Advice on General Business and Office Organization and Efficiency

1 Reply

Hey folks,

I have been thinking about this a little bit lately and felt like it was just a general topic that could be useful to those of us new or newer to REI. I had posted about this in the "Starting Out" sub-form but I feel like there will be more experienced folks in here that could really lend some advice on this topic.

While having an entire office, even at home, when you are just starting out is obviously a little over the top, what are some really useful habits, techniques, accessories / supplies, and apps/software that some of you more experienced investors used at the beginning and maybe even still use now that could be helpful for those of us just getting started? 

Or perhaps that you developed or started using later and wish you had been using from the beginning? I always love the "If I had known this when I got started" advice!

Maybe some things you did or used at first that you realized later were actually unnecessary, over the top, or just a waste of time and resources?  I know, for me, at the beginning of something new like this, when I'm really excited, it is really easy to try to find all the "things" I can to help me be more "efficient", when in reality I am doing a lot of things that aren't really even necessary.

I feel like getting behind in regards to organization, filing, planning, etc. could really come back to haunt us even a year or two down the road. So, I've been trying to figure out the best way to get organized from the beginning, while not going over the top with it. I'm not right at the beginning but still new enough that I'm not getting too cluttered up or anything yet. Just want to make sure I have my ducks in a row from here forward and feel like this advice from you guys could also help anybody else coming into this forum.

Thanks everyone!!

We've had success using InfusionSoft for email marketing and database management.

Along with that, there's also a business card reader app I use that's saved my life. It's called "ABBYY Business Card Reader" and it connects to your database, email, etc. It'll even send out an automated message to that person saying it was nice to meet them.

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