10 tips to easily organise yourself and your business

As this month (January) is “Get Organised Month” here at PinkSquare Media, we thought we would provide you with our top ten tips to help get you and your own business organised for the year ahead. 

setting smart goals is a great way to organise your workload1. Create SMART Goals

The most obvious and number one on our list for getting organised is creating goals, but most importantly sticking to them. What does SMART stand for? It stands for:-

S – Specific – Set a big goal then break that down into how you are going to achieve it. Then break down each of them tasks.

M – Measurable – Can you use something to see how the progress of that goal is being met? Make sure you can see how that goal is either being achieved or how long it will take to be met.

A – Achievable – Setting goals that can be made are much more rewarding than setting ones that cannot be met. 

R – Relevant – There should be a purpose for your goal. How does your goal relate or improve your business? If it’s a personal goal make it personal, leave it out of your business goals. 

T – Time Bound – Set a deadline. Similar to measurable but you need a time goal to meet your measurable achievements.

2. Have your own business space

Whether you have a home office or you rent office space, make sure you have a place to do business-orientated tasks. This will help you reduce the clutter that is not needed and to be organised while you are in your work time.

3. Set working hours

If people think you are available 24/7 they will try to contact you 24/7. Set your hours and keep to them. If, for example, you do provide emergency services, such as being an emergency locksmith, ensure you take some time for yourself.

4. Learn your fatigue level

Get to know your body and your mental health. If you know you become stressed and tired after 12 weeks then plan and organise your holidays in advance so you can prepare for time off and also utilise your holiday breaks more effectively. This will allow you to complete work by certain dates (SMART goaling) and also allow you to enjoy your time away from work much more.


Know how to break down your money. Consider the known and the unknown (especially after 2020). Some things you should always think about are:-

  • FUll income – What comes in before expenses.
  • Personal income – What you can spend on yourself, not forgetting that you’ll want to budget for the weeks you take holidays, this includes the fact you’ll be paying yourself that week with, potentially, no income coming in.
  • Taxes and National Insurance – Whether this is personal taxes or VAT (Never mess with the VAT MAN), always keep your tax money separate from your business account.
  • Outgoings – Electric and gas for the office, paper, ink, pencils, etc. If you need it then make sure you have a small budget constantly available to replenish the stock and ensure your rent and essentials are paid for.
  • Marketing – Where is the next customer coming from? Word of mouth is a great tool but you should never put your eggs into one basket. Whether you pay yourself for marketing or a company, the time you need to set it up and run it should be an ongoing goal for your business. Research suggests that you should budget between 5-12% of your gross revenue on marketing, with the average being at 11.1%.
  • The unknown – As they say there is nothing more certain than uncertainty. Put some money away for times of change.

Use social media scheduling to organise your posts early6. Create a Social Media Schedule

Engage with your customers and potential customers. You don’t need to sell, sell, sell on social media. Show them a bit of personality, your latest work, and occasionally some fantastic offers. Having a schedule means you can organise your posts early by either posting something date specific, (i.e. Christmas or Valentines day) or even setup your posts ahead of time for when you know you are on holiday.

7. Get to know your customers

What did someone like about you? What didn’t they like about you? Can you improve on this information? The answer is yes. Use your contact details of your old or existing clients (GDPR compliance???) to do a study to find out more about why people use you and your business. This will help you improve in parts you need to and monitor the positives and negatives of your business. As we said, word of mouth is still powerful and your customers will be impressed if you are showing that you want to improve. Simple surveys can be setup using mailchimp or even Google Forms.

8. Book on to Networking Events and Groups

Whether you are B2B or B2C. Networking events are an essential part of growing your business and booking in advance will allow you to plan (SMART goaling again) what to show and share at the event. Networking allows you to meet customers and other businesses which can either use your services or recommend you in the future.

9. Have everything in the cloud

Using tools like Google Workspace or Microsoft Onedrive means you can access everything everywhere. Using the cloud to organise your most-used files means there is no need to worry that you’ve left something on the hard drive and you can access it on your laptop or phone at any time (wifi or cellular data permitting).

10. Take advantage of Apps

If you use an email marketing management system or invoicing software on your computer then it’s most likely they will also have an App for that. This means you can integrate what you do on your mobile, tablet or desktop. It also means you can achieve tasks on the spot. For example, if you need to invoice someone after completing some renovation work, you can send it right there and then, rather than waiting till you get home leaving less chance for mistakes or even forgetting entirely. Organising your end of job time to ensure you do this will benefit you and your customer.


So these is our top 10 tips for improving organisation for your business. Think some of it may be too much for you to do alone? Why not get in touch with us about some of the digital marketing elements and let us help your new year get off to a flying start. Don’t forget to go to our blog page for more tips, strategies and marketing information.

Do you have other tips or think we are wrong? Let us know in the comments. 

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