I was once THE most organized, efficient, productive person I knew. But now, with the wealth of resources at our fingertips, I am constantly seeking the most streamlined systems, tools, apps, workflows, and more, but I'm getting nowhere but back to where I started. I am wasting time by not being as effective as I could be, all while trying to save time and become more efficient. My situation is likely quite common, but here's the low-down:
I work remotely as an advisor and board member for a variety of different companies - currently all in the natural products industry (FoodTech, Ingredients, and/or finished supplements, cosmetics, and functional foods)
I have a casual reputation as someone who knows how to connect people and facilitate getting things done while still taking time to enjoy the relationships I have developed through my industry.
I'm often helping founders develop a growth plan, which also usually includes helping with an investment pitch
Lots of research that I have to do myself, and try to organize - I often use Perplexity or ChatGPT for research
Typical invoices, expense into FreshBooks.
But my systems are broken - or at best - in a constant state of flux.
Systems I currently and/or have previously used (you'll get the point):
Word
Excel
PowerPoint
SharePoint
Teams
Google Docs
Google Sheets
Google Forms
Apple Calendar
Apple Reminders
Fantastical
Things3
Canva
DropBox
Google Drive
ChatGPT
Perplexity
AirTable
HubSpot
OneDrive
Whatsapp
Evernote
Notes
1Password
Freshbooks
Zapier
Fathom
I have a MacBook Pro - a 32" monitor, scanner, black and white, and color laser printers, iPad Pro, and iPhone.
Now I know there is a way to pare down the list of tools, optimize the use of cloud files, create automations for invoices, reminders, organization of conference calls, Calendars, Contacts, Fathom notes, and reminders.
But mainly, I want the goal to be a simple, easy-to-maintain (i.e., become habitual) daily business process for handling incoming and outgoing communication, as well as tracking projects in one place, etc. - I am certain there is a simple solution that will take me forward and scale with me and my business.
I could go on and on, but there is someone in this fair city who could assess my situation, provide a solution that works for me, and check in occasionally to ensure everything is going well.
Is this you?
Feel free to drop me a line - see what I do and it might give you an idea of what type of systems I need to use, if even every once in a while. www.growthways.com - Please use the "Contact Us" page to share how you can assist and provide an estimate of the project's budget.
I look forward to meeting the right person to get me back on track. Regards....Mike