Online Business Organization

The digital tools you need to get the job done

As you know, organization is a core component of systematizing your online business. All of your functional, moving parts should have a dedicated place to live within your entire business structure for clarity of definition and consistency. Few things get me more excited than the concept of digital business organization. I enjoy developing more definition and purpose for each of the elements that make up a well-systematized business infrastructure.

Luckily there is no shortage of tools or methods to adopt that can serve the purpose of organizing your online business today. Making the decision of what tool to utilize is not as important as making sure that you actually use what you put into place.

As for the tools and the methods of organization themselves, they differ in regard to the area of you business that you are trying to organize. For instance, your formation documents and legal agreements will require an entirely different approach to organization than will your recurring task list for the start and end of the day.

Here are some of my hard-won insights when it comes to establishing organization within your online business.

1. ClickUp, or your Project Management tool of choice, should serve as a type of digital back office for your business. Use it to organize every one-off and recurring task that occurs. With features such as assigning and due dates, you're able to oversee what is getting done at a high level. And you can also locate and take a deeper look at elements that could cause issues for you. Check out my free ClickUp template, the "Master Task List (the MTL)" right here!

2. Passwords shouldn't only be stored inside of your head. Use a password manager such as LastPass to centralize the access point for all of the passwords related to your business. This will add a required level of security to all of your login credentials, and a password manager requires little-to-no maintenance once implemented.

3. Use a cloud storage option to house all of your business documents and files online in one location. Google Drive works just fine for this, especially now that there is the option to update file versions and retain its same URL. Ideally, no loose files should be hanging around anywhere. You should establish a filing structure with folders and sub-folders inside of Google Drive that you can adhere to so that every file has a home. Be sure to not over-organize though. You don't want to have to search seven levels down to locate something you need.

4. If you work with clients, using a CRM is a necessity. It could be as as simple as a spreadsheet that you keep current or as robust as a software like Moxie. You'll benefit from having a single reference point for all of your client information. You'll be able to recall specifics about your client communication, your different projects associated with each client, and invoicing and billing details for each of your contacts inside. ¹Try out a free 30 days of the Premium version of the CRM that I use, Moxie, right here!

Establishing organization within your online business structure is essential for clarity, consistency, and efficiency. There are countless resources available to help you streamline your operations. Remember, the key is not just choosing the right tools, but actively using them to their full potential. With a well-organized digital infrastructure, you can focus your time and energy on growing your business and serving your clients. Here's to building a business that runs like a well-oiled machine!

Some of these links are affiliate links, which just means that I may earn a small reward (at no extra cost to you) with a click and a purchase–as according to my Disclosure Policy.

1. my affiliate link for Moxie