How to Organize Your Life Online
Ever since starting my virtual assistant business early this year I have struggled with organizing all of the new information that I collect everyday. New contacts, new project proposals, notes from seminars, and all the different social media names and addresses! I love Google’s Apps and I use Gmail for the bulk of my contacts but I found it wasn’t exactly what I needed. I also use and love Google Calender for appointments but there again I didn’t find the perfect match for following conversations and to-dos together.
Well I did some research and after speaking with a new friend of mine, Michelle Ward from When I Grow Up Coach, I found my new favorite time management tool – Batchbook! It may not be all encompassing but it has all the tools that I was looking for to organize my stream of information.
You can visit the BatchBook website for a look at everything they offer but here are a few of the options that really got me excited!
- Contact management with sync ability with Freshbooks and Survey Monkey!
This means that every time you create a new contact in BatchBook you will also be creating a new contact in these 3rd party applications. Such a time saver!There is also a web form option that is handy when you want to create a form for a website and collect the information. You can link the form with specific contacts and have all of the information in one place!
- Communications Tracking
With BatchBook you can link contacts with conversations and To-Dos so you can have all the information in one neat bunch!They also have e-mail forwarding where you can forward messages and attachments from you inbox to BatchBook and link those to a specific contact as well. I use this feature a lot to follow a conversation and link with my To-Dos instead of having to rewrite everything or link back to another program.
- Super Tags
Ok it sounds like a superhero and it kind of is, except for information instead of damsels in distress! Tags are like labels or folders, so you can tag conversations or contacts that are related together and then by looking at that tag you can see everything associated with a specific group or project.The cool part is the Super Tags. These are special tags that will add additional information to that contact. For example, the Social Media Super tag will add the option of including a Twitter name, blog feed, and even Flickr feed! Not only do you now have the names and web addresses in their contact, BatchBook actually places the feed into the contact so you can see their profile and their latest blog posts! Very Cool!
I highly recommend giving BatchBook a once over, especially if you’re looking for a really simple tool to organize your conversations! Compared to other project management options out there I found that BatchBook was a great price. Plus, if you follow @batchblue on Twitter you get an additional 30 days free! Be sure to let me know what you think!
Happy Organizing! 
Sara Carbaugh is a wife, a mother and a virtual assistant working with entrepreneurs. Visit her website at www.rightclickofficeservices.com for more information on Sara and how she can help take some of the stress off you and your business!
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