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Updated: Jun 23, 2023

The new year is always a great time to reassess your business and your goals in your business. The one thing that you can do for your business to help it grow and achieve your goals is to make sure that you’re organized.

There are various tools and resources available to help business owners better organize themselves in their business. Today, I’m going to talk about my 2 favorite resources:

  • A solid planner or day runner

  • Evernote


Schedule everything. Not just your meetings and client appointments but literally everything. Need to find time to track your hours? Schedule it! Trying to find space in your day or week to catch up on SOAP notes? Schedule it! The most organized individuals schedule themselves from morning until evening. They even schedule in their down time or family time.

My favorite planner is PlannerPad. This allows me to create a running to do list and then I can pull it down to the area I want to work on.


This is a free platform, but they do have a paid version. This is best for the type of person that wants to research everything, book marks a bunch or things or leaves a gazillion tabs open in their browser, but feels they never have the time for it.

Evernote is a great tool for this! You can create notebooks. I have a few notebooks. Personal. CHSB. And TNHC. Under each notebook, you can create collections of notes. Think of the notebooks as binders and the collection of notes are the tabs or separators in the binder. I use these notes to bookmark and tag research papers or articles. I take notes on webinars I’m attending. And, I make lists of things I want to do but don’t have the time right now.

Because you can tag everything, it makes searching easy. Let’s say I’m looking for something specifically on Methylation and I know I took notes on it. I search for the methylation tag and then that narrows down all my notes for me.

So…those are the 2 things that you can do to really get organized in your business in the New Year. I’d love to hear what you’re going to do to better organize yourself to help reduce stress and overwhelm as you work to grow your business!


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