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Skyrocket Your Productivity with Online ToolsJoshua Zerkel, Certified Professional Organizer®All content copyright 2003-20...
Key areas of productivity                              www.customlivingsolutions.com                            www.profit...
What are online tools?  Let’s define “the cloud”     •   Software as a service (SaaS)     •   Lives online     •   You pay...
Why use online tools? Pros of going to “the cloud”    •   Easy setup    •   Cross-platform    •   No software upgrades or ...
Why NOT use online tools? Cons of going to “the cloud”    •   Need to be connected    •   Different UI than desktop softwa...
The rules  The parameters for our list:     •   Web-based     •   Cross-platform     •   Has real utility     •   I’ve tri...
Evaluation criteria  How we’ll be looking at our choices     •   What it is     •   Why you’d want it     •   Ways to use ...
Our categories The types of tools and services we’ll be looking at    •   Scheduling    •   Collaboration    •   Social Me...
Scheduling: TimeTrade    •   What it is:        –   Online self-scheduling tool    •   Why you’d want it:        –   You d...
Scheduling: TimeTrade                          www.customlivingsolutions.com                        www.profitableproducti...
Scheduling: TimeTrade                          www.customlivingsolutions.com                        www.profitableproducti...
Scheduling: TimeTrade                          www.customlivingsolutions.com                        www.profitableproducti...
Scheduling: TimeTrade                          www.customlivingsolutions.com                        www.profitableproducti...
Scheduling: Doodle    •   What it is:        –   Online individual and group scheduling tool    •   Why you’d want it:    ...
Scheduling: Doodle                       www.customlivingsolutions.com                     www.profitableproductivitytips....
Scheduling: Doodle                       www.customlivingsolutions.com                     www.profitableproductivitytips....
Scheduling: Doodle                       www.customlivingsolutions.com                     www.profitableproductivitytips....
Scheduling: Doodle                       www.customlivingsolutions.com                     www.profitableproductivitytips....
Scheduling: Doodle                       www.customlivingsolutions.com                     www.profitableproductivitytips....
Collaboration: Basecamp    •   What it is:        –   Collaboration and project management tool for inside and            ...
Collaboration: Basecamp                            www.customlivingsolutions.com                          www.profitablepr...
Collaboration: Basecamp                            www.customlivingsolutions.com                          www.profitablepr...
Collaboration: Basecamp                            www.customlivingsolutions.com                          www.profitablepr...
Social Media: Postling    •   What it is:        –   Central dashboard for keeping up with your profiles    •   Why you’d ...
Social Media: Postling                           www.customlivingsolutions.com                         www.profitableprodu...
Social Media: Postling                           www.customlivingsolutions.com                         www.profitableprodu...
Social Media: Postling                           www.customlivingsolutions.com                         www.profitableprodu...
Social Media: Postling                           www.customlivingsolutions.com                         www.profitableprodu...
Notes, Ideas & To-Do’s: Evernote    •   What it is:        –   Online and software-based system for keeping track of notes...
Notes, Ideas & To-Do’s: Evernote                                     www.customlivingsolutions.com                        ...
Notes, Ideas & To-Do’s: Evernote                                     www.customlivingsolutions.com                        ...
Notes, Ideas & To-Do’s: ReQall    •   What it is:        –   Voice-to-text memory aid    •   Why you’d want it:        –  ...
Notes, Ideas & To-Do’s: ReQall                                   www.customlivingsolutions.com                            ...
Paper: Shoeboxed    •   What it is:        –   Receipt & business card scanning and database            service    •   Why...
Shoeboxed – Getting documents in                                   You can:                                         Send ...
Shoeboxed – Analyzing your receiptsShoeboxed captures:   • Vendor name   • Payment type   • Total expense   • Purchase dat...
Shoeboxed – Organizing your stuff                                        Shoeboxed scans,                                ...
Shoeboxed – Creating reports                               Easily create:                                    • Expense rep...
Shoeboxed – Business cards                             Shoeboxed captures:                             • First Name       ...
Paper: OfficeDrop    •   What it is:        –   Document scanning and database service    •   Why you’d want it:        – ...
OfficeDrop – How it works                              www.customlivingsolutions.com                            www.profit...
OfficeDrop – Getting documents in                                                 You can also:                           ...
OfficeDrop – Organizing your documents                                 Organize your way:                                 ...
OfficeDrop – Viewing your documents                                 Retrieve & collaborate                                ...
Multiple Computers & Backup: Mozy    •   What it is:        –   Super-simple online backup    •   Why you’d want it:      ...
Multiple Computers & Backup: Mozy                                  www.customlivingsolutions.com                          ...
Multiple Computers & Backup: Mozy                                  www.customlivingsolutions.com                          ...
Q&A        www.customlivingsolutions.com      www.profitableproductivitytips.com
The Profitable Productivity System– Filled with tips to help you  manage your paper, space,  time and technology– 4 CDs pl...
Special Offers                        Email Me!          joshua@customlivingsolutions.com   For access to every tool and a...
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Joshua Zerkel Skyrocket Your Productivity with Online Tools

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Joshua Zerkel demonstrates online tools and web apps that increase your productivity

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  1. 1. Skyrocket Your Productivity with Online ToolsJoshua Zerkel, Certified Professional Organizer®All content copyright 2003-2010 Custom Living Solutions. All rights reserved. May not be duplicated or distributed without permission.
  2. 2. Key areas of productivity www.customlivingsolutions.com www.profitableproductivitytips.com
  3. 3. What are online tools? Let’s define “the cloud” • Software as a service (SaaS) • Lives online • You pay monthly or yearly (if at all) www.customlivingsolutions.com www.profitableproductivitytips.com
  4. 4. Why use online tools? Pros of going to “the cloud” • Easy setup • Cross-platform • No software upgrades or IT needs • Additional backup • Usually cheap! www.customlivingsolutions.com www.profitableproductivitytips.com
  5. 5. Why NOT use online tools? Cons of going to “the cloud” • Need to be connected • Different UI than desktop software • Security • Will this company be around in a year? • Never “own” software www.customlivingsolutions.com www.profitableproductivitytips.com
  6. 6. The rules The parameters for our list: • Web-based • Cross-platform • Has real utility • I’ve tried it • Under $25/month (per user) www.customlivingsolutions.com www.profitableproductivitytips.com
  7. 7. Evaluation criteria How we’ll be looking at our choices • What it is • Why you’d want it • Ways to use it • Cost www.customlivingsolutions.com www.profitableproductivitytips.com
  8. 8. Our categories The types of tools and services we’ll be looking at • Scheduling • Collaboration • Social Media • Notes, Ideas, and To-Do Lists • Paper & Document Management • Multiple Computers and Backup www.customlivingsolutions.com www.profitableproductivitytips.com
  9. 9. Scheduling: TimeTrade • What it is: – Online self-scheduling tool • Why you’d want it: – You don’t have time to play phone/email tag to set up appointments • Ways to use it: – Let leads self-schedule phone consults – Clients can self-schedule meetings • Cost: $30/yr www.customlivingsolutions.com www.profitableproductivitytips.com
  10. 10. Scheduling: TimeTrade www.customlivingsolutions.com www.profitableproductivitytips.com
  11. 11. Scheduling: TimeTrade www.customlivingsolutions.com www.profitableproductivitytips.com
  12. 12. Scheduling: TimeTrade www.customlivingsolutions.com www.profitableproductivitytips.com
  13. 13. Scheduling: TimeTrade www.customlivingsolutions.com www.profitableproductivitytips.com
  14. 14. Scheduling: Doodle • What it is: – Online individual and group scheduling tool • Why you’d want it: – Because scheduling multiple people can be hair- pullingly frustrating • Ways to use it: – Team meetings without shared calendars – Client meetings – VA scheduling for you • Cost: Free; $29/yr for Premium (ad free, reminders) www.customlivingsolutions.com www.profitableproductivitytips.com
  15. 15. Scheduling: Doodle www.customlivingsolutions.com www.profitableproductivitytips.com
  16. 16. Scheduling: Doodle www.customlivingsolutions.com www.profitableproductivitytips.com
  17. 17. Scheduling: Doodle www.customlivingsolutions.com www.profitableproductivitytips.com
  18. 18. Scheduling: Doodle www.customlivingsolutions.com www.profitableproductivitytips.com
  19. 19. Scheduling: Doodle www.customlivingsolutions.com www.profitableproductivitytips.com
  20. 20. Collaboration: Basecamp • What it is: – Collaboration and project management tool for inside and outside your company • Why you’d want it: – To help keep track of all the pieces of working on a large project – to-do’s, messages, files, milestones, and more • Ways to use it: – Manage to-do’s for your team (or just yourself) – Communicate and centralize changes to a client project – Share business development and marketing ideas with a consultant • Cost: – $24/month for Basic plan, 15 projects, 5 GB storage www.customlivingsolutions.com www.profitableproductivitytips.com
  21. 21. Collaboration: Basecamp www.customlivingsolutions.com www.profitableproductivitytips.com
  22. 22. Collaboration: Basecamp www.customlivingsolutions.com www.profitableproductivitytips.com
  23. 23. Collaboration: Basecamp www.customlivingsolutions.com www.profitableproductivitytips.com
  24. 24. Social Media: Postling • What it is: – Central dashboard for keeping up with your profiles • Why you’d want it: – To sidestep the social-media time suck • Ways to use it: – Pre-schedule all your posts for a month – Track and reply to all comments from one spot – Have your assistant report back on all your social media activity • Cost: Free for basic profile management; $25/month for RSS, tracking Yelp & CitySearch, reposting items, and web stats www.customlivingsolutions.com www.profitableproductivitytips.com
  25. 25. Social Media: Postling www.customlivingsolutions.com www.profitableproductivitytips.com
  26. 26. Social Media: Postling www.customlivingsolutions.com www.profitableproductivitytips.com
  27. 27. Social Media: Postling www.customlivingsolutions.com www.profitableproductivitytips.com
  28. 28. Social Media: Postling www.customlivingsolutions.com www.profitableproductivitytips.com
  29. 29. Notes, Ideas & To-Do’s: Evernote • What it is: – Online and software-based system for keeping track of notes, photos, website, ideas, and more • Why you’d want it: – To get things out of your head an into a searchable system • Ways to use it: – Take photos of whiteboards, notes and napkins from meetings for searching later – Create a notebook for an upcoming meeting with notes, research, and related web sites – Create a shared notebook for each client with websites or resources they could find useful • Cost: Free; $45/year for Pro (more storage, sharing, syncs files) www.customlivingsolutions.com www.profitableproductivitytips.com
  30. 30. Notes, Ideas & To-Do’s: Evernote www.customlivingsolutions.com www.profitableproductivitytips.com
  31. 31. Notes, Ideas & To-Do’s: Evernote www.customlivingsolutions.com www.profitableproductivitytips.com
  32. 32. Notes, Ideas & To-Do’s: ReQall • What it is: – Voice-to-text memory aid • Why you’d want it: – So you won’t forget important things while you’re on the go • Ways to use it: – Automatically transcribe client meeting notes – Send tasks to your VA while on the road – Create notes or to-do’s for you to handle later • Cost: Free; $25/year for Pro (Integration w/ other tools, GPS enabled) www.customlivingsolutions.com www.profitableproductivitytips.com
  33. 33. Notes, Ideas & To-Do’s: ReQall www.customlivingsolutions.com www.profitableproductivitytips.com
  34. 34. Paper: Shoeboxed • What it is: – Receipt & business card scanning and database service • Why you’d want it: – To finally get those business cards & receipts scanned! • Ways to use it: – Scan receipts and create reports for bookkeeper – Get biz cards into your contact manager – Eliminate (or at least reduce) stored receipts • Cost: $10/month, 50 scans www.customlivingsolutions.com www.profitableproductivitytips.com
  35. 35. Shoeboxed – Getting documents in You can:  Send mail  Forward email  Snap with smartphone www.customlivingsolutions.com www.profitableproductivitytips.com
  36. 36. Shoeboxed – Analyzing your receiptsShoeboxed captures: • Vendor name • Payment type • Total expense • Purchase date • Auto-categorizes your items www.customlivingsolutions.com www.profitableproductivitytips.com
  37. 37. Shoeboxed – Organizing your stuff  Shoeboxed scans, data-enters, verifies, organizes, and categorizes everything  Easily search expenses www.customlivingsolutions.com www.profitableproductivitytips.com
  38. 38. Shoeboxed – Creating reports Easily create: • Expense reports • Category reports • View individual transactions • Search and sort by vendor, date, etc. • …and more! www.customlivingsolutions.com www.profitableproductivitytips.com
  39. 39. Shoeboxed – Business cards Shoeboxed captures: • First Name • Last Name • Company • Phone number(s) • Email • Address(es) You’ll also be able to view the front and back of the scanned cards! www.customlivingsolutions.com www.profitableproductivitytips.com
  40. 40. Paper: OfficeDrop • What it is: – Document scanning and database service • Why you’d want it: – To reduce paper without scanning • Ways to use it: – Create a virtual file cabinet – Send OfficeDrop all your mail for scanning, then you can process online later – Clients can send their documents to OfficeDrop and you can access them • Cost: $15/month, 50 pages scanned www.customlivingsolutions.com www.profitableproductivitytips.com
  41. 41. OfficeDrop – How it works www.customlivingsolutions.com www.profitableproductivitytips.com
  42. 42. OfficeDrop – Getting documents in You can also:  Email  Scan  Send paper  Sync with QB Supported doc types: pdf, doc, docx, ppt, xls, xlsx, odt, ods, odg, odp, txt, rtf, html, tiff, png, gif and jpg www.customlivingsolutions.com www.profitableproductivitytips.com
  43. 43. OfficeDrop – Organizing your documents Organize your way:  Folders  Labels www.customlivingsolutions.com www.profitableproductivitytips.com
  44. 44. OfficeDrop – Viewing your documents Retrieve & collaborate • Search • Browse • Share docs • Download • Send to Evernote www.customlivingsolutions.com www.profitableproductivitytips.com
  45. 45. Multiple Computers & Backup: Mozy • What it is: – Super-simple online backup • Why you’d want it: – Because it’s essential to backup your data • Ways to use it: – Backup just your key files – Backup everything on your computer • Cost: Free (2 GB), $5.99/mo (50 GB) www.customlivingsolutions.com www.profitableproductivitytips.com
  46. 46. Multiple Computers & Backup: Mozy www.customlivingsolutions.com www.profitableproductivitytips.com
  47. 47. Multiple Computers & Backup: Mozy www.customlivingsolutions.com www.profitableproductivitytips.com
  48. 48. Q&A www.customlivingsolutions.com www.profitableproductivitytips.com
  49. 49. The Profitable Productivity System– Filled with tips to help you manage your paper, space, time and technology– 4 CDs plus an interactive workbook www.profitableproductivitysystem.com www.customlivingsolutions.com www.profitableproductivitytips.com
  50. 50. Special Offers Email Me! joshua@customlivingsolutions.com For access to every tool and app in the presentation, as well as these special discounts: OfficeDrop: $10 Off First Month or Bulk Scanning Postling: 10% Off Postling Premium www.customlivingsolutions.com www.profitableproductivitytips.com
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