Google Drive
Comments 0
Sign In To Comment
Comments
    Show Transcripts
    Transcripts
    +
    CAPTION


    in this video we're going to talk about building your business dashboard in google drive

    Okay so my window here is google drive Hopefully you all are familiar with how

    to get to google drive You need a google account um to have a google drive This is not a

    business account this is just my personal one although technically I have much of them are business related but

    they're not I'm not unlike G suite or anything So this is a totally like free

    low barrier pretty simple way to kind of start organizing your business assets So what I usually suggest

    that even if you're using any of the other tools that we're going to go

    over whether it's melanoma or Tremolo or notion for that matter to keep the download or the

    upload of files to a minimum And those other tools that you're trying to maybe use at the free level

    account um you might want to actually store your assets out here So you would want

    to build out you know a folder that is your business and then some folders

    out here that have the different um assets that you need that you would want to link to Its for

    easy access So I might come out here and actually create another folder here um for socials

    Right so social media I'm going to create that and then I'm actually going to go inside that one and

    I might create another folder out here for um post images Right Just so maybe we won't

    even say post just because it could be stories it could be whatever So we'll just

    do images out here So this would be specific images that I've used in social media posts Right So like

    I could have a folder out here where if I find something that I like I can

    add it to this folder and then I have it as my repository or those

    links could be um uploaded into a spreadsheet for tracking social So don't I feel like

    you just have to create a business dashboards spreadsheets This is sort of like your your overall dashboard

    of all the things in your business but you could certainly create spreadsheets within these folders for managing content

    or planning or any of the stuff But our goal today is really just to talk

    about a dashboard So basically we would create the folders that we need we loaded

    up with the assets that we want out here um to make things pretty easy I would do that

    first and then I would go and create your spreadsheet and this is super simple Right So you're basically

    coming over to your first row and creating your whatever makes sense So for this challenge we're

    actually going to do branding day one your bio bits on day two Well technically this

    is day two this is day three Your services is day four so whatever that looks like

    for you some may just have one service you might have multiple So this might take

    you a little bit right to gather all that information that you would want Um the copy text and all

    the maybe even visual assets that you need then we're going to do social So if you're

    really big and all the social platforms that might be a bigger challenge for you Um and then on

    day six it's key software So any of the Softwares that you use to keep track of

    so this can look like whatever you want So it could just be a list of

    the key things that you use but you could get a little bit more strategic and

    put in the price of those things and when they were new and how often they were new and keep

    track of the things I regularly visit in my business at least twice a year the software that

    I'm using and how much they're costing me and what that looks like compared to what I'm

    making right because we want tools to serve our needs and I am definitely one that loves

    tools And I do find a lot of times that at a certain point I go beyond using a tool

    at the free level and it does make sense to pay for it So you know obviously stack

    your your software stack with free tools until they don't work but don't be afraid

    to invest in them if they're really saving you time Um Whereas I've invested in tools

    that I thought would save me time and then I don't end up using them and they

    get access off the list of paid tools versus free tools So that's kind of where I track

    key software and why I would do that And then obviously if you're going to try

    and track your logins you probably wanna do that through a password vault type tool and then important

    links anything anything anything goes here really whether it's a link to um specific like

    if you're a Youtuber or if you have a podcast or any of that kind of things

    where you want certain episodes that you're highlighting or if you're um maybe have collaborations with other

    people online and in person and you want links to their stuff and your collaboration assets

    you would put those links in that area there So the idea basically is that

    you are creating this sort of go to board that has all the key things that you would need to

    grab really quickly in one place And then if you get to the point where you know you

    have someone else that's helping you out this is sort of like a little hub of like

    what's going on with your business and they could grab that information and you're not

    like let me get that to you you have it and this is supposed to be

    a living document So if you change something up with the way that your offers are

    the pricing like I didn't get into pricing here but you could totally have the pricing bit in here Um

    you could have links to other spreadsheets like I was kind of alluding to for socials

    maybe it doesn't make sense to do this uh columned version you could just have the basics here but you

    could link to a specific spreadsheet for instagram for you to track how you're posting

    an instagram and the hashtags that you have there and all the things right then

    cramming it all into this one section But this could be a way for you to branch out in google

    drive and have a different dashboard for socials themselves and be able to link to it really quickly and

    get to that specific stuff So whether it's all inclusive value your socials or whether or not you have one

    for each of the different social platforms whatever makes sense to you and your business but this is

    the main start that's to make you kind of have a hub of information Um So yeah this is google

    drive that's as hard as it really gets Just basically folders and assets and this

    is super simple planning I mean it doesn't have to be complicated you don't have to have fancy design tools

    like I showed you before and then I think the next one that I still need to

    cover um if you haven't looked at any of the other videos you might want to just peruse them

    and see if any of those things are tempting because they all have a free level Um

    and I always say try things and see what you end up liking to use

    Like just don't necessarily I guess if you live in google definitely use it but you if you

    try other tools and you find that it has opened up a window for you and productivity then that's worth

    it at the free level If there's no barrier to entry of trying a tool

    I said try them and figure out what works best with the way that you like to plan

    and organize your business All right off you go to build your dashboard