Agent Barb Betts has two technology solutions you should be using to streamline your operations. It’s the only way to get back your time!
Project Management Tool
You must have a key project management tool. You are not going to use a calendar when you have to list out tasks. Get Asana. You don’t have to shuffle between spreadsheets, email, and other tools to keep your projects on course. Track and manage everything—from day one to the deadline—with Asana.
“You can do lists or boards. It lets you add people into the flow of your tasks so you can tackle them together while working on the project”.
Try the free trials and see what works for you.
Use Slack. It’s a new way to communicate – faster than email and more focused than chat.
“It has replaced all communication systems in my office. It takes the place of all group emails or texts. Every app in the world connects to it. You can have different channels, and it keeps everything organized. It is the easiest way to respond with particular projects instead of having to start a whole new email over. It doesn’t leave people out of the communication, which is a plus”.
Before you Invest
Before you commit to a technology, first ask yourself, what problem are you trying to solve?
There are so many free tools you can try via your associations. Learn what they are and use them. Log into your association’s dashboard and see what is being offered to you.