Tips from Insightly to Take Your Business to 11
Welcome to Turn It Up Tuesday, where we bring you 3 weekly tips—a tip on using Insightly, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!
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Organize Your Tasks with Categories |
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The Insightly Tasks tab already helps you keep your tasks in order by grouping them by the due date and priority you’ve set on each task, but did you know you can add color-coded categories to the mix to help you filter your list and focus on specific duties? If you’re a real estate professional preparing an open house, you probably have tasks to check in with a seller, prepare a sign-in sheet, and put out signs. If you use an “Open House” category for these tasks, you can select it from the Category dropdown to see a focused list of all the upcoming open houses.
If you’re in construction, set up “Contractor” and “Inspection” categories. Running an IT business? How about “Equipment purchase” and “Scheduled visit”? Because you can set up your own categories, you can customize categories to fit your needs! |
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Sponsor an Organization for Good and for Marketing |
| Sponsoring an organization is a great way get involved with local, charitable, or national organizations while promoting your business. You can lend a hand to a group that reflects your own experiences, such as starting a small business, or you can choose an organization that reflects your broader interests, like animal rescue. When you look into a sponsorship, check for a good reputation and an audience that would be interested in your products or services. Ask if their own marketing will include your business name. Find out what kind of publicity they plan before and during their events. Local organizations are often inexpensive to sponsor and may give you a good return on your investment while connecting you to your community. |
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Repurpose and Get Things in Order |
| Organizing at home is often an endless struggle, but when you’re clearing out some clutter there may be a way to kill two birds with one stone by reusing things in novel ways. If you need a place to store your Christmas ornaments, use an apple container from the grocery store. Before you get rid of those old clothespins, you might want to think about the cords hanging under your desk. Adapting new uses for things you might otherwise throw out is not only a good way to recycle, it may be a great way to get things in order. A quick internet search could help you find new purpose for a shoe organizer as a place to hold office supplies or snacks or a winerack as a towel holder. You’ll start seeing new uses for items all around you! |
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