How To Start A Business Using The Best Apps

A step by step guide to the best apps available for small business owners to run their business most efficiently.
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  • Lectures 46
  • Length 4 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 12/2014 English

Course Description

This course is for any entrepreneur ready to launch their small business. Whether you're a freelance graphic designer, marketing consultant, or you’re selling your small batch jams to the world, the foundations of running a small business are the same: you need apps and technology to support your operations so you can focus on delivering great client service and products. Don’t miss out on new business opportunities or waste time and money searching for the right tools. Instead, take this class and get all the information you need in one place!

This course offers step-by-step instructions on how to set up and use the best apps and technology available for small business owners:

  • Starting from the foundations, you'll build a website, set up your business email, calendar, and file storage tools.
  • Next, you'll learn how to manage small business accounting, making sure you're always aware of the financial health of your business.
  • You'll learn to track and follow up on prospective customers and leads, making sure you're always focused on business development.
  • Small business owners are busy, so having a solid task management process is critical. You'll learn the best way to track and review all the to do items on your plate.
  • Next, you'll dive into promoting your business via online marketing (ex. blogging) and social media. You’ll learn the most efficient way to source, plan, and push out new content to your audience so you’re seen as an expert in your field.
  • Last but not least, you'll learn tools that are designed to make you faster and more efficient at doing your work.

Take this course now and make your business run like a well-oiled machine.

What are the requirements?

  • Students should have a business that they want to start.

What am I going to get from this course?

  • Set up all communication tools needed to run a business, such as business email, calendar, and file storage.
  • Create a website for their business.
  • Monitor the financial health of their business by tracking income, expenses, and running financial reports.
  • Plan and execute a blogging and social media strategy to connect with their audiences.
  • Track leads and prospective client information so they never forget to follow up on a potential deal.
  • Streamline the way they manage their to-do list so nothing ever falls through the cracks.
  • Use tools and technology to be quicker and more efficient at managing their business.

What is the target audience?

  • Entrepreneurs starting a new business with 0-4 additional staff members.
  • Entrepreneurs who want to use the best tools and technology available, but don't want to waste time and money researching what the best solution for them is.
  • Entrepreneurs who want to learn simple, inexpensive, and proven tools that are designed for small businesses.
  • Entrepreneurs who want their business to run like a well-oiled machine.
  • This course does not include any information on selling products, tracking inventory, or payroll.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction
Welcome!
Article
Section 2: Foundations
Article

This lecture gives you an overview of what's to come in the rest of this section.

Article

In this lecture, you'll make a decision of whether or not you'll have a website (and thus, an online presence) and how your website will be developed (by you or by a designer). You'll also decide on using Gmail vs. Google Apps for Business.

Article

If you chose Option A in the previous lecture, you'll find instructions on how to set up your free Gmail account here.

17:36

For those who chose Option B, this lecture shows you how to set up a SquareSpace website.

09:54

For those who chose Option B, this lecture will show you how to set up your Google Apps account so you can have an "@yourdomain.com" email address through Gmail.

07:53

For those who chose Option C, this lecture shows you how to set up Google Apps for Business so you can have an "@yourdomain.com" email address through Gmail.

03:45

For all students, this lecture walks you through how to configure a few basic Gmail settings to get you started.

06:03

For all students, this lecture will show you how to configure your Calendar, including splitting out a personal and business calendar you can see in one view.

08:24

For all students, this lecture walks you through why you should use Google Drive and how to use both the web version and the desktop version.

Article

For all students, this lecture shows you how to set up Chrome as your browser as well as how to view Gmail offline.

Article

For all students, this lecture shows you how to make Gmail, Google Calendar, and Google Drive work on your tablet and/or smart phone.

Section 3: Financial Basics
06:29

This lecture will walk you through the basic and advanced features you'll need in an accounting system. It will also give you a comparison between two products, Wave Accounting and Freshbooks Accounting, for you to choose from.

09:31

For those who chose Option A, this lecture shows you how to set up Wave Accounting and how to log your expenses and receipts.

11:42

For those who chose Option A, this lecture shows you how to set up invoicing and collect payments in Wave.

04:56

For those who chose Option A, this lecture shows you how to run and interpret financial reports in Wave.

06:00

For those who chose Option B, this lecture shows you how to set up Freshbooks Accounting and how to log your expenses and receipts.

10:27

For those who chose Option B, this lecture shows you how to set up invoicing and collect payments in Freshbooks.

04:08

For those who chose Option B, this lecture shows you how to run and interpret financial reports in Freshbooks.

Section 4: Financials Advanced
03:49

For those who chose Option A, this lecture shows you how to reconcile your accounting system with the bank using Wave.

01:45

For those who chose Option A, this lecture shows you how to grant other users access to your Wave account.

Freshbooks: Time Tracking (Option B)
Article
02:52

For those who chose Option B, this lecture shows you how to grant other users access to your Freshbooks account.

Tracking Milage (Option A and B)
Article
Section 5: Sales/Customer Tracking
Article

This lecture will introduce you to the concept of a Customer Relationship Management (CRM) System.

10:36

In this lecture, you'll learn how to set up Streak and how to use its basic elements.

05:15

In this lecture, you'll learn how to use some of Streak's more advanced features as well as how to maintain Streak in the long term.

Section 6: Task Management
Article

This lecture will introduce you to the concept of a task management system.

10:49

In this lecture, you'll learn how to set up Todoist as well as how to use the task management tool. You'll learn how to create tasks, projects, use recurring due dates, and how to do a daily and weekly review.

06:06

In this lecture, you'll learn about the Todoist Gmail plugin. You'll set it up and learn how to turn your email into tasks.

02:45
In this lecture, you'll learn how to share projects and tasks with team members.
Article
In this lecture, you'll decide if you want to upgrade to Todoist premium or keep the free version.
Section 7: Blogging and Social Media Tools
Introduction
Article
05:39
In this lecture, you'll learn how to use Pocket, a free tool for sourcing content from around the web.
07:13
In this lecture, you'll learn how to use Trello to brainstorm and plan out blog content.
07:21

In this lecture, you'll learn how you can manage all your various social media accounts through a single tool called Buffer.

08:37

In this lecture, you'll learn how to use MailChimp to design and manage your email newsletters. You'll also learn some basic strategies for growing your email subscriber list.

Blogging and Social Media Tool Summary
Article
Section 8: Efficiency Tips & Tricks for the Pros
Article

This lecture is an overview of what's to come in this section.

06:23

In this lecture, you'll change some settings within Gmail to make you ultra-efficient in processing your email.

07:13

In this lecture, you'll be introduced to Boomerang, a tool that allows you to track emails that don't have a response and to schedule emails to send later.

Article

In this lecture, you'll be introduced to Boomerang Calendar, a tool that makes scheduling much simpler, specifically when planning events with groups.

07:00

In this video, you'll see an example of Zapier in action. Zapier is an app that allows you to automate workflows by connecting tools you already use (such as Streak and MailChimp) to each other.

06:02

In this lecture, you'll learn how Alfred (a productivity tool for Macs) can help you launch apps, files, and other things quickly and more efficiently. This tool is not available for PCs.

05:51

In this lecture, you'll learn how you can use Alfred to create powerful workflows that save you time. Alfred is a tool available to Mac users only, so PC users can skip this lecture.

Section 9: Conclusion
Goodbye!
Article

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Instructor Biography

Vicky Cassidy, Productivity & Process Improvement Consultant

Vicky helps small businesses be more productive. Whether it's changing personal and team habits, implementing technology, or streamlining operations, she helps businesses make strategic changes that build sustained results.

Professional Background

Vicky started her business, Grid Productive, in 2013 after working in project management and business analytics in the technology industry for five years. In those roles, she helped multi-million dollar businesses get stuff done quickly, efficiently, and accurately.

Now, she enjoys working with small businesses, taking many strategies and processes she learned in the corporate world and scaling them down to make sense for small businesses.

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