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HELLO | TWELVE, JUNE 2017

Hello from the Delegate Leadership Retreat!

Team Delegate has spent the last week working together in-person!  This is always such a treat for us when we get the opportunity, given that we are a virtual company.  As jazzed as we are to be a flexwork employer and the flexibility that affords our team as a whole, getting the chance to be together is always a refreshing, rejuvenating experience. 

 

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How to use Evernote in your business

One of our favorite tools, now exclusively for business: Evernote Business – your company, only smarter. This amazing online tool comes available to you from evernote.com/business at only $10.00/user/month. With this you are able to centralize your company’s knowledge. From your company’s home, browse and join every notebook shared with your company and view the profiles of co-workers, including their shared content and recent activity. Hate creating presentations? Present your ideas in one click – rather than putting all your hard found research into a presentation, use the presentation mode to easily show your notes in a full screen layout. On the move? You are able to gain quick access anywhere on any device – even offline.

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Google apps

This month our team did a training call with our good friend Mary Motz of ProVirtual Solutions. She’s an expert with Google Apps and we learned the following tips that might be helpful to you if you’re considering making the shift:

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New beginnings

It’s hard to believe we are already half-way through Q4! I hope this month has you well on the way to manifesting all of those awesome goals you set for the year! The secret I’ve learned about goals is that while it’s always crucial to have them to inform direction, it’s also just as important to accept and welcome that they can change. Sometimes, the change is out of our control, sometimes new priorities emerge and sometimes we need to just re-evaluate entirely and come up with new solutions.

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Receipt organization

Who doesn’t despise all those pesky receipts and searching through tons of paperwork to find the right expense when it comes that time of the year? Here are a couple examples of cool virtual receipt tools we use with clients to help keep yourself and your wallet a bit more organized.
Photo credit: "Receipts", by patpitchaya
Expensify – Plainly stated, expense reports that don’t suck. Expensify lets you lose the paper receipts while never having to type detailed receipts again. There is unlimited storage and an auto-association tool that connects the receipts to your expenses. Expensify is a free tool that also carries expense reports, administration, compliance, mobile features, and seamless integration. Includes a free mobile app and even captures mileage!
Shoeboxed – A super-fast and simple way to turn your pile of receipts into digital data saving you time, money, and hassle. How you say? Simply send Shoeboxed your receipts, business cards, bills, or other documents via mail or email and everything will be carefully sorted and scanned into a secure account. All data is organized, including an IRS accepted image of each document, and then human-verified, categorized, and ready to access from anywhere to export into dozen of tools.
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Spooked by Sales?

Happy October! Q4 is upon us and here at Delegate, the start of Fall marks the start of heavy sales work for me and my team this year. In a business that has been built almost exclusively by word of mouth and referrals, having to become more intentional with our sales efforts makes we want to hide in a dark corner and eat LOTS of candy! I share this with you because like any boot-strapping entrepreneur- no matter how scary the task, I am committed to putting on a brave face and figuring it out as I go. That means lots of masterminding with peers, lots of reading and lots of creative research and development with my team.
It also means re-framing the way I think about selling. Dan Pink writes in To Sell is Human, “Like it or not, we’re all in sales!” It’s just one of the many hats we have to wear each day. I choose to approach it with positivity and integrity- selling services that I know serve people and make a difference in their lives. In this way sales just becomes a socially conscious way of balancing money making and helping your customers get what they want and need! Dust off that sales hat and make it an awesome month!
- Emily
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Take your Phone System Virtual!

Maintain that personal touch connection with your clients and customers, even when you’re not at your desk! When a customer or client callsyour business you want that friendly smiling voice on the other end to make them feel welcome and important. Here are a few options with features that do just that!
Photo credit: "Portrait Of Smiling Businesswoman Busy On Phone", by imagerymajestic
Google Voice: FREE! Learn More: www.google.com/googlevoice
• Choose your own number (either pick a new one, or use your cell)
• Have your voicemails emailed right to you (with transcription!)
• Ring your computer and your phone
• Set up a series of several numbers to work as a hunt group
• Select auto-answer/screening, or turn this feature off
Grasshopper: Plans start at $12/mo and are minutes-based Learn More: www.grasshopper.com
• Select a toll free or local number
• Unlimited extensions
• Call forwarding
• Voicemails via email and manage online or by phone
• Record custom greeting, add departments / employees, get calls, voicemails, and faxes anywhere you are.
Check out these other great options too: Onebox & EVoice
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Is Your Website Really Driving Sales?

Photo credit: "Dollar Symbols Coming From Screen", by Stuart Miles
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Just keep swimming

Happy Fall! Hope this issue of 12 finds you wrapping up a lovely, restful summer filled with amazing, happy, sunny memories. While we were in Maine last month, my son and I added a new member to our family! Meet Emmet (pictured on the right with my son Nathan)- our beautiful Cavalier King Charles Spaniel. Just to see him puts a smile on my face!
I don’t know about you, but I am fall-obsessed! Sweaters, mums, hayrides, SBUX pumpkin spice lattes and cool fall nights bring me such refreshment! Nature always seems to bring us exactly what we need. For me, even though my summer was well-intentioned, it was also very challenging. Personally, I’ve had my plate full of some really difficult, distracting stuff. As if being an entrepreneur is not overwhelming enough, pile on “life” things and it’s easy to feel out of control. I am thankful that I have an amazing support system of family, friends, team and mentors around me. They provide peace, perspective and encouragement in times of unrest.
As a natural goal-setter, it’s been particularly difficult for me to scale down my ambitions to maintain my own life balance. One of the things that I’ve learned in my own journey is to “just keep swimming.” If you’re familiar with the Disney movie, “Finding Nemo” you know all about the challenges Dory faces, yet she is relentlessly optimistic. Great coaching has taught me that even if you’re forced to move more slowly than you’d like; breathe, take smaller steps and just keep moving forward. Persistence will often help us succeed when all else fails.
Wishing you a fabulous fall! --Emily
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How to Take your Phone System Virtual!

Maintain that personal touch connection with your clients and customers, even when you’re not at your desk! When a customer or client calls your business you want that friendly smiling voice on the other end to make them feel welcome and important. Here are a few options with features that do just that!
Google Voice: FREE! Learn More: www.google.com/googlevoice

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