Discover essential online tools like Highrise for managing relationships, Basecamp for project tracking, and TimeTrade for efficient scheduling. Increase productivity by automating repetitive tasks and focusing on your expertise with these helpful resources.
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Quick takeaways
HighRise simplifies client relationship management for individuals and small teams.
Basecamp enhances project organization and collaboration with customizable templates and task tracking.
TimeTrade streamlines appointment scheduling by syncing with calendar apps and automating coordination processes.
Deep dives
HighRise - Effective Client Management System
HighRise by 37signals offers a user-friendly customer management system to track and organize client relationships. Unlike complex and costly systems like Salesforce, HighRise simplifies client interactions, allowing easy notes and email integration. By tagging contacts and events, it streamlines relationship management and enhances productivity for individuals and small teams.
Basecamp - Streamlined Project Management
Basecamp, also by 37signals, provides an online project management system that integrates with HighRise. It simplifies project tasks through customizable templates, task assignments, and progress tracking. Users can efficiently manage multiple projects, enhancing collaboration and organization within teams.
TimeTrade - Efficient Scheduling Solution
TimeTrade facilitates scheduling by syncing with calendar apps like Outlook and Google Calendar. It automates appointment planning by displaying available time slots, streamlining the coordination process. By allowing clients to book appointments online, TimeTrade saves time and prevents scheduling conflicts, making it a valuable tool for virtual meetings and engagements.
Instapaper - Distraction-Free Article Reading
Instapaper is a 'read it later' service that captures and stores web articles for later viewing. By preventing distractions and preserving workflow, it enables users to peruse saved content at a convenient time. With features like email sharing and cross-device syncing, Instapaper enhances reading efficiency and knowledge retention.
Buffer - Social Media Engagement Optimization
Buffer aids in social media engagement by scheduling posts across platforms like Twitter and Facebook. Users can pre-schedule content sharing at regular intervals, maintaining a consistent online presence without constant manual posting. This tool enables efficient content dissemination and fosters meaningful interactions with followers.
1Password - Secure Password Management
1Password enhances online security by generating unique and complex passwords for each website. Stored securely with encryption, these passwords are easily accessed with a single master password. By eliminating the need for memorizing multiple passwords, 1Password minimizes security risks and streamlines online login processes, ensuring data protection and user convenience.
Technology is great, but only if it helps you work better. On this episode, I share 7 online tools that I use and will help you get the most of our your time. I currently use them all daily in my work and I'm excited to share their benefits with you.
My three criteria for selection these tools:
Cross-platform
Not apps/tools that you already know everything about
Clear business model
Frees time to invest doing the things you are best at
I currently use all of them
Highrise (highrisehq.com)
The problem this solves: Trying to piece together everything someone has every told you in multiple places.
Far less complex than traditional CMSs
Manage relationships
Track conversations
Tag people for events, projects, etc.
Track details (birthdays, family names, etc.)
Integrates Twitter and LinkedIn
Basic task management
Tracks pending customer deals
Free plan up to 250 contacts / 30-day free trial
What will this help you do? Get stuff out of your head and manage lots of different relationships.
Basecamp (basecamp.com)
The problem this solves: Re-doing the same work again and again and checking in to see if people have done stuff.
Project management tracking
Templates for projects
Integration with a team
No free version, but a 60-day free trial (no credit card), $20/month
TimeTrade (coachingforleaders.com/timetrade) [affiliate link]
The problem this solves: Spending countless hours going back and forth with people on times to schedule with you.
You give TimeTrade calendar access (Outlook, Calendar, Google calendar) and it looks for free spots
You have a link and people can schedule and cancel automatically
Great for people who are outside your organization and don’t want to have any detailed access to your calendar
Appointments show up automatically in calendar and by email
One downside - you need to watch what is free in your calendar
Free version is available, but I use the $49/year version
Check out http://coachingforleaders.com/timetrade [affiliate link] for a 30-day free trial
Lift (lift.do)
The problem this solves: Keeps you on track for the daily habits that are important to you.
Set habits in the system
Track when you complete them
Follow others and encourage others and get encouragement in return
Example: Wake up at 5am
It sends you little motivators by email on alerts on your phone
This version is entirely free
See screenshot below from my iPhone
Instapaper (instapaper.com)
The problem this solves: Cool articles on the web distracting you from getting your work done
Set up an account and install an extension in your browser
See something you like? Hit the button on your browser and it saves it into your account.
Read it later on the device you want to use. I use the Instapaper app on my iPad.
I can then send it other places.
Instapaper account is free, but the apps are a few dollars, depending on the device you use. Or, you can read on the web.
Pocket is a another alternative, but I'm not clear on their business model.
Buffer (bufferapp.com)
The problem this solves: Staying engaged on social media without having to be on social media all the time
One of my goals this year - show up more online. But how, with limited time?
Fill your queue with relevant things for the people who follow you
Buffer will post them on your behalf at regular intervals
Great way to feature the work of others - I do this especially with Twitter
Free version available, but I use $10/month version
1Password (1password.com)
The problem this solves: Not having to track all those passwords in your life and also limiting the ability of hackers to get access to your life
Create unique passwords for every site you visit online
Keep them all in one place, protected by a master password
Login automatically from your browser
Syncs across devices using Dropbox or iCloud
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