How to organize your business (+ free spreadsheets and planners)

ARE YOU A HOLISTIC NUTRITIONIST, HEALTH COACH, YOGA TEACHER, OR ESSENTIAL OIL ADVOCATE WHO needs to get your business organized so that you have more time for income producing activities? CLICK HERE TO get 4 free tools to help you organize your schedule, marketing, and income for the next year!

It's coming towards the end of the year, so naturally all you can see all over social media is "plan this" and "plan that". Plan your launch. Plan your programs. As a Type-A personality, I'm all about the planning, but I'm also trying to listen to my instincts more. The pull inside me. The last two weeks I've felt a pull to physically clear out my office of all the crap and clutter so that I could clear out my mind, too (= 3 garbage bags full of shredded paper!🗑). I realized that I have tons of free tools on my website to help you organize your business, but they're spread out all over the place, so I wanted to get them all organized into one post.

The tools that I'm sharing today all seem a little ... unnecessary. They don't have anything to do with actually taking clients and generating income, but really, they do.

You see, when you first start your holistic health business, you might have learned about the one-on-one client model. You work with a client, they pay you an hourly rate. So when you were in school or preparing for your business, you could calculate what you could potentially make by figuring you'd work 40 hours a week times whatever you charged per hour.

But then you started your business and realized you were doing more admin-type stuff than anything else: emails, bookkeeping, social media. On average, you'll probably be spending 80% of your time on marketing and admin, and 20% actually seeing clients.

P.S. I talked alllll about this on my Tough Tough Tuesday video on my Facebook page, including breaking down what you thought you'd be making in your business versus what you're more than likely actually making in your business (hint: it's probably 1/4 of what you estimated before you started your biz!). You can watch the video by clicking here, and maybe you should think about joining me when I hop on Facebook live on the same page if you liked that info! Just like my page and choose to get notifications 😉.

The point of the tools below are to help you get organized with the 80% crap that is taking up the majority of your time.

When you can streamline that part, you can free up more time to:

- take clients one-on-one
- create a group program so you can get paid more per hour
- develop an online program
- work your network marketing biz to create residual income

THOSE are the only things that actually make you money. Not social media, not emails, not writing blog posts ... but they are necessary evils to keep people lined up and ready to work with you.

Get organized with your marketing (and other busy work) and you’ll have more time for people to pay you. It’s a simple as that.

Here are my 4 favourite FREE ways to help you organize your business:

1.  Blog Editorial Planner

If you've been following me for awhile, you already know that I'm a huge fan of blogging for marketing and finding new clients. I have an online course teaching you how to do just that (click here for more info).

I personally believe that blogging is the #1 marketing activity you should be doing for your business for a lot of reasons that I already outlined over here.

My free One Year Blog Editorial Planner is one of the most popular downloads on my blog! I guess because it includes:

- an empty calendar so you can start planning anytime during the year
- recommendations for how often you should be blogging (hint: it's not daily!)
- instructions on how to fill the calendar in for twice monthly, bi-weekly, or weekly blogging
- how to take your blog post and turn it into your newsletter (kill 2 birds with one stone)
- my step-by-step plan on how to schedule a 1-year editorial calendar in 30 minutes or less
- how to change your editorial calendar when you're launching a new product or service
- the free online tool I use to test the effectiveness of my blog post titles and newsletter subject lines (it rates it from 0 to 100)
- PLUS an entire year's worth of blog post ideas for nutritionists, yoga teachers, and essential oil advocates!

P.S. if you already downloaded the planner last year, I updated it with a generic 12-month calendar so it can be used for 2017 and anytime going forward!

Use the Blog Editorial Planner if you want sustained, consistent growth of your email list without having to spend money on social media ads.

2. Webinar Calendar

Webinars can be one of the fastest ways to grow your email list with potential clients. I've used them to fill spots in my one-on-one calendar, sell my online programs, run affiliate programs, and add new customers to my network marketing business. Basically, I've used webinars at one point or another for all my income producing activities.

The thing with webinars is that most people think the time investment is only the hour that it takes to present it live. That couldn't be further from the truth.

To prepare for a webinar that actually converts to money in your pocket, you need to:

- set up a sign up page
- connect the sign up page to your email marketing software
- market the crap out the sign up page
- set up automated emails with the live webinar info, including reminders
- prepare the presentation (generally done on PowerPoint, Keynote, or Google Slides)
- run the live webinar with or without a paid pitch at the end← what most people think a webinar is!
- set up the replay link to automatically be sent out
- set up a few follow up emails reminding people they can purchase whatever you were selling

Webinars are a LOT of work but the payoff can be huge.

If you're ready to do webinars in the next year, here's what I suggest:

  1. Figure out how many webinars you can realistically do in the next year. Will you do them monthly? Bi-monthly? Quarterly? When you figure that each webinar could take you upwards of 10 hours of prep time, you can plan accordingly once you look at what other marketing methods you're going to put into action in the next year.
  2. Put your webinars into the blog editorial planner (that I linked to above) so that you can adjust your schedule. Don't set yourself up for failure right off the bat!
  3. Try doing them on a free or very affordable platform before you invest hundreds in fancy software that you might not use. Click here for my free tech training on how to set up webinars for free.

Use webinars if you want quick hits of growth in your email list and are willing to invest the time it takes to do them properly.

3. Social Media Tracker

Social media can seem really sexy at times. Who doesn't like the quick dopamine hit you get from likes, comments, and shares of your stuff? It's like we're biologically wired to become addicted to it.

The things is that social media can be fickle. You might invest tens, hundreds, or thousands of dollars into a social media platform that can change it's algorithms overnight and leave you with lots of followers that won't ever turn into paying clients ... unless you're willing to invest in paid ads.

Social media can be wonderful, but you have to make sure that you're investing your limited time in the things that are actually growing your business.

So how can you figure out which, if any, of your social media platforms are helping you grow your business? You track your numbers every month and adjust your plan as the numbers show you what is or isn't working.

Click here for a free social media tracker.

I have a recurring reminder in my calendar on the 1st of every month to fill out my social media tracker (I use the same one as linked above!) and figure out what's working and what isn't.

Use the social media tracker if you feel like you're spending lots of time on social media but your email list and income isn't growing.

4. Money Tracker

Before I was full-time in my holistic nutrition business, I worked at bank as a teller (giving and taking money all day) and then a Financial Services Representative (investing and lending included).

I saw first-hand the crap that people spend their money on while they would sit in front of me begging for their 3rd consolidation loan in 2 years because they don't have enough money to pay their property taxes and were going to get kicked out of their home ... at the age of 70. It broke my heart.

Money is no joke and you need to get a handle on it.

In my experience, people have two money problems: they either don't make enough or they spend too much.

If you want to be able to write off your business expenses when you do your taxes each year, you need to track your money.

If you feel like you're bringing in good money in your business but still can't pay yourself, you need to track your money.

If you have no idea why you're working 40+ hours a week on your business but your bank account is still sitting at zero (or negative), you need to keep track of your money.

There are lots of ways you can keep track of your money as a holistic health practitioner and business owner, but if you want to do it easily and for free, click here for my free money tracker. All the directions to fill it out are included, so you don't need to worry if you're not exactly money savvy yet.

Use the money tracker if you're running any sort of business, since it's required by the government for your year-end taxes!

Once you get yourself and your business organized, get ready for some major growth. You won't have to waste any more time than you need to on the necessary business evils, and maybe you'll even make so much money with your newly productive schedule that you can afford to have others do your grunt work for you #lifegoals.

I wanna know: do you do any planning in your business? What are your biz goals for the next year?