Let's Talk About Planning & Organizing!

Explicit content warning

09/29/21 • 32 min

I absolutely LOVE planning and organization! However, when I started a business, I quickly learned that I was going to have to find new ways of planning and organizing because my tried and true methods did not fit entrepreneurship.

In this episode, I share insights into the systems and tools that work best for planning and organizing in my business. Feel free to try these suggestions for yourself or use them for inspiration. I've included some links to these resources below!

SHOWNOTES

(1:13) Jackie Intro
(3:23) *Disclaimer*
(4:08) The kind of planner Jackie uses
(4:44) The ‘Start’ planner
(5:52) The ‘I Focus’ planner
(6:55) The ‘Gratitude’ planner
(7:54) Jackie’s current planner: Wyze Planner
(11:19) Time Blocking
(16:28) “Monthly goal setting- amazing- totally recommend it!”
(16:48) The software systems Jackie uses
(17:00) Google Drive
(18:06) Word Press
(19:29) Adobe and Canva
(20:36) Shift
(23:35) Asana
(24:13) Convert Kit
(26:30) Stripe
(27:06) Moonclerk
(27:45) Honeybook
(30:00) Creating email templates

Please leave a review on Apple Podcasts!

Links Mentioned
Schedule a Success Breakthrough Call with Jackie
Jackie's Instagram
Jackie's Website
START Planner
iFocus Planner
Wyze Planner
Shift
ConvertKit
Moonclerk
HoneyBook

SHOWNOTES

(1:13) Jackie Intro
(3:23) *Disclaimer*
(4:08) The kind of planner Jackie uses
(4:44) The ‘Start’ planner
(5:52) The ‘I Focus’ planner
(6:55) The ‘Gratitude’ planner
(7:54) Jackie’s current planner: Wyze Planner
(11:19) Time Blocking
(16:28) “Monthly goal setting- amazing- totally recommend it!”
(16:48) The software systems Jackie uses
(17:00) Google Drive
(18:06) Word Press
(19:29) Adobe and Canva
(20:36) Shift
(23:35) Asana
(24:13) Convert Kit
(26:30) Stripe
(27:06) Moonclerk
(27:45) Honeybook
(30:00) Creating email templates

Please leave a review on Apple Podcasts!

Previous Episode

Building Success Through Community with Genecia Alluora

Many of us become entrepreneurs because we have a desire to serve others and enhance their lives. Serial entrepreneur and Founder of Soul Rich Woman, Genecia Alluora joins me in this episode to share what she's learned from building a community of 200,000+ entrepreneurial women dedicated to growing their own businesses.

Genecia also opens up about her experience of childhood poverty and how she's been able to turn her mess into her message—and she now helps others to do the same!

SHOWNOTES

(1:14) Jackie Intro
(3:40) Genecia Intro
(8:40) Differences and lessons learned from having a business that wasn’t online and was brought into the online space
(13:40) “Success is not about glorious wins but rather is about taking a step back and allowing other people to shine as well”
(14:44) Genecia’s definition of success
(17:08) Genecia’s next level of success
(20:08) Advice for young entrepreneurs
(24:04) Women who are a good fit for Genecia’s community Soul Rich Woman
(27:35) How Genecia has juggled all of her businesses
(29:10) Tips for new entrepreneurs
(32:53) Inspirational story
(33:31) “Go from stuck to unstoppable without changing who you are”
(34:11) Genecia’s ideal level of success

Please leave a review on Apple Podcasts!

Links Mentioned

Soul Rich Woman Website & Podcast: https://www.soulrichwoman.com/podcast/

Genecia's Instagram: https://www.instagram.com/geneciaalluora

Soul Rich Woman's Instagram: https://www.instagram.com/soulrichwomanasia

Genecia's Facebook: https://www.facebook.com/soulrichwoman/

Schedule a Success Breakthrough Call with Jackie: https://calendly.com/jackiekossoff/success-call

Next Episode

Building Wealth with Jenn Uhen

Building wealth is about so much more than chasing the next income milestone in our businesses. Jenn Uhen, Financial Mentor and Founder of The Pledgettes, joins me in this episode to share how we--as women and entrepreneurs--can help break the taboo around talking about money. Because in order to make money, we need to be able to talk about it with confidence!

Jenn also opens up about how she and her husband talk about money in their marriage, and how they've intentionally created multiple income streams and assets.

The Pledgettes is a community dedicated to empowering women to take an active role in their finances and help close the gender wealth gap.

SHOWNOTES

(1:12) Jackie Intro
(3:32) Jenn Intro
(4:55) How Jenn got her start
(9:55) Generational wealth
(11:57) Gender wealth gap
(14:34) Advice on starting to have money conversations
(18:34) How often Jenn and her husband have money check ins
(26:50) Resources and books Jenn recommends for listeners
(30:40) Jenn’s personal definition of success
(31:40) “I know that if I have money, that is going to accelerate achieving my goals”
(35:21) Jenn’s biggest accomplishments thus far
(37:49) Jenn’s next level of success
(38:59) “When one chapter closes it’s a ‘choose your own adventure’”
(43:43) Advice for young entrepreneurs