Clients and numbers in tables
Keep clients, prices, and orders in a table. Each row is a full item with its own notes and files. Cells can use formulas, so the totals add up by themselves.
Plan the launch, track clients, forward receipts, and send updates to customers. Bring in help only where you need it.
Keep clients, prices, and orders in a table. Each row is a full item with its own notes and files. Cells can use formulas, so the totals add up by themselves.
Forward receipts and invoices to their own address. Each one arrives as a note, with the PDF attached.
Turn your launch list into a board. Move each card from idea to done.
Let your accountant view the taxes, and your designer edit the brand. Nobody sees the rest.
Publish a blog for your business, and email each new post to your subscribers.
One live list shows every open task that is due today, from every part of the business.
Instead of
Spreadsheets
use Tables with formulas
Instead of
Trello
use A launch board
Instead of
A receipts folder
use An address that files receipts
Instead of
Mailchimp
use Updates for customers, built in
Instead of
WhatsApp with staff
use A staff chat next to the plans
Instead of
Dropbox links
use Files inside the right project
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