Top 10 Tips For Getting Organized As A Solopreneur


When operating an online business as a solopreneur, there are a lot of moving parts and it can be hard to keep track. Especially when everything moves so fast, and often the most important parts are the not so fun ones like scheduling and finances. I wanted to share a few tips to help you get and stay organized.

Always Have Something To Take Notes

There is a good chance content creation is a large part of your business plan. If it’s not, it should be (why you need to start a blog).  Whether it’s blog posts, YouTube videos, or podcasts, you should be providing your audience with some free value. The one thing I’ve learned about content creation is you never know when an idea will hit. My best ideas seem to appear when I’m in the shower, ten minutes from falling asleep or in a meeting at my day job. I always keep some way to take notes. You never know when you’ll get that idea for your first viral blog post or have a light bulb moment that solves an on boarding issue that has been keeping you up at night.

I believe you should have an electronic option and a paper one. Electronic is good because if you use something like Google Docs, it syncs to the cloud and is easy to pull up when you return to your computer. Paper is great in case your phone dies, or you want to write more than quick notes (even as a self-proclaimed texting pro, I know typing extensively on the phone can feel a bit limiting and slow). I have written entire blog posts in my purse notebook at the airport, a Chili’s and so many other places.

Workflow Is Life

I know, I know, systems aren’t sexy. But you know what is sexy? Free time and business owners who aren’t pulling their hair out while constantly reinventing the wheel. I mean it when I say workflows are life. You know how sometimes you’ll leave work and the next thing you know you’re home? It’s not that magic fairies waved their wands and your car ended up in the driveway. It’s just you do it so often you don’t have to think about it until an unusual situation like a major traffic jam or a detour. Your systems can be like that. It doesn’t have to be overwhelming you just need to sit down and identify the things you do on a regular basis.

For Example

Task: Blog posts with audio once a week

You can use a whiteboard or an app like asana or Trello to move items from step to step so you can do it in order and without worrying that you missed anything.

Workflows don't have to be overwhelming you just need to sit down and identify. Click To Tweet

Your blog post workflow might look like this:

how to organized as an online wellness coach

Afterwards, you may run through a different workflow for amplifying the post. You can check out my post publish checklist.

For client onboarding what is your process? How can you create workflows to make it as easy as possible to plug and play? A customer fills out an inquiry on your website then what? Do you email them when you see the email or is your CRM programmed to give them the next steps? Sitting down and mapping out the workflow may take some time to set up but when it’s done, it’s done.

Plus there are so many systems out there that make it easy to streamline the vital money making efforts required in your business.

If you don’t know where to start,  learn how I can help you here.  (workflow sales page)

Client Folders Are Key

If you work with clients or even certain brands on a regular basis folders are a must! I don’t mean those overstuffed accordion folders your mom kept all her bills in during the 90s. I mean digital, sharable and editable organized folders. Once again, Google has you covered. Google Drive makes it easy to create folders within folders and store all types of files. Your Google Drive might have a main folder and within it clients by name, inside the individual folder an email folder, a meeting notes folder, before and after photos folder, etc.

Clients folders help you CYA. Cover Your Ass!  If something about your agreement is in dispute or a customer claims they didn’t give certain approvals you can easily locate, access and share any information to clear things up.

Clients folders help you CYA. Cover Your Ass! Click To Tweet

Track Income and Expenses

Taxes are confusing enough without a plan to deal with them. Make it a habit to meticulously track every single scent that goes into and out of your business.  You don’t need some uber complicated system to do it, spreadsheets work just fine, or you can invest in a system like Quickbooks.

Be In Sync

It’s not just the name of a band (I could help myself). While I am a huge believer in keeping one calendar to avoid confusion, I understand I can be undesirable.

What if you are working at a gym training clients by appointment while also trying to build your own wellness business on the side, the studio you work for may have no objections, but you would rather not cross streams. Or you don’t want to share your calendar with everyone on your team because your boss asking you how “that bachelorette party was last weekend,” you know you didn’t mention, but oh yeah… It was on your shared calendar.

I get it. What you do want to do is make sure you have a master calendar that is synced to all your calendars, so you don’t double book or forget anything important such as a client meeting, certification renewals or your mom’s birthday. Sync your calendar and check it twice.

Plan Ahead

If the previous tip was any indication, you might realize that I am a huge fan of planning. When you are working you need an end goal in sight. Videos, articles, guest posts and all that are great but they can’t get you anywhere if you don’t know where you want to go. By setting big goals and deciding what it is you’re trying to achieve. If you’re creating content, reaching out about guest posts you need to decide what it is you hope to accomplish with them and what the end goal is. Don’t spend your time now doing tasks just to make yourself feel productive if they aren’t building towards your long term goal.

Don’t spend your time now doing tasks just to make yourself feel productive. Click To Tweet

The Cloud Is Your Friend

If you aren’t backing up your information,  all I can say is, “Why not?!?”  Stuff gets hacked. Systems crash. I advise backing up all your documents and work into a cloud program like Google Drive or Dropbox. At the most, you will be glad if your website or computer crashes. At the least, you’ll be able to free up space on your computer’s hard drive.

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Make Passwords Simple

Nowadays you need a password for everything but the bathroom. This presents a problem, you don’t want to have all your passwords be identical, but you also don’t want to memorize 50 passwords.

There are a few ways to combat this. You can create a master list in a protected document, you could use a 3rd party app like Password or you could go old school and write them down in one place and keep it hidden somewhere private and safe.

Whatever it is you feel the most comfortable with, set it up and get it done. Looking for a post it notes for the super complicated password you created or always resetting them is not organized.

Schedule Everything You Can

You can’t schedule when your pipes will burst or when your boyfriend will break up with you. You can schedule when you will get stuff done. A big mistake a lot of people make is only scheduling due dates and appointments with other people. But you need to schedule a time to get stuff done. If you’re a solopreneur that means you’re wearing all the hats and are doing all of the things until you can hire someone else to help you with them. So make sure you put it on your calendar what you are doing and when.

For Example:

Tuesday 6 pm Meeting with graphics department (you)

Tuesday 7 pm- Meeting with finance department (you)

Tuesday 8 pm- Meeting with editorial team (you)

You don’t have to schedule it like I did above with the “department meeting.” But maybe it will help you to get in the right headspace. These will probably be somewhat fluid and even subject to change, but you’re more likely to keep these appointments if they are organized and scheduled.

Have Boundaries In Place

Boundaries will be one of the biggest reasons you stay sane! You have to have boundaries around your time and projects.

  • Boundaries with your clients, who want to reschedule a session at the last minute.
  • Boundaries with your friends, who want you to blow off your blog for happy hour.
  • Boundaries with your significant other, who wants you to sleep in when you have a webinar to prepare for.
  • Boundaries with yourself, when you want to watch 2 hours of Netflix instead of working.

Setting boundaries doesn’t make you mean or unprofessional. In fact, setting boundaries makes you more professional and more organized.

Setting boundaries makes you more professional and more organized. Click To Tweet

Think about it this way, if a store closes at 9:00 pm your clients wouldn’t break down the window at 9:30 because they really “need” something inside. So why would it be okay for them to break down the invisible but very real closed sign you have with your boundaries. If clients aren’t supposed to contact you after 9 pm,  you have no obligation to reply before your next business day.

Where people find themselves in trouble is when they slightly bend the rules once and respond to that late email or allow a client to extend a due date then you are saying, “I know I said XYZ wasn’t allowed, but I’m doing it now so you can probably get me to do it again.”

I know you want to provide your clients with the best results and support their goals but you have to take care of yourself and boundaries are vital to making sure both of those things happen.

Now tell me: What is your favorite organization tip? What is the one thing you do to stay organized? What is your biggest obstacle? Tell me in the comments.

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  • Ashley Cook

    This was such a timely article for me! Been a little overwhelmed with the solopreneur career at the moment, and when that happens, nothing happens haha

  • This is great advice, I don’t have much paid biz from my blog yet, but this is so helpful for staying organized in all ways! Thank you!

  • Staying organized is so incredibly important and you bring up so many ways to do so! My blog is still a side hobby and it’s hard to stay on top of things when I still have a full time job outside of my blog! Thanks for the great tips. <3

    Jenn
    http://www.honeydewblog.com

  • Yes, Google Drive has been a lifesaver for me. I can access my files anywhere, not just on my laptop. And I also use the google spreadsheets to create goal tracking. Super useful for organization!

  • Yes these are all so important! Having systems is key.

  • Super Millennial

    All great tips – I have gotten super organized as well since going full solopreneur!

  • These are so helpful. I sure do LOVE google drive, and my other favorite tool Airtable. I’m so much more organized with those two!

  • cynelle

    These are really helpful tips, I struggle so much with balance and organizations its often paralysis by analysis and nothing gets done.

  • Devesh Salunke

    I have always troubles with passwords and there are so many of them. I will remember to keep them simple going forward

  • Alexi R

    Thank you for sharing this useful tips, I always have problems on organizing my stuffs, especially with passwords. I’m glad I have a guide from you thanks for sharing.

  • Lavanda Michelle

    Thanks so much for this post. What I found most helpful was your password tip. Thanks

  • Shevii McFarlane

    Awesome tips! I definitely needed these as I’m always all over the place and end up not completing most or all of my tasks.

  • Farmhouse Relaxing

    Great tips! Thanks for sharing! I definitely need to work on my processes!

  • Dia

    Thanks so much. Let me know if I can help. 🙂

  • Dia

    That happens to a lot of people. It’s like going to the store to get ice cream but there are so many flavors you just leave without any because too many choices… it’s like that. “What do I work on? What do I do next?

  • Dia

    Awesome! Thanks Lavanda. I know it may seem silly but all that back and forth not only wastes time it can crush any motivation you have.

  • Dia

    Thank you so much Alexi glad you found it helpful.

  • Dia

    Thanks so much for commenting Shell!

  • Dia

    Yeah it’s a common issue. Especially now, growing up we memorized phone numbers and flexed the memorization muscle now with cell phones we use that less.

  • Dia

    Awe. I’m sorry and I totally understand as someone who suffers from anxiety. Let me know if I can help or if you’d like to set up a consult call.

  • Dia

    I’ll have to check out Airtable. Thanks Sam!

  • Dia

    I totally agree! Thanks for visiting Jenny!

  • Dia

    Google Drive is my favorite! Seriously it is so nice to have everything in one place.

  • Dia

    I totally get that. I’m still working full time. By setting up systems I can get more done in the little bit of time I have after work and when I work on stuff during the weekends.

  • Dia

    Once I got more organized things started coming together more. I’m not one of those 6 figure bloggers or anything but I started making more because I was able to streamline so much and focus on different things.

  • Dia

    I totally understand what you mean. Let me know if I can help. 🙂