a Copy Bank that I can store content ideas in so that I can easily pull from there whenever I need to create something new.
I organize them by posts ideas for the quarter, posts or episodes I’m actively working on to outline & record, and ones that I hand over to my VA for to do things like brushing up the SEO, scheduling & publishing them!
Again, be sure to watch the video to see how to set one up for yourself!
I assign myself dates and each week I go in and make sure I know exactly which tasks I need to tackle when to keep the business moving forward. Then each day I just look at the “My Tasks” calendar view to stay on top of it and can move the tasks to another day if something comes up and I need to be flexible!
I hope this video was helpful to see BTS of a thriving photography business and how I keep it all organized without too much work in Asana.
If you liked this video, you would LOVE the masterclass where I’m sharing more about how I went full-time with my photography business in less than a year. It’s called 3 Steps on Tripling Your Photography Income and you can find it at www.manaliphotography.com/class
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