I am a clean freak & SUPER organized. The kind of person that has to re-organize her work desk every day before getting any work done, cannot handle dishes in the sink, & the books on my shelf are organized by author, then size, then title.
I also used to work in an office for a finance company, handling highly confidential files & documents for million-dollar clients. Losing data was NOT an option.
So when clients (or my partner) lose documents or passwords it absolutely perplexes me. But then again, many of the organization tips I learned while working in a corporate office, many small businesses do not have access to.
So I have compiled my favorite apps & organization tricks. Your welcome!
✔️ LastPass – never lose a password again!
I use LastPass to keep all my passwords organized and safe. LastPass allows you to:
Save all passwords in one spot. All your passwords in one highly encrypted spot, & now you only have to remember ONE password, the one for your LastPass account. You can also save all your important information like passport photos, credit card numbers etc.
Add LastPass as an extension on your browser. Adding LastPass as an extension on your browser allows LastPass to auto-fill every website you need to login into. No copy and paste! Simple.
LastPass is on mobile too! Download the app to auto-fill on your mobile phone as well.
Generate new, complex passwords. When creating a new account LastPass generates passwords & saves them in its vault automatically for you.
LastPass is fully encrypted. LastPass uses similar encryption technology to Bitcoin & the big banks. So yes your data is safe.
Best of all, It is FREE! The LastPass free plan is perfectly sufficient for small businesses to save & manage all their passwords. I have been using the free version for a few years for both my personal & business passwords & would never go back!
You can create a FREE account with LastPass by clicking here. Don’t worry you can thank me later.
✔️ Streak for Gmail – quit rewriting the Same email over & over again.
I love using Streak for organizing all my emails. The perks of Streak:
You can view when your emails have been read. I love this function! I am able to see if emails were misplaced or ended up in the spam folder.
Save email templates. Using saved email templates freed me a ridiculous amount of time! I have set templates that I can alter & personalize for each client.
Schedule emails. I have emails scheduled for next week, next month, & next year. Instead of setting reminders on my phone for when I need to reach out to someone, I already have that email ready to send for when I have scheduled it to.
Again this extension is completely FREE. The free version works perfectly for my small business.
You can download Streak for FREE here. Are you ready to save a heap of time?
✔️ Dropbox – if your computer crashes this is your plan B.
All my documents are housed on Dropbox ensuring that if my computer ever did crash, they would be held in a safe place online. Dropbox also has it’s other benefits:
Dropbox sharing. Share folders & documents easily. Simply right-click on the file/folder you would like to share & select ‘Share’.
You have the option to hold documents online. Freeing up space on your desktop. If you are like me & have a lot of photos, Dropbox gives you the option to have files online-only to free up space on your hard drive.
Access your files anywhere. Download the mobile app & you have all your files with you on the go!
Additionally, Dropbox is free up to 2GB. 2 GB usually covers it for small businesses, if not the upgrade is only $15 a month.
Those are all my trade secrets for keeping my computer organized & protected! Have a question about anything I mentioned? Please let me know!