How to Leverage Technology to Get the Most Out of Your Day

Mar 23 2017 read

Do you ever feel like no matter how hard you try to avoid it, you always find yourself scrambling for more time at the end of a project? Or that there aren’t enough hours in a day to get all of your work done?

It might not have occurred to you yet, but jumping between various tools and apps when working on projects is a surefire way to lose time that should be spent doing value-creating work for your clients.

What you need is a smart platform that can be leveraged to ensure you’re getting the most out of your day, by automating the menial tasks that could be costing your business $110,000 per year. Here’s how:

Project Management:

With the right smart platform, you’ll be able to plan, update, and execute projects with ease. How? With flexible Gantt Charts that let you drag-and-drop tasks and dependencies into a project's pipeline as it progresses towards a deadline.

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And the best part? All of these insights can be accessed from of one, automated dashboard that gives you increased visibility over your teams work - so you no longer need to waste time in your day worrying about the status of certain projects or deadlines.

Time Tracking:

Get the most out of your day with a smart platform that automates all of your admin work for you so that you can focus on the jobs you love to do! Gain instant access to a complete log of your team’s appointments and commitments with synchronized Google or Exchange/Office 365 Calendars - which lets you see everything your team has scheduled at any given moment. This way, you’ll know who to re-assign work too if you’re day suddenly gets turned upside down.


Bring all of your client-related information together in one platform that takes the pain out of online communication. Receive, view, and archive all client emails in the same place you’re working out of so that you never have to waste time looking for scattered information across various accounts at the end of a day.

And with so much going on, you might forget to touch base with your clients. But with an automated smart platform you’ll be able to set yourself reminders or Triggers to reach out to your contacts and retain their business before it’s too late.

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Recurring Tasks:

Create recurring tasks within Retainers for clients you do work for on a regular basis (and for whom you complete similar tasks and projects each time). This will save you the hassle of repeatedly creating the same tasks every time they are brought on board. You’ll be able to assign them tasks ahead of time, set start and due dates, and update any of this information in real-time if the contract changes.

With automated technology, you’ll be able to streamline your workflows for recurring revenue - and ultimately, get yourself back to doing the work you love. Click here to learn more about running a business with ease, and to find a platform that's right for you.

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