The document discusses online productivity tools. It begins by defining online or cloud-based tools as software accessed via the internet rather than being installed on a local device. The document then examines several categories of online tools including scheduling, collaboration, social media, notes and to-do lists, and document management. For each category, one or two specific tools are highlighted, describing what the tool is, why you would want to use it, how it can be used, and the typical cost. The goal is to provide an overview of different types of useful online productivity tools.
An orientation workshop presentation for people new to digital marketing. The first of a series of 5 workshops on web-based marketing. Contact me for worksheets on this workshop and other materials. www.ohiobusinesshelp.com
Tools for Entrepreneurs: Create. Collaborate. Communicate.Sara Rosso
I created this presentation for entrepreneurs who need online tools to make their ideas happen (I gave it earlier this year at the Professional Women's Association in Milan).
The presentation "Tools for Entrepreneurs: Create. Collaborate. Communicate." started out as a way to explain very technical things to non-technical people, but I quickly realized that most people when approaching technology get intimidated by the "What's DNS? Do I need a dedicated server?" kind of questions and therefore feel they can't understand technology.
I feel that this technology intimidation is really due to the fact that they don't really own their idea, and better understanding it will guide any decisions they have to make with their idea moving forward.
So I focus on how to further refine your idea so you can move it forward, even with help, by having a better mastery over what you need and what your users need. I also cover some techniques and tools for collaborating with developers, external consultants, and other remote workers. Then, I briefly touch on communication strategies online and how your site won't be the only place communication happens but it should be the digital hub with the most useful and authoritative information about your company, and how you can develop a communication strategy that spans several types of networks.
The appendix includes some open source software alternatives for growing a business on a bootstrap budget.
Moving Minds and Moving Code - Understanding, Exploring and Defining SMB Web...IIBA Rochester NY
Believe it or not, understanding, exploring and defining website requirements for a small business website is often quite a bit more challenging than defining those of a large enterprise-level corporation. For one thing, an SMB Marketing Department is smaller; usually a department of one, and that manager's time and resources are usually already stretched to the limit. Also, different aspects of the project may have to be outsourced to different vendors, leading to additional obstacles and complications. Couple that with the fact that the project budget is in the thousands of dollars instead of the 10's or 100's of thousands and the challenges to "do more with less" becomes even more apparent.
This session will provide an overview of Michael Johnson's requirements process and design methodology at Pixelpunk Creative for building small business websites that are manageable, extensible and most importantly, provide a positive return on your marketing investment.
You don't need an army of account managers, project managers, product developers, usability experts and engineers (along with the associated price tags) to create a successful and profitable website - Michael will show you how.
Michael Johnson, is an award winning art director, web designer and internet marketing strategist with over 10 years of commercial online experience and with over 20 years of marketing and advertising experience. As the principal of Pixelpunk Creative, he designs, codes and markets websites that are simple and elegant, with a focus on the user experience, while providing a positive return on his client's online marketing investment. Michael is a long time member of the Ontario County Arts Council and is also an active member of the Rochester Advertising Federation. He was also invited by the Rochester Business Journal to judge this year's "best of the Web" competition.
This presentation was delivered at the 13 May 2010 IIBA Rochester NY Chapter meeting.
These are the slides from the MyCharityConnects Spring 2010 workshops (web conference) in Grande Prairie and Fort McMurray.
Session Descriptions:
Everything Old is New Again: The Fundamentals of Fundraising in the Digital World
The game of fundraising and community engagement seems to be constantly shifting. New tools, new trends, new challenges all seem to be vying for attention, and charities are being held to account for every penny spent and every hour worked and volunteered. How do you tie together traditional fundraising with the brave new world of fundraising and campaign-building online? Learn why online giving is an extension of everything you already know, and why most of us could improve both our online and offline fundraising using techniques that are as ‘old as the hills’. Finally, discover why online fundraising actually emphasizes the need for proper and targeted traditional offline fundraising, marketing, and communications.
Websites 101
Your website is one of the most important communication vehicles you have - is it working for your organization the way it should? Take your website from good to great by learning the fundamentals of what makes for a really good website, one that is user-friendly, attractive and drives up online donations.
Learning to develop effective supplemental income streams can help fiction writers maintain a steady cash flow, bridging the gap between famine and feast.
An orientation workshop presentation for people new to digital marketing. The first of a series of 5 workshops on web-based marketing. Contact me for worksheets on this workshop and other materials. www.ohiobusinesshelp.com
Tools for Entrepreneurs: Create. Collaborate. Communicate.Sara Rosso
I created this presentation for entrepreneurs who need online tools to make their ideas happen (I gave it earlier this year at the Professional Women's Association in Milan).
The presentation "Tools for Entrepreneurs: Create. Collaborate. Communicate." started out as a way to explain very technical things to non-technical people, but I quickly realized that most people when approaching technology get intimidated by the "What's DNS? Do I need a dedicated server?" kind of questions and therefore feel they can't understand technology.
I feel that this technology intimidation is really due to the fact that they don't really own their idea, and better understanding it will guide any decisions they have to make with their idea moving forward.
So I focus on how to further refine your idea so you can move it forward, even with help, by having a better mastery over what you need and what your users need. I also cover some techniques and tools for collaborating with developers, external consultants, and other remote workers. Then, I briefly touch on communication strategies online and how your site won't be the only place communication happens but it should be the digital hub with the most useful and authoritative information about your company, and how you can develop a communication strategy that spans several types of networks.
The appendix includes some open source software alternatives for growing a business on a bootstrap budget.
Moving Minds and Moving Code - Understanding, Exploring and Defining SMB Web...IIBA Rochester NY
Believe it or not, understanding, exploring and defining website requirements for a small business website is often quite a bit more challenging than defining those of a large enterprise-level corporation. For one thing, an SMB Marketing Department is smaller; usually a department of one, and that manager's time and resources are usually already stretched to the limit. Also, different aspects of the project may have to be outsourced to different vendors, leading to additional obstacles and complications. Couple that with the fact that the project budget is in the thousands of dollars instead of the 10's or 100's of thousands and the challenges to "do more with less" becomes even more apparent.
This session will provide an overview of Michael Johnson's requirements process and design methodology at Pixelpunk Creative for building small business websites that are manageable, extensible and most importantly, provide a positive return on your marketing investment.
You don't need an army of account managers, project managers, product developers, usability experts and engineers (along with the associated price tags) to create a successful and profitable website - Michael will show you how.
Michael Johnson, is an award winning art director, web designer and internet marketing strategist with over 10 years of commercial online experience and with over 20 years of marketing and advertising experience. As the principal of Pixelpunk Creative, he designs, codes and markets websites that are simple and elegant, with a focus on the user experience, while providing a positive return on his client's online marketing investment. Michael is a long time member of the Ontario County Arts Council and is also an active member of the Rochester Advertising Federation. He was also invited by the Rochester Business Journal to judge this year's "best of the Web" competition.
This presentation was delivered at the 13 May 2010 IIBA Rochester NY Chapter meeting.
These are the slides from the MyCharityConnects Spring 2010 workshops (web conference) in Grande Prairie and Fort McMurray.
Session Descriptions:
Everything Old is New Again: The Fundamentals of Fundraising in the Digital World
The game of fundraising and community engagement seems to be constantly shifting. New tools, new trends, new challenges all seem to be vying for attention, and charities are being held to account for every penny spent and every hour worked and volunteered. How do you tie together traditional fundraising with the brave new world of fundraising and campaign-building online? Learn why online giving is an extension of everything you already know, and why most of us could improve both our online and offline fundraising using techniques that are as ‘old as the hills’. Finally, discover why online fundraising actually emphasizes the need for proper and targeted traditional offline fundraising, marketing, and communications.
Websites 101
Your website is one of the most important communication vehicles you have - is it working for your organization the way it should? Take your website from good to great by learning the fundamentals of what makes for a really good website, one that is user-friendly, attractive and drives up online donations.
Learning to develop effective supplemental income streams can help fiction writers maintain a steady cash flow, bridging the gap between famine and feast.
Decoding Digital Week 2: Design & ImplementationSymphony3
In week two we discussed how businesses can go about designing and implementing a website. We look at a website brief, choosing and CMS and website design.
The Ultimate Website Development RoadmapAdina Zaiontz
The 10 Step Guide to Building and Marketing a Sales-Driven Website.
Step 1: Research Competitors
Step 2: Make a List of Functional and Content Requirements.
Step 3: Assemble Team
Step 4: Wireframe
Step 5: Content Creation & Collection, Content Schedule
Step 6: Design
Step 7: Programming
Step 8: Beta
Step 9: Live Launch
Step 10: SEO & Maintenance
PPC Rescue Workshop, OMS 2012, Santa Clara, CA Oct 24, 2012John Thyfault
This presentation will walk you through the top areas that you should look at when trying to revive a flagging campaign including: Quality Score analysis, Real Return on Ad Spend Calculations that don't hide behind gross numbers, Multi screen strategies that capture all of your users and understanding the ever shifting landscape of match types.
REALTOR Social Media and Technology Resources 2011Doug Devitre
Here are some REALTOR Social Media and Technology Resources compiled from past presentations, new statistics, and tools you can implement in your real estate business.
A presentation I did at a J. Boye conference in Philadelphia several years ago when still working as e-marketing manager at Wienerberger (worlds largest brick manufacturer).
Already with the Noriaki Kano model - which I think is a great thing for figuring out the real needs of your customers on your website.
Principles of Website Design - Customer Experience and Usability IDMDigitangle
Part of the IDM Professional Diploma in Digital Marketing from The Institute of Direct and Digital Marketing: The IDM
Delivered by Katrina gallagher of Digitangle.co.uk March 2014.
MSP Marketing Update: Tips to Turn Your Website Into Your Best Performing Sal...Kaseya
During this 60 minute webinar, MSP marketing expert Dan Shapero of ClickCloud will show you how use your web site to bring new visitors to you, how to engage those visitors in meaningful ways, and how to convert web visitors into leads so that you can grow your MSP business. New MSP marketing tips you’ll learn: Basics of best practices in web site design Best practices to get found – by your ideal Prospects – using Search Engine Optimization (SEO) How to write engaging content that connects you to your customers Tips for improving lead conversion rates and how to use pay-per-click (PPC) ads & landing pages to help qualify leads Methods for using website analytics for easy ROI reporting and powerful win-loss analysis
Is your company a third party interactive marketing solution or interactive marketing agency? Do your clients need Google Analytics services? Contact Vertical Nerve so we can discuss our Google Analytics agency model that includes commission re-seller and service provider (white labeling) opportunities!
The presentation is about minimum viable product, what is it, why is it important and how to build it. In the presentation you can find many ideas that will help you with the build, measure and learn loop.
The second part of the presentation is about pivoting. Pivots are fundamental changes in business strategy and very important part of avoiding the big failure without learning or even worse becoming a zombie company.
Your Roadmap, Your Product Story & Datadriven Product ManagementProduct School
From this presentation you will find out more about becoming a Data-Driven Product Manager.
Get a FREE copy of our Product Book here: https://prdct.school/2BSES8J
Online Marketing Intensive Part 3: Google Analytics for Business Owners
Maximise your profitability by understanding and applying the right analytic tools for your website.
Discover how to create your own Google Analytics dashboard and learn how to diagnose traffic profitability per keyword, per action and per source of traffic.
Feel free to drop us a message if you have any further questions about Google Analytics for your business.
Next: Conversion Optimisation - http://slidesha.re/Xvl9By
This fall, C/D/H presented to a group of IT professionals and leaders on best practices for optimizing and branding the user experience of SharePoint 2010 public websites and portals.
Attendees learned how SharePoint 2010 solutions can generate measurable business results from improvements in SharePoint information architecture, usability, visual design, and data visualization/integration. Real world projects were used to demonstrate how adhering to best practices drives adoption and provides valuable user feedback for continuous improvement.
Download the slide deck (PDF, 1 MB).
And for more information on this or other SharePoint topics, visit our blog at www.cdhtalkstech.com.
Sallie Goetsch explains why everyone needs a password management tool and some of the features of Dashlane and LastPass. Life Hacks segment from the November 2015 BACN meeting.
Decoding Digital Week 2: Design & ImplementationSymphony3
In week two we discussed how businesses can go about designing and implementing a website. We look at a website brief, choosing and CMS and website design.
The Ultimate Website Development RoadmapAdina Zaiontz
The 10 Step Guide to Building and Marketing a Sales-Driven Website.
Step 1: Research Competitors
Step 2: Make a List of Functional and Content Requirements.
Step 3: Assemble Team
Step 4: Wireframe
Step 5: Content Creation & Collection, Content Schedule
Step 6: Design
Step 7: Programming
Step 8: Beta
Step 9: Live Launch
Step 10: SEO & Maintenance
PPC Rescue Workshop, OMS 2012, Santa Clara, CA Oct 24, 2012John Thyfault
This presentation will walk you through the top areas that you should look at when trying to revive a flagging campaign including: Quality Score analysis, Real Return on Ad Spend Calculations that don't hide behind gross numbers, Multi screen strategies that capture all of your users and understanding the ever shifting landscape of match types.
REALTOR Social Media and Technology Resources 2011Doug Devitre
Here are some REALTOR Social Media and Technology Resources compiled from past presentations, new statistics, and tools you can implement in your real estate business.
A presentation I did at a J. Boye conference in Philadelphia several years ago when still working as e-marketing manager at Wienerberger (worlds largest brick manufacturer).
Already with the Noriaki Kano model - which I think is a great thing for figuring out the real needs of your customers on your website.
Principles of Website Design - Customer Experience and Usability IDMDigitangle
Part of the IDM Professional Diploma in Digital Marketing from The Institute of Direct and Digital Marketing: The IDM
Delivered by Katrina gallagher of Digitangle.co.uk March 2014.
MSP Marketing Update: Tips to Turn Your Website Into Your Best Performing Sal...Kaseya
During this 60 minute webinar, MSP marketing expert Dan Shapero of ClickCloud will show you how use your web site to bring new visitors to you, how to engage those visitors in meaningful ways, and how to convert web visitors into leads so that you can grow your MSP business. New MSP marketing tips you’ll learn: Basics of best practices in web site design Best practices to get found – by your ideal Prospects – using Search Engine Optimization (SEO) How to write engaging content that connects you to your customers Tips for improving lead conversion rates and how to use pay-per-click (PPC) ads & landing pages to help qualify leads Methods for using website analytics for easy ROI reporting and powerful win-loss analysis
Is your company a third party interactive marketing solution or interactive marketing agency? Do your clients need Google Analytics services? Contact Vertical Nerve so we can discuss our Google Analytics agency model that includes commission re-seller and service provider (white labeling) opportunities!
The presentation is about minimum viable product, what is it, why is it important and how to build it. In the presentation you can find many ideas that will help you with the build, measure and learn loop.
The second part of the presentation is about pivoting. Pivots are fundamental changes in business strategy and very important part of avoiding the big failure without learning or even worse becoming a zombie company.
Your Roadmap, Your Product Story & Datadriven Product ManagementProduct School
From this presentation you will find out more about becoming a Data-Driven Product Manager.
Get a FREE copy of our Product Book here: https://prdct.school/2BSES8J
Online Marketing Intensive Part 3: Google Analytics for Business Owners
Maximise your profitability by understanding and applying the right analytic tools for your website.
Discover how to create your own Google Analytics dashboard and learn how to diagnose traffic profitability per keyword, per action and per source of traffic.
Feel free to drop us a message if you have any further questions about Google Analytics for your business.
Next: Conversion Optimisation - http://slidesha.re/Xvl9By
This fall, C/D/H presented to a group of IT professionals and leaders on best practices for optimizing and branding the user experience of SharePoint 2010 public websites and portals.
Attendees learned how SharePoint 2010 solutions can generate measurable business results from improvements in SharePoint information architecture, usability, visual design, and data visualization/integration. Real world projects were used to demonstrate how adhering to best practices drives adoption and provides valuable user feedback for continuous improvement.
Download the slide deck (PDF, 1 MB).
And for more information on this or other SharePoint topics, visit our blog at www.cdhtalkstech.com.
Similar to Joshua Zerkel Skyrocket Your Productivity with Online Tools (20)
Sallie Goetsch explains why everyone needs a password management tool and some of the features of Dashlane and LastPass. Life Hacks segment from the November 2015 BACN meeting.
Creating Connections is a exercise designed to help people get to each other in a way that is fun and informative. It is an alternative to the "elevator pitch" used in many networking groups. This is a great way to get people talking at a meeting, seminar or conference. It stimulates conversations and gets people thinking about themselves in a new way. It is a timed exercise. Often people will share information about themselves that would otherwise remain unknown.
This version of the exercise focuses on revealing the one small action that has made the BIGGEST positive change in your world.
Sallie Goetsch explains why you need to use photos on the Web and where you can find low-cost or free photos to use on your website and in your social networks.
At the June 26th BACN meeting, Terry Gault asks members to choose between a housekeeper, a personal assistant, a chef, and a driver--and explain their choice to their colleagues.
Jennifer Bourn shows BACN members how an effective onboarding process educates, sets expectations, reduces support, and saves valuable time—time that now can be spent on things that really matter. (July 2015)
Not getting the results you want from LinkedIn? Wondering why you should bother? Learn 3 simple strategies to close high-value clients in 15 minutes a day.
Michael North leads the Creating Connections networking exercise at the July 2014 Bay Area Consultants Network (BACN) meeting. Find someone in the room you don't know well and talk to them for at least 8 minutes.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
Generating a custom Ruby SDK for your web service or Rails API using Smithyg2nightmarescribd
Have you ever wanted a Ruby client API to communicate with your web service? Smithy is a protocol-agnostic language for defining services and SDKs. Smithy Ruby is an implementation of Smithy that generates a Ruby SDK using a Smithy model. In this talk, we will explore Smithy and Smithy Ruby to learn how to generate custom feature-rich SDKs that can communicate with any web service, such as a Rails JSON API.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
De-mystifying Zero to One: Design Informed Techniques for Greenfield Innovati...
Joshua Zerkel Skyrocket Your Productivity with Online Tools
1. Skyrocket Your Productivity with Online Tools
Joshua Zerkel, Certified Professional Organizer®
All content copyright 2003-2010 Custom Living Solutions. All rights reserved. May not be duplicated or distributed without permission.
2. Key areas of productivity
www.customlivingsolutions.com
www.profitableproductivitytips.com
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. 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. 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. 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. 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. 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. 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
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
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
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
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
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
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. Shoeboxed – Getting documents in
You can:
Send mail
Forward email
Snap with
smartphone
www.customlivingsolutions.com
www.profitableproductivitytips.com
36. Shoeboxed – Analyzing your receipts
Shoeboxed captures:
• Vendor name
• Payment type
• Total expense
• Purchase date
• Auto-categorizes
your items
www.customlivingsolutions.com
www.profitableproductivitytips.com
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. 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. 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. OfficeDrop – How it works
www.customlivingsolutions.com
www.profitableproductivitytips.com
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. OfficeDrop – Organizing your documents
Organize your way:
Folders
Labels
www.customlivingsolutions.com
www.profitableproductivitytips.com
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
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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. 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