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Thursday, March 12, 2015

Staying Organized as a Fitness Coach


I have a lot of things on my plate.  I generally like to stay busy.  This means it is so necessary to be organized in order to make sure I'm where I need to be, I know where my husband is, and CT gets where he needs to be when we need to be there.

When I started my Beachbody business I knew it was time to really buckle down and figure out what works for me because there are a little of business related things to keep straight.  For example, tax write-offs, customer service calls, scheduled posts on various social media, contacts, and events.

I love agendas so I spent some time looking for the right one for me.  I wanted something with enough room that I could keep up with my personal/professional/Beachbody/household stuff in one place because carrying around more than one (plus a small child) wasn't going to work for me.  I personalized this one by Plum Paper so that I have specific sections designated for all aspects of my life.  It has made the biggest difference in my business.

WHAT I USE TO STAY ORGANIZED:

  • Envelope Filer System: I have a tab for each month of the year.  In these tabs I keep receipts, invoices, mileage, etc. from that month that I plan to claim on my 2015 taxes.
  • Plum Paper Planner: This is my lifeline.  I wouldn't have a clue what to expect each day if I didn't have this thing.  I use the note section for notes during my National Wake Up Calls or personal development.  I use the monthly calendar for upcoming events.  I use the daily schedule to keep mine, my husband's, Carson's schedules on track.  I keep track of what customers I need to contact and what phone calls to make.  It's a God send!
  • Mini-Notebooks: I keep a mini-notebook in my car to record mileage.  I keep one in my pocketbook to jot down ideas.  I keep one on my desk so I can take notes when listening to National Wake Up Calls or having conversations with my upline.  I love these.
  • Reminders: This app on my phone helps me to remember little daily things that might not be part of my normal routine.  Things like giving my son medicine or chatting with a coach.
I've found that the busier I am, the more productive I am.  Honestly, none of that would be true without these tools above.  

What are something things you do/use to keep your business going?  Or just your daily life?

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