The Best Way To Set Up A Company In The Cloud Inexpensively

Learn how easy it is to set up a company almost entirely on the cloud...and with the software we chose...for only $5/mo!
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  • Lectures 15
  • Length 41 mins
  • 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 2/2015 English

Course Description

This course is to show people who are uncomfortable with online software or the cloud how easy it is to actually get your entire company set up (from nuts to bolts) on the cloud. Also, there's a TON of information on the internet about software. So you can spend your own time doing the research, or just take this quick course and we'll show you the most inexpensive yet most useful software to use to save you significant time and money so you can focus on what you do best, sales, marketing, hustling your business....not administration. Now you can work from anywhere in the world and have access to all your company's information at your fingertips, all you need is an internet connection. This quick course is a series of videos that shows you (starting with Google Apps as your base) which software to choose and how easy it is to sign up with them to get you started. This is NOT a training video on each software, this is a video course that shows you what we selected as your best options for the specific software you'll want to use to handle ALL your company needs while at the same time costing you only $5/month to run! Enjoy!

What are the requirements?

  • You should be interested in wanting to know how to set up a business completely online. Nothing I'll be showing you will end up costing you money out of the gates (with the various software), so if you're interested, just try it out and see if you learn something! :)

What am I going to get from this course?

  • set up a micro company in the cloud
  • have a basic understanding of how cloud software works
  • have a basic understanding of how cloud software integrate with each other
  • utilize a CRM program
  • utilize an email marketing program
  • collect customer emails and lead information using forms
  • begin using a service for email marketing newsletters
  • begin using a CRM program for collecting sales leads and customer information
  • begin using Google Apps as the backend base for their online cloud software
  • begin using a project management and task management solution
  • begin tracking time on various tasks and projects using
  • begin tracking customer service requests
  • begin keeping track of all your accounting in the cloud
  • begin sending invoices to your clients using
  • begin doing your payroll for your staff online
  • begin sending legal documents for e-signatures
  • begin managing basic social media needs
  • begin to feel more comfortable with the idea of putting all your company needs in the cloud
  • feel comfortable that you no longer need to have filing cabinets and bankers boxes and a big desk just to handle the administration of your company

What is the target audience?

  • This course for setting up a business in the cloud is designed for those with basic knowledge of online software or cloud integrations or are using a mixture of offline software and online software for different purposes. No prior knowledge in any of these software we'll be walking through is necessary, but familiarity with Gmail is handy!

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: The Process From Start To Finish
02:57

Summary of the benefits of cloud software integrations and what you can expect out of this course.

07:09

This video will show you how to get set up with Google Apps. This is the base of which all the rest of your online company will be built from.

Features of Google Apps (in their own words):

  • More than 5 million businesses have gone Google
  • Professional email and more - Get custom email (@yourcompany.com), 24/7 support, 30GB of storage, and more
  • Freedom to work from anywhere - Create, edit and share files on the go from your phone, laptop or tablet.
  • Business-grade security and controls - Manage your company’s devices and data with tools that provide the control you need.
  • Store and share in the cloud - Save work files in Drive, access them from any device and share them instantly with teammates. No more sending attachments or merging different versions.
  • Meet face to face with anyone - Hold HD video meetings through Hangouts with up to 15 people on your laptop, tablet or phone. You can share your screen, give presentations and chat as you work.
03:44

This video gives instructions on how to set up alias emails so that you can have multiple email accounts all forwarding to your primary email. For example, you log in to Gmail (Google Apps) with YOURNAME@YOURCOMPANY.com, and can send/receive emails from the account. But you'll also be able to send/receive INFO@YOURCOMPANY.com, SUBSCRIPTIONS@YOURCOMANY.com, etc. so that you can better manage your email from one account.

02:07

Still using admin123 as your password? Highly recommend that you don't :) Use a password document stored in your Google Drive to store all your STRONG passwords. You need to only remember one password...your gmail, then you'll get access to your password sheet when you need it. This is a simple solution that doesn't require a separate piece of software; it's all through Google Apps! This video shows how to set up a Google Sheet (spreadsheet) and the suggested column headers for the spreadsheet storage of your passwords.

02:36

This video will show you how easy it is to set up with Toggl. This software is an integral part of any business that requires tracking time for any purpose (whether you are billing hours or curious where your time is spent).

Features of Toggl (in their own words):

  • ONE-CLICK TIME TRACKING. - With Toggl you track time in real time. You never lose a minute of your billable time. If you forget to switch it on, then enter time later on. Organize your time by projects or tags, and mark it as “billable.”
  • IDEAL FOR TEAMS. BOOST GROUP PRODUCTIVITY. - Toggl is built for teams. Your entire staff will be set up and running in minutes. It’s as easy as Twitter - no training required. Start out simple, and drill deeper with user rights and project setup later on.
  • SEXY REPORTS. TRANSPARENT BILLING. - Get an instant overview of your billable time and team progress. Export timesheets. E-mail (or print) professional reports directly to customers or bosses. There are dozens of cool Pro features you’ll grow to love.
  • TOGGL ANYWHERE. - Your time entries are synced in real time. Offline support keeps you toggling even when out of Wifi or mobile coverage areas. Hit the button on your iPhone and the timer automatically starts on your computer. That simple. Oh, and Toggl plays well with your Trello, Asana or other favorite productivity tool.

More Features:

  • Have an unlimited number of projects and clients - No joke. Add as many as you need. It’s still free.
  • Color code your projects - It makes time-usage graphs colorful and adds spice to time tracking. Try pink.
  • Add sub-projects - Gives you wiggle room for job tracking.
  • Divide teams into user groups - Great for companies with many different departments and teams. Makes the project manager’s life a lot easier.
  • View the dashboard - Compare current tracking data with the previous week to see who’s Employee of the Week.
  • Set billable rates - Because some hours are worth more than others.
  • Share time reports - Brag about your logged hours. Share reports via custom link, or export timesheets to Excel, CSV and PDF files.
  • Use rounding and decimals - This is loved by lawyers. For special workflows Toggl has special features.
  • Track time while offline - Hours tracked offline are synced to your account once you’re back online.
01:53

If you're sending contracts or agreements requiring signatures that are legally binding, this is the software for you. This video shows how to set up with HelloSign.

Features of HelloSign (in their own words):

  • BUSINESS CLASS FEATURES - All the tools your business needs to work efficiently including team management controls, customized templates and company branding.
  • BANK LEVEL SECURITY - Your company’s data stays secure with SSL encryption and world-class server infrastructure hosted at a state-of-the-art Tier III, SSAE-16 certified data center with ISO 27001 certification.
  • GOOGLE INTEGRATIONS - Works seamlessly across Google business applications including Gmail, Docs, Drive and the Apps Marketplace.
02:28

Join more than 7 million people who use MailChimp to design and send 500 million emails every day. This video shows you how to get signed up with Mailchimp.

Features of Mailchimp (in their own words):

  • MailChimp helps you email the right people at the right time. Send automated emails based on customer behavior and preferences.
  • MailChimp's send time optimization recommends the best send time within 24 hours of your selected delivery date, determined by your specific list's engagement data. Send time optimization is powered by MailChimp's ongoing big data initiative, Email Genome Project.
  • In addition to the reports that come with every account, MailChimp offers plenty of advanced reporting options that you can access from anywhere.
  • Monitor sales and website activity with revenue reports. With Google Analytics, you can inform your email content with purchase data and more.
  • Add content and collaborate on campaigns that fit your brand, using MailChimp's Email Designer. Want to build your own email? Check out our email template reference.
  • MailChimp's collaboration options, like multi-user accounts and comments inside the editor, will speed up the design process and fit right into your workflow.
  • Access your MailChimp account from your phone. Check your reports, add notes about a contact, or send a campaign when your team is finished working on it.
01:41

If you are not in North America and setting up software sometimes you may be limited to access due to your geographical location. This video shows how to easily set up a VPN (an internet connection that puts you in a country that you wish). This shows hows easy it is to set up a VPN. Don't be intimidated!

Features of Tunnel Bear (in their own words):

  • Simple, private, free access to the global Internet you love.
  • Browse privately - Secure your data and hide your IP address behind a bear.
  • Experience the Internet as if you’re in another country - A TunnelBear can “tunnel” you around censorship and blocked sites to another country of your choosing.
  • Zap creepy trackers - Block the website trackers (ads, analytics, scripts, social buttons) that track everything you and your family do online.
01:33

If you accept email subscriptions from your website, do any client onboarding, send surveys, have any other need for a form? You fill them out all the time on the internet...now you can offer one too! Help keep your data organized by using forms properly! This video shows how to set up with Wufoo.

Features of Wufoo (in their own words):

  • Our form designer can help you create contact forms, online surveys and invitations so you can collect the data, registrations and payments you need.
  • CREATE A FORM! - Use our easy form builder to customize and design your form.
  • SHARE IT! - Link to our pages. Embed on your site. Or use our REST API.
  • GET YOUR DATA! - We can email or text you as data comes in. Or set up a real-time report!
  • FORM TEMPLATES - Choose from 300+ templates. Exactly how you want them. Ready to be customized.
  • REPORTING - Create dynamic visualizations made up of your own graphs, charts and key metrics.
  • CUSTOM RULES - Use rules to create dynamic forms that will follow logic that you've specified.
  • TAKE PAYMENTS - Start accepting online payments with a Wufoo powered form within minutes.
03:01

What do you do with all the leads your business is getting? How do you manage your sales funnel? Keep track of your contacts' information and where they are in the sales cycle with this great CRM program that integrates very nicely with many other programs! This video does a quick walk-through on how to get set up with CapsuleCRM. One of our favorite (if the not THE favorite) starter CRM programs to get you up in the cloud.

Capsule Features (in their own words):

  • Get a complete contact view
    • The contact page gives you a birds eye view of everything you know about a contact so that you can keep track of the people, companies and other organizations that you do business with.
  • Manage your sales pipeline
    • Use Capsule to track bids, deals, proposals and other opportunities.
  • Make sure things get done
    • Manage your to-do list and calendar using tasks in Capsule to ensure things don't get forgotten.
  • Customize Capsule to fit your business
    • Create custom categories using tags such as vendor, lead, customer.
  • Manage groups of contacts with lists
    • Create lists by filtering your contacts using your own criteria such as which city they're in, how you've tagged them, when they were added, or using a custom field you have added.
  • Addons
    • Capsule connects with popular applications to get more done such as create great looking sales proposals, invoice customers for the work you do, send and track the results of a newsletters and more.
03:05

You don't need to learn Quickbooks or hire a bookkeeper anymore! It's easy to manage your finances now with this excellent cloud software, Waveapps has done some great work with their software. This video will show you how to get set up with Waveapps to get access to Invoicing, Accounting, and Payroll (the three primary finance needs for your micro business)!

Wave Apps Features (in their own words):

INVOICING

  • Unlimited professional invoices
  • Accept credit card payments
  • Works with any sales tax
  • Track payments, partial payments, overdue invoices
  • Automate reminders on late payments
  • Invoice for multiple businesses at once
  • Create estimates and quotes
  • Duplicate existing invoices
  • Send invoices by email
  • Send or print PDFs
  • Sell in multiple currencies
  • Customize your payment terms
  • Smart invoice numbering
  • See when invoices are viewed
  • Recurring invoices

ACCOUNTING

  • Run multiple businesses in one account
  • Seamless integration with payroll
  • Bill and invoice reminders
  • Accept payments in a foreign currency
  • Easy-to-read dashboards
  • Business savings
  • Easy bank reconciliation
  • Unlimited expense tracking
  • Customizable, professional reports
  • Journal entries
  • Customizable chart of accounts
02:17

Once you get customers, how do you organize your communication with them? (please don't say via text message :s). Freshdesk is a fantastic customer service tool that helps you organize all communication with your clients in one place. NOTE: CRM programs (like CapsuleCRM) are not places to store this information...it will get very messy for you fast. Separate sales leads and customer service by utilizing a customer service software like Freshdesk. In this video, you'll see how easy it is to set up an account!

Freshdesk Features (in their own words):

  • Ticketing - Make sure every issue gets resolved with powerful ticketing
  • Multi-Channel - Manage all your support conversations in one place
  • Productivity - Increase your team’s engagement and productivity
  • Self-Service - Create a self-service experience that supports your brand
  • Global Support - Scale your support across multiple products, languages and timezones
  • Security - Focus on delivering great support while we take care of your helpdesk
  • Reporting - Measure and track performance using reports
  • Integration - Extend your support capabilities with integrations
02:54

Managing tasks and projects is uber important for any business. Drop the misc. notepads, simplify your life using this friendly software that integrates nicely with other programs. Trello uses the Kanban principles of project management (invented by Toyota to help them dominate the auto market) and this software brings these concepts to life for everyone! This video shows you how to set up with Trello.

Trello Features (in their own words):

  • Trello is the free, flexible, and visual way to organize anything with anyone.
  • Drop the lengthy email threads, out-of-date spreadsheets, no-longer-so-sticky notes, and clunky software for managing your projects. Trello lets you see everything about your project in a single glance.
  • Drag and drop cards between lists to show progress. Add as many people as you need and drag them to cards. Add and reorder lists as you need. Trello adapts to your project, team, and workflow.
  • You’ll see everything about your project just by glancing at the board, and it all updates in real-time. There’s nothing to set up and everyone gets it instantly.
01:19

Have a Twitter account? Facebook? Google Plus? How do you manage it all together? There are lots of courses on Udemy that will show you this. This video is just to show you how to sign up with the favored social media management software, Hootsuite (that manages all your social media accounts from one place).

Hootsuite Features (in their own words):

  • Social media management for any organization
  • Manage social networks, schedule messages, engage your audiences, and measure ROI right from the dashboard.
  • Engagement - With the ability to manage all your social networks and schedule messages for future publishing, Hootsuite gives you a wide scope of your social media activity.
  • Listening - What's your audience saying about your brand? Find out, engage them, and save the day with Hootsuite's best-in-class social media monitoring tools.
  • Analytics - Hootsuite's social media analytics give you an in-depth view of how well your social media efforts are being received, so you can run with what's working or change directions.
  • Collaboration - Adding multiple Team Members makes sharing the workload easier. Social media management and being a voice for your brand is everyone's job. Team Members make that possible.
  • Security - Security is no joke. Reputations, assets, and financials are all at stake. Hootsuite's secure logins, profile protections, and permission levels keep your organization protected.
  • Apps - Increase your social reach and productivity with our App Directory - a collection of 80+ applications like Instagram, YouTube, Reddit, and Marketo, right in the social media dashboard.
02:40

This video shows (with a real timer) how fast all of these software can be set up at one time - just as a point of reference for you. The video is shortened to make it watchable. But that's it! Now you can do the same thing :)

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Instructor Biography

Efficiency Czar, Online efficiency guru. Advanced office/social media tactics

We have spent thousands of hours of work in the following areas:

a) backend company operations while consulting for many small and mid-sized businesses.

b) social media strategies (not about branding or 'fluff', strategies for real growth...integrations of software, tactics, growth building, etc.

c) sales methodologies and strategies for huge performance - not motivation but instead focusing on technology and online tactics to drive in leads and close business.

We are experts in these fields and have a ridiculous amount of real-world, applied experience in these fields. Our goal always is efficiency, efficiency, efficiency.

Every one we talk to at any time, at any place, under any circumstance learns something cool (or nerdy) from our ways of thinking. Follow me and if you see free courses being offered, register right away because they will all be converted to paid courses soon.

All the best!

Our skills:

Linkedin Marketing, Linkedin Sales, Linkedin Leads, Cloud Software, Wb 2.0 Technology, Social Media. Social Media Strategies. Efficiency. LifeHacking. Lifestyle Entrepreneur. Online Marketing. Info products. Entrepreneurialism.

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