Real talk, after starting my biz, I hit a point where I was overwhelmed, tasks were flying everywhere, I felt super disorganized, color coding wasn’t cutting it anymore & I couldn’t efficiently access all the info I needed behind the business. I was hitting a point of overwhelm nearly every Monday thinking of everything I needed to accomplish that week and being so paralyzed that I couldn’t figure out what to tackle first.
Here’s what changed and allowed me to become calm, confident & capable running my business, even when I was working on limited #sidehustle hours — enter in Trello, a project management system. I started using Trello and had a total *cue the bells* moment. The organization of #allthethings (and floating tasks/ideas that were swirling around my brains) allowed me to spend my time in my zone of genius and grow my business quickly.
Fast forward a few years and I started to realize that as my business grew, I needed something that could keep me streamlined & had features that I was jumpin’ through hoops to get on Trello so I finally made the switch to Asana after yearrrss of dipping my toe in and backing back out.
If you’re nosy – I mean curious! – about how I keep things running like a well-oiled machine behind the biz, I’m walking through exactly how I manage all of my business projects & client tasks using Asana in the latest YT episode that you can find down below!
The TLDR; is that I run my business off of 3 main boards on Asana.
1. Business HQ
This board includes columns for my yearly & quarterly goals, routines (think weekly, monthly, quarterly), any big quarterly projects that I’m actively working on, finances and my overall branding to easily pull information as I’m working throughout the day.
2. Marketing Map
This map includes ALL of my marketing content – I actually create my email newsletters, blog post and Instagram caption copy all on Asana cards so that I can quickly see exactly what content is going out when & where I am in the process of creating upcoming content! If you’re a longtime follower here, you know that I batch create my content quarterly & monthly and being able to do so in ONE place helps me efficiently tackle all of this content in a non-overwhelming way.
3. Client Board
This board houses my nitty gritty client workflow & details for each of my couples & portrait shoots! It also holds things like Instagram handles of my clients and any relevant info that I would need to pull up! I do use HoneyBook and swear by it (here’s my code for 50% off if you’d like to try it out for yourself!) but instead of having ALL the random tasks cluttering up my HoneyBook view like exactly which gear to prep, etc. I house that all within Asana which keeps it neat and tidy.
Here’s what a basic template of a Business Board could look like for a fellow photographer!
READY TO START PUTTING SYSTEMS IN PLACE IN YOUR BUSINESS?
If you’re wondering what the inside of a successful & streamlined photography business looks like the Behind the Business Course is for you! It includes everything from email templates, client questionnaires, workflows for portraits & questionnaires, a breakdown of a profitable marketing strategy & how to streamline and organize each and every part of your business. More of a visual learner? Be sure to watch the totally-free masterclass!
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