Unknown Speaker

exactly like you know I love I love the tips that Donald Miller sends out right from The Story Brand. great tips love to listen love to look at them. There is a another productivity coach. They follow Paul Miners love his tips. But I don’t want to see it in my inbox at random times. So what happens is that all of those get channeled into one folder. And it takes me probably just a few minutes to scan through all of it at the end of the day, and just open those that I want to read and I read it, I scan through it and I’m done. And then I will tell you that later I’ll talk about what I do with the email. So I don’t just leave it there sitting in a box, right? It’s either I do something with it or I file them. But regardless, I look through my SaneNews and I look at all the newsletters. I read the ones that they were Want the other ones I will delete. So what I do is I will have a box with say news and there will be like probably like 40 or 50 emails at the end of each day. So I will click the button at the top, so it will highlight all of them. And then I would basically uncheck those that I want to read and I will delete the rest so that I’m left with three, maybe I’ll scan through I read it, and then I will delete them or when

Jeremy Weisz

you archive them or delete them.

Unknown Speaker

I mean, the ones that I’m not going to use that I know that I’m not going to use I delete them. The other ones are archive, so and those that are really what I’m missing, I’m going to refer to them, I will label them so then I can very easily find them in the future. But that takes few minutes. I get my information that I want and out of there. Then Sanebox also puts the emails there are certain categories of emails that are being put into another folder. It’s called SaneLater. Now you can train Sanebox, watch you go To send later as opposed to keeping in new inbox. Again, all communications for clients super important for me always in my inbox because I have to see it right. But let’s say I get notifications from monday.com or Asana because some of my clients use Monday some of them must use Asana and I am on their assigned on their Monday I need to know some some of the tasks that were done or I need to look at it, I need a reminder, I don’t need to see it right away. So that goes into SaneLater and again, SaneLater or look twice a day, mid morning and the end of the day. So then I look at SaneLater that’s those are emails that I trained sanebox to put it later. So I don’t they’re not in my inbox all the time. Right. So that way I can really control my email in a waiting for me to look at it later or have in my inbox any communications from clients, or from prospective clients or from affiliates. And the thing that I do is I go over my inbox And I label it. So each one has a label or a client, when a client signs up, one of the onboarding process that is being done in our company is that each client gets labeled the 200 from gets a label, and then it goes into a folder. I see it in my inbox, but I also see it in a folder. So the information is always there. So once I see the email out, let’s open the email. It’s it, I’m going to handle it right there, you know, I can respond right there and then archive it and move it out of the inbox. Or I will send it into my project management or my task management software. I don’t leave emails in my inbox for to do because what happens is, then you look at your inbox again, and then you remind you have to remember Oh, that email from Jeremy, I should send him that introduction that he asked me. Yeah, I don’t have time right now, but I’ll do it later. Okay, so then I spent time doing that reminding me an hour later, check my email. It’s the same thing you know, so that is wasted time. valuable minutes that you can regain back. So let’s say Jeremy, you send me an email and you asked me to, you know, write something or give you some something that I’d said I’m going to do. Maybe you want to see my onboarding process and you wanted me to send it to you. Okay, I don’t have time right now, my day is very busy, right? Well, maybe it’s something that my team can do. I don’t need to do it myself. I’ll open the email. I’ll forwarded to I use Asana personally. I mean, in the company, we use Asana, so I will forward it to Asana to my tasks. So we’ll forward the email to Asana. Asana gives you like an email address that you can forward it so it forwards from my inbox to my task management software. And it sits there for me to do when I’m actually prioritizing my tasks. But now it’s out of my inbox but it’s not forgotten, but it’s not sitting there.

Jeremy Weisz

Yeah, so you could you have a everyone has in Asana has an email they could just take and then forward to two Go into Asana

Unknown Speaker

yeah and Monday does the same. Yeah, no monday.com. So, I really suggest that you use your inbox your email is like a gateway to all of your other tools right this is where the entrance is the entrance of communication. So, you are, first of all, you have to make sure that you have the communication policy written correctly in terms of this is what I’m doing this is what we are doing this is how we use Slack or any other messaging system this is how we use emails, this is how we use this is how we use that and then get everybody to agree on it. And then your gateway will be your from external through email and then you channel it

Jeremy Weisz

is a tough transition. You know something you know, I know when we switch over to Slack. I was in bad habit of emailing when with internal communication And we’d have to like, have everyone police each other. Like if I send you any like yell at me, I don’t care who you are yell at me like, do not send me an email. When it’s an internal team member, you have to go to Slack and also the flip side, I have to be yelled at Adi honestly that sometimes I’ll task someone in in slack of like, hey, do this and like, No, I have to put the task in Asana. Because you know what I mean? So there’s a crossover, but you’re right, like starting with the, the overall strategy and concept if you don’t get that down, everything gets cluttered, and it’s not it’s not efficient. I remember. I mean, you told me like you You need to use SaneBox. You said No, you didn’t say that. You said I use SaneBox is amazing. I’m like, I trust you. I signed up like the next day. And I got a notification, like a week after and it’s like you just saved 8.9 hours. This week and I believe it because it, it has some kind of AI function. I’m not exactly sure how it works, but it definitely sifts it, so only the most important stuff goes your inbox, your primary inbox, so that the rest of it, you can check later that day, it’s not as urgent. And then there’s a little bit of training, but it’s so easy because you just drag. If something shows up in another folder, you just drag it into the primary inbox, and then it learns to only send that into the primary inbox. So it’s very easy to train it, but some know what how it works, but some reason it sorts it already. It’s like 90, there’s like 95%, like accurate. Were sorting.

Unknown Speaker

Absolutely. And you know, just on that one on the training internally, what I’ve what I do is if a team member will send me an email and I know it belongs on Slack. So what I do is I take a picture of the email like a snippet, the picture and I put it in Slack and a central remote to answer your question. Here it is. So I continue the conversation on Slack. So I think that’s a training method as well and a way to hold each other accountable. So let’s say somebody asked me something on Slack, and they should task it to me in Asana or in Monday, it should be actually going the conversation should be there. Then I will answer it in Asana. I will actually put it myself in Asana and I will continue the communication so each one of us can be a communication police by channeling it to the correct, right.

Jeremy Weisz

Yeah, and one thing I do I love that you said, you know, Slack has been game changing for us. And it’s it’s sometimes a hard habit to break. So you need other people on the team to hold everyone accountable. But I installed Gmail Meter and if you’ve heard of it, Gmail Meter, basically it just tracks how many emails you’re getting from specific email addresses. So I basically go to G Meter, and basically it shows you every month I think is GmailMeter.com for Gmail It shows you every month. That’s not the right one. It shows you every month, how many emails are coming in from different people. And it’s somewhere free g meter apps on Google Play. I can’t find it. But um, yeah, it’s called something like G Meter. And so I try in my biggest communications via email, I try and take it to some other form of communication. So it’s not coming in to email, right? Like if my business partner, if I get, you know, 1000 emails this month, like we need to, you really start making sure we’re on Slack and not using email. So it makes me just more aware of actually, like, who I’m sending to and who I need to just get off of, you know, email, I guess.

Adi Klevit

Absolutely. And no phones, you know, I know text. You know, I don’t I don’t want to be communicated via text because what happens is that, you know, they get better Right, and you can’t really, you can forward it, you can direct it. So what I end up doing if like, let’s say, I have somebody that checks me, a referral partner, for instance, just texted me. So I have to pin it to the top. So I don’t forget to answer it, or I can send it to my system, she can schedule him and it just doesn’t. It’s it’s hard, you know, it’s it. You have to discipline the people that talk to you also to make sure that they’re using the right lines.

Jeremy Weisz

Yeah, yeah. I mean, I used to be maybe called G Meter here, but email meter email statistics for Gmail and G Suite. So it gives you the, the email meter gives you the messages sent the recipients, the response, your response time, all those things, so, but I use it just so I can take things off of email, who do I need to take off of email and communicate not on email with maybe internally so it’s like a signal to me I’m not doing things properly, I guess.

Adi Klevit

Yeah, no, but that’s good. It’s very good tool. Alright, so we talked about email, right. I think we extensively talked about email and there is more to do. We can talk more about that, but I think we should move to the next subject. Which should be, which one would you choose? I mean, maybe taking or

Jeremy Weisz

Yeah, I mean, I think you talked a little bit about internal communication. You talked about Slack Teams and Google Chat, and kind of the rules around that office. Anything else on the internal communication that you would you want to point out, you

Adi Klevit

know, what internal communications, you know, it’s important to use threads, so you can actually follow through and what follow up on what you’re saying, right? Because otherwise, it gets all jumbled. And I’m also think you need to use, it’s good to use channels, you know, like in Slack, you can build channels, you can use it also in Microsoft Teams, and I’m sure the other software’s out there. So when you credit channels, just be very thoughtful about what those channels are and who should be part of this channel and what to put there and whatnot. Right? I mean, you can have your random channel like it would be like the water cooler or like whatever, just just, you know, if people want to post different funny things or you know means or Jeeves or whatever it is to Just put it there. But don’t don’t put it in in general you know, just like you know cuz it clogs the conversation so like, happy birthday can go on the random one don’t put it on the general right? Yeah. Okay because that was it gets it then 50 people decided they want to answer to it when they should write but then it becomes it clogs it. So you have to be very aware that you want a communication to flow. It’s like a river that flows you want you don’t want to put all these dams there that will stop it all those places that it will diverge into different places as opposed to just going in a straight line. So be very cognizant of that. I’m very big on right doing the right channels, not too many. But you know and also see what his immediate needs immediate response and what does and like for instance in our company the rule is, if you want my immediate attention, then go to my my personal channel insurance which is a D just you slept Right there sometimes on phone and my team needs to let me know something or, you know, I need to let them know it’s something urgent or you know, that person has to be rescheduled right now or a client needs help right away. But if it’s something that Oh, I just read an amazing article and I think we should discuss it in our staff next staff meeting, please do not put it on my direct channel because then I need to process it and evaluate whether it’s important to do it right now or later. So this one should go on a channel can say, Think Tank, you know, or future or discussion or ideas, as opposed to let’s say we have a channel on clients so all the clients will go there or like business development. So I think

Jeremy Weisz

the rules of Slack because I definitely have pet peeves when it comes to slack. Like if someone doesn’t put it on the same thread. That’s a pet peeve because it doesn’t continue the conversation. If anyone uses Slack, you know, I’m talking about it’s not even that easy to do a threat you have to kind of find the little button, click the three And then continue the conversation. That’s why I think in Facebook groups with there’s issue, people have issues because in Facebook, when you leave comments, it just pushes all the previous comments down. And the same thing happens in Slack. But slack actually allows you to thread conversations you don’t, you know, you don’t need to sift through all the comments to figure out is this for, you know, three comments above it? Or is it from three comp, you know, four comments above it. So, threading, you’ve made a major point, like, if you use Slack, and you don’t use the threads, it’s not efficient at all.

Adi Klevit

Yeah, and the same thing with Microsoft Teams, you also have to continue the conversation so you know, it’s it’s kind of like you know, if you want to be a really good athlete, you have to practice you have to practice daily. So, if you want to be very efficient, you have to practice you know, self as have more of an inclination towards it. Some of us have to learn it more. But once you get you get a grasp of it once you get it into a routine and into a habit it will create such a huge difference in your life that it’s totally worth it it’s just like being in really good shape you know it takes time you have to go to the gym you can’t you know slip yeah and it’s like it’s not gonna happen so then you can sit on the couch and complain about it or you do something about it so that you

Jeremy Weisz

you know, how granular you get with channels and Slack. Do you have a channel for each client? Or do you just have a channel for clients? What do you do?

Unknown Speaker

I you know, the majority of the communication on client actually happens in Asana. There is no reason to communicate on slack the thing that if there is a communication on Slack will be more like, you know, Jeremy cannot make it to the call he needs to he’s half an hour late or he just called or, you know, or, you know, Jay needs the server. Text. I mean, send to her right now. Can you make a change or I just, you know, there is no anything else goes into. I do have an Asana project for you. client and then we communicate the communication is actually there back and forth as well if we need to make a comment or if we need to communicate on the Asana basically, yeah, so so

Jeremy Weisz

email internal communication and why don’t we talk about Task Manager reference for there.

Unknown Speaker

Yeah, test management is like it’s huge. I mean, either Monday, Asana Task Meister, I mean, I’ve seen I’ve seen a lot. I mean, people love everything that one says, Hi. So we’re gonna

Jeremy Weisz

talk about you already.

Unknown Speaker

Yes, absolutely. We love Sweet Process. And it’s a huge time saver and a huge productivity tool. So we’re going to talk about Sweet Process in a second but in terms of the project management part of it or the task management, so then we use, I personally use Asana, I like it I also really like Mondays. So it’s both you have to figure out which one you like best So what I do is everything goes on my Asana, that’s my to do list. I like to use the My Tasks very, I’m very efficient with that I actually have my tasks separated into sections. So I have the morning, the afternoon, evening, end of the day because I also put my personal stuff on it and everything. As I mentioned before I email into my Asana, I created in Asana, I don’t have any more of those to do lists. You know, I try to integrate notebooks and pieces of paper and everything. I mean, I do have papers on my desk because when I’m talking, you know, I take notes, I’m not necessarily going to start typing right now. But I then immediately transferred into Asana, you know, it has to be on Asana. And I use also the calendar function. So if I scheduled something for the day and this is an important tip, if your schedule your day schedule it for too when not to lose it You know, what do I mean? You know, if you schedule if we have that many minutes, how many minutes? Do we have in an eight hour day?

Jeremy Weisz

Yeah, the set amount?

Adi Klevit

  1. Right. I mean, do you have more Jeremy?

Jeremy Weisz

No, not that I know of. Something. I feel like I have less. But yeah,

Adi Klevit

yeah, exactly. So we have a set amount of minutes. Some of us can use those minutes better than others. So we have more, right? But if you have a task, if I have three, like let’s say, for me for for one hour meetings, right, so that’s right, there are four hours that are taken by a meeting, I do need to eat, get up a little bit, take a break. Okay. So that’s we’ll get together to let’s take like to get to be about 15 2030 minutes, whatever it is for you, right? So you have to account for it. And then I have three and a half hours left. Now if I scheduled myself with tasks that are seven hours, I will end my day not accomplish that we feel like oh, this day just went by and I didn’t do what I wanted to do and then I beat myself up for it and it just becomes This, you know, you get to the end of the day and you don’t feel accomplished.

Jeremy Weisz

So that’s every day for me.

Adi Klevit

So, but you know what if you actually look like let’s say, I use my day, that’s why I scheduled the morning, the afternoon, the evening, end of the day, you know, if I have it scheduled and then I scheduled five things in the morning, but already have two meetings, it’s not going to happen. So why set yourself for loose you know, just like when added, you know, celebrated. That’s another thing we have to celebrate our accomplishments. So, I scheduled I go look okay, I have two minutes in two minutes, two meetings in the morning. I can also accomplish to half an hour blocks to accomplish different tasks. Now check it off. It’s a win. I had a great morning, right. As opposed to I have like five things that I scheduled myself in the morning and two meetings. It’s known God Oh, my morning was sacked. I mean, I didn’t accomplish what I wanted to accomplish. You see the different inadi difference in attitude. So Of course, you want to be more efficient and do more but don’t over schedule yourself and then it becomes the to do list is kind of like it becomes nothing, then you don’t you can’t ignore it. Okay, that’s my to do list, but I’m really doing this right.

Jeremy Weisz

Totally. I want to hear some more Asana tips, I just want to point out, all these things were mentioning are either free or very low cost, like Slack is free. Asana is free up to a certain number of users, which basically you can you can use it for a long time without having to pay anything. SaneBox is like $9 a month. I mean, really inexpensive. The, the email meter is free, right? So all these things do not cost money, really.

Unknown Speaker

I mean, Asana I actually I do pay for Asana because I like the paid version, but it’s like $11 a month per user. Yeah, you can you can use tags and I use tags a lot and I use a lot of labels. So it’s all colorful, you know, so

Jeremy Weisz

we use Yeah, the paid version of Asana, but for many years, we didn’t because we didn’t need to. Yeah. But yeah.

Adi Klevit

And Monday is awesome. It’s so colorful as well, you can switch the tags, and you can do so many things. And it’s easy to use, you know, I mean, I know for some of you, it might not be easy. So then get an expert to help

Jeremy Weisz

you get an expert. Yeah. I mean, I encourage anyone to get an expert, even if it comes natural to you, you know, because someone who knows what they’re doing to set it up properly, the first time around, I wish we would have done that a long time ago, is critical, because they’ll set it up. So they actually working how it should instead of piecemealing it together like we did a day.

Adi Klevit

Exactly. No, exactly. That’s what we do is we basically identify the workflows for our clients, do the flowchart, figure out how it goes and then what tool needs to be used where and how to use it. We already know how to do it. We’re experts at it. You know, it can take us two hours to build something that you will have to figure out like 2030 hours how to figure it out, right? But even if you don’t it to your point, even if you’re just starting out, it’s easy to use, and it’s free and you can figure out at least some functionality is better than none. So that’s definitely so. And there’s so many tricks and tools in Asana that, you know, you can use the tags, you can use reports, you can definitely get it to a point that it is working, great templates, etc. I mean, I’m not going to cover all of them right now. And I also don’t want to confuse our listeners. If you want to do it myself, then go to us. I mean, they have a great blog where you can learn a lot of things. Same thing with Monday and other systems. Yeah, use a task management system don’t have just random list anywhere. And also that way you can get it out of your basically out of your inbox.

Jeremy Weisz

Yeah, I mean, you know, there is people talking about Asana Monday Trello. There’s a bunch out there. So whatever you Like I personally, we use Asana, I know use Asana as well, but they’re all they all work, and they’re all good. And people like them for different reasons. So, you know, we can get super detailed with it, but just play around with it. And you can set up your check, you know, if you want to really we use it to stay organized, and to make sure we’re not missing steps. And so that’s what we use it for. So, um, so we talked about email task, internal communication. Um, you were saying some, maybe notes or document management, which one?

Unknown Speaker

Yeah, so when, let’s talk about Sweet Process. What do we use Sweet Process for Sweet Process is used to document your workflows and to document the different processes and procedures that you’re using in your company. And why do we save time doing that is because if you have repetitive tasks that you’re doing over and over and over again, if you haven’t documented that Then it is something that your team can do repetitively, without variation. So it takes a time out of reinventing the wheel every single time, right? It also takes the time when you’re training somebody. I create amazing checklists in Sweet Process for onboarding. Like let’s say you are onboarding a person. And you want to make sure that they are all trained the same way. So you create a checklist there, where they you tell them exactly what they need to be trained on. And what is the sequence to do that. And then they go in there and Sweet Process. You can use all kinds you can use videos, you can use checklists, you can use audio, you can use screenshots, etc. So it’s basically like this training manual and standard operating procedure manual on the cloud on steroids like beautiful, flexible, you can change it you can keep it up to date. It has version code. trawl etc. So I think that’s a tool like Sweet Process saves you so much time when you want to train your team, when you want to have a place where all of your processes are documented, this is the tool to use, and especially now when we you know, when people work from home, and you have to have that uniformity, they have, you have to have the same way of doing things, I highly recommend checking it out and using that tool.

Jeremy Weisz

Yeah, I mean, we were having a conversation with you and one of your clients that you help, you know, a lot of streamline and efficiency and procedures. And they were saying that they had staff for many years that all the knowledge base was in that staffs head and if that stuff left or when they left, that was a huge problem for the company because that knowledge base left with that person whereas in something if you’re using a Sweet Process, the next person comes on and just hits the ground running Where that other person left off and there’s no worry of oh my god this person leaves we are screwed.

Unknown Speaker

Absolutely. And here is another efficiency tool. I mean an efficiency trick on how to use it also with Sweet Process use videos. So what I do is I use actually one of my clients that use Sweet Process that we documented all of his processes and procedures on sweet process. He taught me he showed me this tool in square it’s called Screencastify. So you can do is take Loom like Loom. So Loom is great as well. So have a chance use loom, I use screencastify, which is a Chrome extension. So if I want to if I’m doing something and it’s important for me to show somebody else how I’m doing it, I just click on Screencastify I just start the video, it records it and then you It gives you a link so you can actually paste that link into Sweet Process. In the actual like you write you’re writing a procedure on how to do something. That’s a we already Adding a procedure on how to do a Facebook Live. Okay, so you can record all the steps that you are doing in order to start it. Take that link and put it into Sweet Process, you know, start Facebook Live, this is how you do it follow those steps. Yeah, so that’s huge. I mean, using videos is a time saver. So let’s say you want to explain a client or show a client, something that you’ve done. So instead of sitting there and writing the blog email, you can just take a video with a screenshot with everything and just send it to them via slack via email, whatever you’re using. So that’s great efficiency tool as well. And if

Jeremy Weisz

you look at it, like if you could see actually on my browser, the funny thing is, you could see the loom Google Chrome plugin there on my browser, and then the same thing as screencastify. You could have it literally as a Google Chrome plugin, you just click it, it’s right there, and just create a video very quickly.

Adi Klevit

Yeah. Do you use a lot of videos?

Jeremy Weisz

Yeah, totally.

Adi Klevit

Yeah, I use it all the time. I mean, I used to have the free version, which is only allows you five minutes, but very soon I am making videos that are longer than five minutes because I need to record more. And then they have a great editing tool where you can actually clip the video very easily.

Jeremy Weisz

Nice. So yeah, I love it. So the the Document Management Sweet Process using combination of screencastify or you use loom anything else as far as the document management,

Unknown Speaker

what document management is also, you know, I mean, Sweet Process basically is a document. It’s where you document your process and procedures documentation. Yeah, the document management is basically avoiding having multiple folders all over the place, like where do you put your, your different documents, right, so you have to be organized in order to do that. So that those would be tools like OneDrive, Dropbox, Google, Google Drive, but then have a plan. You know, just like if you had a filing cabinet and you just throw Pay paper there. Can you imagine that? I mean, think about this analogy, file cabinet with papers all over in in stacks of papers all over, right? Would you be able to find those papers? Now granted, we have searched tools so probably you could find some of those papers, right? But think about it be in terms of organization make a plan for that as well. How are you going to file things you know, it’s it’s really I really like nice neat file folder folders that have you know, label have a great labeler and I label it you know, when I used to use actual files, I mean I do have some files, but the majority of them now online right? So use the same system. I have a folder for clients and then I have all my clients there. And then I have a folder for internal so you can have finance, you can have HR you can have whatever you you have decides on the decide on the folder ahead of time, let everyone know what the system is. Let them know what is the system for naming, what’s the naming convention for your files. And then you can look at your files. And you can be you can see what’s there as opposed to just like bunch random, a bunch of random folder M. Documents writes or spreadsheets, you know, like you did this spreadsheet just to calculate something and you left it as book one and you never rename it. And now it’s sitting there we have book 1234. I mean, I’ve seen all the way up to 53. But what are those spreadsheets? I don’t know. Let’s open each one and figure out what they are. Right? What a waste of time, as opposed to doing it right the first time and having it organized.

Jeremy Weisz

So we talked about task management, email, document management, internal communication, talked about notes.

Adi Klevit

I love notes. What do you use notes to take notes?

Jeremy Weisz

You know, I’m scared to tell you, but no, I. Here’s what I mean when I’m on a call like this. Read literally write it on paper. All right. And then what I will do is, I just want to keep it somewhere. So I will take a picture of it and email it to myself.

Adi Klevit

Yeah. And I know, I mean, I use OneNote. And the nice thing about OneNote is that you can actually do take the picture, right? So I use, and you can use Evernote, whatever works for you. But what I like about OneNote they have really cool features. One of them is that on my phone, you know, because I have it on my phone and a computer. So you can go to OneNote app, open the notebook, because there can be different notebooks, electronic notebooks, right? So let’s say for instance, I have, let’s say when I’m talking to you, so I have a notebook on in this case, I have a notebook. It’s called productivity tools. So or let’s say, if I want to have whatever we have, let’s say you are a client. So we talked I took the notes, I would take a picture of it with my phone in OneNote. There is actually when you start writing the note there is the camera symbol there. Just take it, and it will take it and it will basically put it, put a picture right there on your page. Very, very efficient. And if I’m talking to a prospect, I will take a picture of my notes and I will take it, I will put it down in my CRM, you know, I will. One thing that I like about OneNote is that you can take a picture of something that you wrote from in in in a document or even a picture of a page. So if I’m reading a book, and I really like that paragraph, and I want to remember it, right. So instead of highlighting it, because I don’t like to highlight my books, so instead of highlighting it, I can take I can basically snap a picture, getting onto one note and then you can copy it to text so it’s actually will copy to actual text, so you don’t have to retype it there. And then when you search you can always find that sad word some In a book and there is a great quote about productivity, I can actually take it, copy to text and then highlight it so and I find that having a notebook with all with clients, then I can actually type, type the notes there. If I’m time, sometimes I type in doing a call or if I take notes on a paper, then I can take a picture and do that or I can scan it as well. So you can you

Jeremy Weisz

have an app for that this is an app on your phone and also a desktop app or,

Adi Klevit

yeah, no. Okay. And this one is free. If you have the mark. I don’t know, I think you have to have the Microsoft suite, but I think you it might be also free. I mean, I have it as part of my office 365 Mm hmm. Great, great tool. A lot of options. Again, you need to know it, but it’s not that hard. Yeah. By the way, if you like to cook, if you go to any place and you have a recipe, you can actually take a picture of the recipe, put it in there and there is a function where it actually will translate the recipe into a written recipe that you will take all the other pictures away, and you will just have that recipe there. So that’s also a great function there. I actually love that. Yeah.

Jeremy Weisz

Um, so that’s no taking anything else on that.

Adi Klevit

I think you’ll again, you’ll have to be organized, you have to figure out ahead of time to plan on how to do it, otherwise it becomes clutter very fast.

Jeremy Weisz

Um, I figured for the last like nine minutes, that we could do rapid fire, rapid fire all maybe apps, Chrome plugins, or desktop apps that you use the things the last one we didn’t talk about is the calendars and CRM. So I can go through that really quickly. But I want to go through like rapid fire of like, here’s all the tools you use and you like, maybe some we didn’t mention, like, I think we both use last. I use LastPass like this on any of these categories, but it’s kind of just tools we use To be more productive, so I figured maybe I don’t know what you use for calendars. I use Acuity scheduling in Google Calendar, use Calendly. And then CRMs. What do you what do you use for scheduling

Adi Klevit

I use Pipedrive

Jeremy Weisz

my job. I use Pipedrive as well. And I heard at one of the founders on on the podcast, they were 10,000 customers when I first interviewed them now they’re over 100,000 customers. Wow, when I like now, so yeah, I love Pipedrive as well.

Unknown Speaker

So know what we didn’t talk about. Tonight. We could go over the list but integrations and that’s what I like that’s another tool, like Slack, Asana and Pipedrive are all integrated for me with my calendar. You know, it’s kind of like you when you integrate it, then you create that automation, right? So let’s say you have on your CRM, you have your flow of customers, somebody signs up, then you say okay, well when they move from the stage of being, let’s say, negotiation stage into a closing stage, then it will also create a And after they close, it creates a board in Asana with all the details there. So I don’t have to go create it, but it’s all there. Right. So I think that having integrations between the different

Jeremy Weisz

integration fromPipedrive to Asana. Yeah. So once you drag if anyone’s use Pipedrive, it’s super simple and easy. You know, so you drag it to basically across the different columns or whatever, however you set up and that will automatically create something in Asana for you.

Adi Klevit

Yep. Exactly. Absolutely. And it also, you can also integrate it with slack. So every time there is a communication, remember when we said communicate about a client, don’t communicate in slack communicate in Asana, but you can communicate in Asana via Slack, but that’s a little bit of a higher level. Confused?

Jeremy Weisz

No, I get it. Yeah, basically, the bottom line with that is they all integrate. So there you can create automations you aren’t physically going into PipeDrive and Asana and Slack at all. You You can have certain things trigger something else. When you get get to that point, I guess you could say,

Adi Klevit

yeah, getting more minutes in a day. I mean, that’s the name of the game is how can you gain more minutes? Right?

Jeremy Weisz

Yeah. And in having the team you know, when you your team are using these tools they’re gaining more minutes as well.

Adi Klevit

Absolutely. Absolutely.

Jeremy Weisz

So let’s do rapid fire cuz I know we have six minutes, okay and anything I’ll start rapid fire and that will kind of spark your, whatever, whatever you’re thinking, but you know, I’ll just go I use slack. We use Typeform a lot.

Adi Klevit

We didn’t talk about that. Oh no, go ahead,

Jeremy Weisz

Typeform, Zapier, TextExpander which is like my ultimate favorite tool of all time if you actually want to, so you can look these up TextExpander.cmm It’s like my favorite thing to use on a daily basis if it went down. Adi you know, like, I would be frantic. Asana, Slack, LastPass PipeDrive which you mentioned, I also, I use Audible a lot just for, you know, reading and Marco Polo for communication just like quick video chats that’s efficient with with friends and even business colleagues. And then I have some help. And then we mentioned Loom I think I’m trying to look at see what I use we, my, I have Loom PipeDrive Webinar Jam, Awesome Screenshot and LastPass in my kind of in my Google Chrome plugin section there, and then I have some health apps that I use, I use Zero, I do intermittent fasting. So that tracks my intermittent fast I use the Aura Ring, which is for sleep, and I use Map My Walk just when I’m going on walks or runs or bikes just to map how much you know how many mileage in time and everything like that. So I’ll let you go

Adi Klevit

That’s incredible. I do intermittent fasting as well. I mean, I don’t have an app for it, but I love into

Jeremy Weisz

Zeros free in basically so easy to use. So you could track it tracks, like I used to 20 hour fasting on and eat within a four hour period. So it basically just tracks it for me.

Unknown Speaker

So we do the same. Okay, good. I love it. So I think you mentioned Yeah, okay, so I use also Calendly for scheduling. I love rev.com which is basically I can dictate, like, I can talk, it’s on my phone, I have the app, I let’s say I finish a meeting. I just dictate and then I get a transcript. It transcribes it and then I can put my notes into PipeDrive. So rev.com is another one. I use Google Forms you use Typeform. I mean, I like the form part of it. Mile IQ just to track the miles I’m not driving much now with the stay at home thing but before that, I was driving all over the place and my like you. We mentioned sweet process. Pro. I think those are the main ones that

Jeremy Weisz

any other Google Chrome plugins you use besides Screencastify

Unknown Speaker

a screencast. I’m looking my goal. I have the Calendly one so that’s very easy to my calendar. The OnenNote, Google extension is really good Chrome extension is really good as well because you can capture anything on the web and just put it as a note in the notebook. I have my LastPass here. What is this Traub? Yeah. Oh, Grammarly and I Grammarly because incorrect grammar right now that’s very good. Zoom. Of course, you know, it immediately goes into my Calendly and my that’s that’s a great extension. I think those are all my extensions here. Yeah.

Jeremy Weisz

Anything on your your apps on your phone that you use? recommend?

Unknown Speaker

We named them I mean, definitely the rev.com is awesome. And then the OneNote, that’s my favorite new one is that OneNote I use it all the time I my app on my phone, the Mile IQ, the Audible. I think we named him Asana.

Jeremy Weisz

Yeah, we covered a lot. Let’s talk about bring up your website so people can check it out and bizsuccessCG.com I’ll bring it up here. Um you have an amazing I was reading this morning just some amazing testimonials that I was reading like you know people like it’s the best thing ever did was hire her you know, almost immediately the best decision I ever made so tell people just maybe a little about but when someone you you get onboard you start with someone How does it work?

Adi Klevit

So depends on what they’re signed up for. You know, we do different things like we document the processes and procedures for companies. That’s where, you know, we use sweet process and we put basically we get all the training manual and and processes and procedures. So when we do that we onboard them and we start the process, which would be first of all identifying the entire mapping the entire flows in the company, the workflows in the company. And then from there we go into the documentation process. We also have businesses with implementing those efficiency tools. So let’s say you have a business and you want to use a task management, you want to use a sauna, you want to use Monday, you’re not sure how to build it, what’s the best way to do that? So we we help you do that. That’s what we do. We basically set up all those systems for you so you can just walk in there we train you as well. We have very good trainers. So we train you and your staff how to do that. And we make sure that your business is run smoothly. I mean, what we do is we basically bring order into business.

Jeremy Weisz

Exactly. Adi, thank you so much. It’s always a pleasure talking to you everyone. Check out bizsuccessCG.com and put your comments if you’re if you’re live or if you’re watching this on one of the podcasts. generals

Adi Klevit

Thank you Jeremy

Jeremy Weisz

Thanks