Welcome to in the Trenches MBA! In this video we are going to talk about how to organize your contact data in excel so you can put it to work for you. Our lists are the backbone of any business are you using yours effectively? Here is the first step.

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======================================================
Where Does This info Come From?

Business Cards (Networking) (0:25)
• Separate all your columns

Email Lists (Offline and Online) (0:32)
• Save email address to an address book
• Capture info from signature lines
• Website forms and opt-in opportunities

Client Lists (0:40)
• Targeting for more recurring services
• Notes about services purchased
• Notes about client experience

All This Info in One Place…(0:58)
Start with Excel While You “Get Cleaned Up”
– Standard Columns (across the top)
• First name
• Last Name
• Company Name
• Title
• Phone
• Cell
• Email
• Address
• City
• State
• Zip
• Alternate Email
• Where did you meet
• Birthday
• Products Purchased
• Payment Method
• Favorites
• Social Media Links
• Assistant Name
• What other information do you collect? Make a Column for that
======================================================

Excel

How to Setup Your Contact Data in Excel… CRM Here We Come! [Video]

training by BROOK BORUP!

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Show Notes & Links

Welcome to in the Trenches MBA! In this video, we are going to talk about some of the functions, pros, and cons of using QuickBooks online for your small business books. This is just a sampling of functions. There is a reason QBO is the industry standard!

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Transcript

QuickBooks Online for Your Finances

Primary Function… (0:11)
• Bookkeeping & Accounting
• Invoicing
• Quick Books Payments for Direct Payment Via Email
• All the Financial Reports You Will Ever Need As A Small Business
• Industry Standard for Small Business

Pro’s…(00:29)

• if setup and used properly it can save you money at the Accountant
• No Double Entry to reconcile accounts
• Classify your expenses to see where your money is going
• Know who owes you money and how much potential you have
• Always know where your money is
• Can be use as time clock.
• Integrates with a lot of other software including Zapier
• Integrates Direct with your online banking
• Get rid of the excel spreadsheets and invoices
• Automatic billing if you are on a renewal system.

Con’s (01:22)
• Some accountants prefer the desktop version still
• You must set it up correctly and be trained so it can save you time and money.

• As of Feb 2017 – Suggested Tier $12-30 per account

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