Basic Setup Guides

To automate and offload a majority of administrative tasks, you need a few different applications. 

1) You need a host for everything. Basically a place to point your clientele to. Somewhere you can write out instructions and send out very easily. I’ve found that Squarespace does this very well and allows you to create custom web pages for pretty much every step of your process. 

2) You’ll need a place to communicate with clients and your team. You can only do so much via text message or facebook messenger, and frankly - if you ever need to search for something, it’s a nightmare to scroll through hundreds of texts to find a little bit of information. Centralizing client and team communication through a platform like Slack will help a LOT with this.

3) You need a place to book meetings. A lot of time is spent on deciding availability and times for meetings. You can use an app like calendly to set free time in your schedule and allow your clients or team members to book events directly with you - so you don’t need to go through the hassle of figuring out a time manually.

4) You need a centralized project planner. There’s tons of apps that do this. I recommend Trello since it has the most automation capabilities (and since I have a bunch of templates that you’ll get from this kit). As you grow, you’ll most likely bring on team members to work on various aspects of your projects. Having a centralized project planner is a great way to ensure that information is not lost, and that projects are moving forward.

5) You need something that automates all the small tasks. Stuff like duplicating tasks, creating project planners, getting an artist into your communication space, etc. Zapier is the ideal application for this since it will link together all of the other systems that I’ve mentioned, and help everything run like a well oiled machine.

So let’s jump in a bit and break down each of these, and get you set up!