7 Simple Tools That Build a Strong Small Business Foundation

It's mid-January, and you may already be struggling to keep your New Year's resolutions. It's pretty common, and I feel the tug backwards too. Staying motivated just isn't easy when it's 20 degrees outside, am I right? But one of the best ways I've found for keeping myself focused and moving forward is to stay immersed in a subject, rather than it being a one-time lesson.

So, for the final weeks of January, I wanted to talk about "small business resolutions" that we should make and keep this year. These are things you may or may not have already thought about, but I believe they are key to a thriving nonprofit or social enterprise.

First up, I want to talk about seven simple tools that build a strong small business foundation. Think of this as putting your best, professional foot forward. You may consider the items below to be the next progression of your organization, or you may even just think of them as resetting to zero because they've been on your list for a long time, and you just haven't made the effort yet. Either way, they'll not only up your game, but they'll also improve people's perceptions of your organization, which, let's face it, is important whether we want it to be or not.

The Contract Shop

Many of us spend thousands of dollars ensuring that we have a beautiful, functional website, but after it's live, we do little to protect it and our business. Enter The Contract Shop. An ingenious way to make legal contracts easy and handy from my friend and mentor, Christina, you can stop by the shop and purchase a terms and conditions template for your website site in a jiffy.

When I launched my site, I knew that I needed to include all the legalese, but had no idea how to write it or what it needed to say. However, once I purchased this template, I had the terms, conditions, and privacy policy online in about 15 minutes! I've heard terrible stories about people's website design and content getting ripped off, and even saw it happen once to a client. This is an simple way to protect your uniqueness, and gives you legal standing, should you ever need it.

While there, you can also grab an independent contractor template, the conference speaker template, or nondisclosure template, if needed.

HelloSign

Along the same lines, I use HelloSign to send contracts via email. There's nothing worse that scanning Word doc pages back and forth, is there? And do you ever skimp and send just the signature page rather than the whole doc, meaning it could really be the last page to just about anything? This is where HelloSign comes in handy.

For those of us who may only need something like this now and again, you can even get three, free uses per month. Regardless, HelloSign makes it super quick to upload or create docs, mark them for signatures, and send. It keeps the entire document together, gives you status updates, and best of all, makes electronic signatures legal. And bonus, you look like a pro and someone to be taken seriously.

G Suite

If you're running a professional organization, I beg you to use a branded email. This means, avoiding "generic" emails like Gmail, Yahoo, or something similar. Those kinds of things can cut it when you're only speaking to friends and family, but if you really plan on increasing your reach, and especially taking sales or donations, this just doesn't look good. 

Would you rather give a large donation or make a large purchase to company@gmail.com or customerservice@company.com? With all the data breach issues we've had over the last couple of years, my money is only going to places that I can verify, and I don't think I'm alone in that mindset.

G Suite is a simple and reasonably-priced way to brand your emails. My email technically flows through Gmail, but my URL is in the address, making everything look way more legit. Plus, there are a lot of other benefits that come with G Suite, like Google Drive, which makes storing and sending large files less complicated.

Freshbooks

Need to send invoices? Freshbooks is way to go because it's incredibly simple to use. In fact, it's so easy to use that sometimes I double-check it, thinking I missed one of the steps. Nope! 

I used to create invoices in Word or Excel and they didn't look all that great, took some time to edit, and I didn't like the way they were organized. I don't have that problem anymore! 

And I haven't really started utilizing it yet, but Freshbooks also has a time-tracking feature that I want to take advantage of this year. You can even store receipts in Freshbooks as well. 

Note that this isn't a full accounting suite, but it does the job for me.

MailChimp

To be completely honest, I have a mixed relationship with MailChimp. I have used them for years at previous jobs, and currently use them for Signify's email marketing, but that likely won't always be the case. However, for the vast majority of my clients at nonprofits and social enterprises, MailChimp does a good job. If you have pretty simple email marketing needs, and just need to send regular e-blasts, you'll do just fine with them.

I bring this up, though, because I've recently seen a couple organizations that still use Constant Contact, which frankly, I'm surprised is still in business. Their templates and blasts look years behind those sent by MailChimp and it's competitors. And, again, whether you like or not, looks matter. The content and design both speak to where your company ranks in people's minds, even without them realizing it.

Like I said, if you have pretty straight-forward email marketing needs, MailChimp can do the job. And another one of the reasons so many people use them is the affordable pricing. It's even free if you have under 2,000 subscribers, so there's little excuse. Of course, at this point, I'll remind you that you have to actually send emails to your database. But we'll leave that bigger rant till later in this series . . . 

Canva

Gone are the days when social media was new and we could just post some simple text online and call it a day. Photo, and especially video, are trends that aren't going anywhere. You need to get people to see what you're doing online, and graphics are one way to say, "Hey! Look at me!" And Canva can help.

Canva is another one of those genius ideas that I wouldn't have a clue how to build, but wish was my idea. It gives anyone the ability to create professional-looking graphics. And they're perfectly sized to wherever you need to post them! It's a free tool that you need to get on board with, if you haven't already. For those of us who don't have a designer on staff, or can't afford to pay someone for our regular, graphic needs, Canva is a lifesaver. 

Moo

Part of your business strategy likely includes networking events. And whether you're attending a three-day conference or a two-hour seminar, you need to show up with business cards—unless you don't want to talk to anyone, tell anyone about your organization, or have anyone follow-up with you about how they can support you. Umm, those criteria probably do not fit, correct? (Hope not!)

I attend a lot of conferences and events, and am always surprised when people say they'd like to get my info, or give me theirs, but they don't have business cards. Sure, we need them less and less in today's world, but guess what—we still need them sometimes! 

Moo is where I got my business cards, and I love them. They look (and feel) great, and because I originally needed them for a last-minute work trip, I also received them in just a couple of days. You don't have to order many, but I would suggest always having a few on hand.

And depending on your needs, you'll also find letterhead, greeting cards, stickers, and more on their site. I'm actually thinking of ordering some greeting cards with Signify's logo on them to use as thank you cards. 

As you can see, building a strong small business foundation includes a lot of different things. Sometimes you have to think in terms of legal compliance, and sometimes you just need to get with the times. Either way, I hope these seven simple tools help you.

What would you add?

Read the other posts in this series:

• How to Gain Authority and Trust at Your Organization

• How to Woo Your Fans and Supporters

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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4 Marketing Mistakes I Made in My First 18 Months

The close of 2017 means that I've been in business for 18 months now. Whew—what a ride! Some days it feels like an eternity, and other days it feels like I just opened my shop. And I still get asked a lot what it's like to be an entrepreneur, or generally, "How's business?" My answer is always that it depends on the date and time that you ask me because it's an emotional rollercoaster! There are moments when I think I'm killing it, and moments when I wonder what the heck I'm doing. And I've been told by others that those feelings just sort of stick with you. Great . . . 

But as I'm reaching the end of my first full year with Signify, I wanted to share some of the marketing mistakes I've made and lessons I've learned so that, no matter what stage your nonprofit or social enterprise is in, you can learn from them.

The vast majority of my clients have very little training in marketing, so these are the things I'd want to share with them if we were sitting down over coffee. 

My guess is that none of them will truly surprise you. They wouldn't have surprised me. And, in fact, I already knew to avoid them, and maybe you do too. But sometimes we just need to hear them at the right time. I hope this is your right time.

Marketing Mistake #1: Not starting my email list soon enough 

I'd been warned. I'd been warned multiple times in multiple places and from multiple people, and I waited anyway.

Something you should know about me: I'm a perfectionist. I'm also a cultivator, which is a pretty word for the fact that I become obsessive about research so I can learn #allthethings before making a decision. I'm not prone to inaction, but I wanted to figure out all the ways something can be done, and then take bits and pieces to form my own process. I actually like that I behave this way, but as you can guess, it's time-consuming.

I didn't launch my online presence for Signify until seven months after I started my business. I wasn't in a hurry, and I had projects to work on in those early months, so it wasn't a big deal. However, I should have started my email list well before I had a website to show off.

I've been freelancing since 2003 without a website. I've always relied on relationships and word-of-mouth referrals, and most of the time, I had a full-time job anyway, so it was just extra money. I've also had different types of jobs, and even volunteered in different places, too. So, I had contacts from lots of different industries and organizations.

And what I should have done is begin emailing all of those people individually and consistently along the way telling them what was coming, and asking if they'd like to be on my email list.

But I didn't.

I was busy with other things, and thought I'd make time for it later. However, I was so overwhelmed by all of the launch work for my website and social profiles that I took shortcuts when it was "time" to build my email list. I just didn't want to ask people to be on a list for something they couldn't actually see online. #fail 

I'm sure what I'm saying makes sense to you on both sides of the coin. But the result of waiting was that my list growth has been slow, and I'm still waiting to do some of those individualized and customized things I put off for later. Ugh. Can't I buy more time on Amazon yet???

So, the advice I'd give you is to always be focused on building your email list. Social media algorithms change, but landing directly in someone's inbox is prime real estate. When you have something to say, this helps ensure it's heard. 

(Of course, I shouldn't have to tell you, but I will: you also have to talk to your list. Find a consistency that works for you and reach out. Those people have agreed to be on your list, so don't squander that opportunity. There's always something to say.)

Marketing Mistake #2: Too many social profiles too soon

I'd never call myself a social media expert, but I have a pretty darn good handle on it. I know the what, when, why, and how of social media. But it sure eats up a lot of time!

I knew I should be on Facebook because that's where my audience is primarily. And I wanted to be on Twitter (because I like it). I also knew I wanted a Facebook Group to share resources more frequently, and help connect people to each other. So, those three profiles.

Plus, I use my own Instagram account. And I thought I should revive my LinkedIn now that I'm a business owner.

Then, in the spring, people kept telling me how great Pinterest was for business, so I bought a course, and hopped on there too.

Are you following all of this?

Some days I have trouble following it myself. Six accounts. And you can name a few others that I have chosen not to be on.

All-in-all, updating these guys takes a couple of hours minimum per week. Scheduling doesn't take that long since I know what I'm doing, but it's social media, and you should also be, well, social. A couple of hours may not sound like a lot until you find yourself needing more hours to get things done (like pretty much all of us).

Let's also state that I'm a solopreneur in a new business. Those are two other kinks to work out.

What I should've done is start with Facebook, and maybe add in a new profile every couple of months when I've found my rhythm and best practices. (PS: You don't have to add new profiles.)

But what I have done is get some help so I can focus more on tasks that can only be done by me, and/or that are more revenue-focused. The first way I did this was to invest in a social media scheduling tool, so that I'm posting multiple times per day on auto-pilot. Then I can jump in personally as I'm able to add more value and personality.

The other thing I did was ask my friend Jen, who is a social media manager, to do some freelance work for me. She is actually the one who got me set up with SmarterQueue, and has also been helping me determine a better strategy as well as dealing with some of the other little tasks I haven't had time for right now.

Unfortunately, I can't hire a social media manager permanently at this time. Maybe some day. But in this busy season, it has been a dream to have the extra help, and well worth the money. And now I know better what to do when she's not around. Even on a tighter budget, consider getting some help in busy seasons so you can focus on more important tasks, projects, and initiatives. (These are some of the same reasons that people hire me, so it makes perfect sense!)

Marketing Mistake #3: Postponing Content Creation for My Launch

I love launches. That's one reason they are my signature service. They're fun and exciting, and there's so much to show off. They're like the first flurries of winter.

So, like anyone would be, I was excited about my own online launch. But, they're also a lot of work, aren't they? I had to write emails, blog posts, social media posts, website content, and on and on and on.

And just like building my email list, I waited until my launch was right around the corner to really start doing anything about it. Why? I had other projects to work on. From the moment I said I was ready to take on clients, I had clients. So, I started prioritizing paying work over something that was months away. And after all, I wasn't paying myself to create content for Signify. 

So, it just kept getting bumped back. I started working with my website and branding designers in November, so that got things moving a little. But the launch was February 1, so January was when everything went into overdrive. And I was exhausted by the time I launched! Plus, now I had to learn to create content for Signify while working with paying clients. That's definitely something I should've eased into.

The moral of the story? Start working on your plan and productivity. Use a planner or free software like Asana (I love it!) to set deadlines and keep you on track so that when you do find 15 spare minutes, you can check something else off your list. 

There are so many facets to content creation, and you can use little bits of time here and there to move projects along. Small momentum is still momentum. Plus, you might actually get a good night's sleep during the launch.

Marketing Mistake #4: Not enough focus

While I do manage to get a decent amount of things done, I'm no where as productive as I'd like to be. I definitely have days where I look back and wonder what I've accomplished, or have spent a full day watching TEDTalks or webinars, or sorting through email. It happens to the best of us, and I'll probably never shake it completely.

But one of my main goals for 2018 is to figure out a better way to focus, and figure out what I need to be focusing on at any one time. Let me explain.

There are two things any business owner will tell you to do: make money and expand your reach. So, I have clients to pay my bills, but because I work mostly on projects, I have to continually acquire new project work. Well, I also need to expand my reach to find new clients so that I can continue to make money. Kind of a chicken and egg scenario.

There are also a million strategies to take on either route. So, when I have consistent income coming in, I'll work on expanding my reach. But then the pendulum swings, and I need to shift efforts. So, it's constantly going from one to another, and then trying one of the millions of strategies as well. 

This example may look similar for you, or not. But if not, you can probably fill in the blanks pretty easily. The point is that I'm guessing you, like me, switch up your efforts a lot. And I don't think is helping either of us.

I jump into everything with two feet, but I constantly act like I have 40 pairs of feet to jump in a bunch of different strategies with. This isn't good, and honestly, this is what I've been struggling with the most as this year comes to a close. 

But what I'll tell you, and what I'm telling myself, is that the only way to make significant, lasting progress is through focus. This may come as the result of a change in strategy, or getting help, or cutting things out of your schedule or life. For me, it's meant a combination, and I still have a lot of work to do.

However, I do recognize the problem. And I am making the effort to fix it. I know it will be a process, but I'm on the path.

So, as we come to the end of December, and start peaking into January, what does regaining focus look like for you? Where can you change your strategy, get help, or cut back? These are the things that will lead to growth. 

It may seem counter-intuitive, but the easiest thing to do (and the thing most of us do), is to add. If we can see that something isn't working, or not working fast enough, we try something else. But we don't stop Strategy A, we just try sticking Strategy B on top of it. This won't work. We know instinctively, and through trail-and-error, that it won't work. It's time to do something different. I am, and I hope you will too.

One final note: Besides the lessons themselves, the other big takeaway is that even marketers make plenty of marketing mistakes. This should cheer you up! We're all just out here learning, and trying to share what we know. Take heart. Learn from my mistakes. And I hope and pray that next year is your best yet.

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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The Key to Maximizing Your Year-End Fundraising Efforts

Today's guest post comes from Cindy Wagman, President of The Good Partnership, which is on a mission to make great fundraising achievable for small nonprofits. Since we are entering prime fundraising season, I wanted Cindy's perspective on how to make the most of year-end efforts. And she's got some great advice for you!

Oh, hi!

If you’re like most of my clients, you’re the Executive Director for a small nonprofit and you’re juggling a million balls, trying to keep up with the increased holiday workload. On top of that, you need to take advantage of year-end fundraising. You’ve probably seen the infographics on Pinterest that show how much money comes in through donations to charities at year-end. Feel like you’re missing out, or behind the 8-ball?

Take a deep breath and grab a coffee or tea, and I’ll give you a few pointers on how to focus your year-end fundraising to maximize results with the least amount of effort.

 

Campaign vs. Appeal

First thing’s first. You need to think of year-end fundraising as a campaign, or mini campaign. It’s not just one direct mail package or one email asking for support. It’s also not a bunch of random asks that don’t have anything to do with each other. A campaign is cohesive and multi-channel, multi-touch. But, that doesn’t mean overwhelm. In fact, a campaign can help eliminate some of the overwhelm because it gives you a clear plan with a lot of messages that can be repeated, over and over.

At minimum, I want you to do a three-part email series with an ask in EACH one, some social media posts and, if you do traditional direct mail, at least one letter. If someone makes a donation, you can remove them from the subsequent communications.

Your Theme

Now that you have an outline of what you’re sending, you need to know what messaging to include. Pick one theme for your campaign and then have that theme run throughout all of your materials. Build on the story through your emails and social media posts, and keep in mind that it takes someone 8-10 times of seeing the SAME message to really internalize it. Don’t worry about repetition. Seriously, don’t worry about repetition.

 

Your Writing

So, there are some best practices when it comes to fundraising writing. Effective fundraising writing is not necessarily “good writing” and usually isn’t what we personally “like." But it works. It should be casual and friendly, with a specific and personal call to action. I’ve actually written a whole blog about just that, which you can read here.

 

Your Thank You

Your thank you is as important (or more important) than your ask.

Your campaign doesn’t end with a gift. In fact, what you send after someone donates is as important or more important than what you send in asking for it.

Create a thank you letter that directly reflects the ask. It should build on the same story as the rest of your campaign and give donors a sense of meaning for their contribution.

Also write a thank you call “script” (something short, sweet, and informal) and have your staff or board call to thank donors when they give.

Somewhere between three and six months after your campaign, create a short but meaningful donor update building on the same messaging as your campaign, to let your donors know what progress you’ve made thanks to their support.

 

Focus

It may seem like this is a lot to do, but if you focus it on one campaign with consistent messaging (and understanding that people need to see repeat messages for it to sink in), you can actually minimize your work and maximize your impact.

Here’s a quick checklist for your year-end campaign:

• One theme/story to use throughout your campaign

• 1 letter (if you usually do letters), 3 emails, and a handful of social media to support the campaign

• A thank you letter and phone call script

• A 3-6 month update

You’ve got this! One final tip is to turn off your cell phone and notifications, sit down for a couple hours, and get this all written and drafted in one sitting. Batching work can often save many hours of switching back and forth.

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Cindy Wagman is President of The Good Partnership, which wants to make great fundraising achievable for small nonprofits. She loves fundraising because she gets to see the most generous side of people, and helps match their passions with real action.

After 15 years as an in-house fundraiser, she left her 9 to 5 and created The Good Partnership to help the organizations that were closest to her heart. These were organizations that were driving change, and aligned with her priorities for her community, our society, and the world. She wants to help you be your authentic fundraiser and lead the change you want to see in the world.

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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Ask the Experts: Podcasting Trends and Strategies

Each month, I invite guest contributors to speak about timely, relevant, and sought-after topics that are important for cause-focused organizations like yours to be aware of as you grow. For November, I've invited my friend, Sarah Bragg of the Surviving Sarah podcast, to tell us all about the how, why, trends, and strategies of podcasting. I know a lot of you listen to podcasts, and maybe even wonder if you should start one. Here's what Sarah has to say.

Q. What are the latest trends in podcasting?

A. Five years ago, many of us couldn’t name a podcast, or maybe we didn’t even know what a podcast was. And now, 350 new podcasts start every day. There are currently over 250,000 unique podcasts on iTunes and 42 million Americans listen to a podcast each week. That last number represents 15% of the population and, for comparison sake, only 3% of the population goes to the movies each week.

As content consumers, we are hungry to find ways to consume content in a faster way, and podcasts resolve that tension for us. We no longer have to sit in front of a screen to read or even watch something. We can now consume content while exercising, running errands, folding laundry, or hiding in the closet from our kids.

As you can see from these stats, podcast consumption is a steady growth of opportunity to reach and influence your audience.

Q. What is the biggest mistake you see people making in regards to podcasting?

A. I think that one of the biggest mistakes I see people make in the podcast industry is jumping in without ever clarifying the "why." They fail to ask some important questions in the beginning. Is this just a hobby or will you treat it like a job (even if it doesn’t pay yet)? Either answer is fine, but it defines your approach. What is your purpose in starting the show? What do you want the audience to receive as a result of listening to the show? Many people fail to sit down and think through the nature of their show. Without clarifying those answers, some shows trail off after some time because even though hosting a show can be convenient, it is also time consuming.

Knowing the answers to those questions pushes me to create content in certain ways. It helps me think through why I do what I do; what kind of ads I’ll allow on the show; and encourages me when comparison wants to steal my joy.

 

Q. What is your best piece of advice to people thinking of starting a podcast?

A. One of my favorite podcasts is Off Camera with Sam Jones. Each week, Sam sits down with a different celebrity to hear their story of how they started and how they came to where they are now. And one of my favorite episodes is his interview with Will Ferrell. At some point in the interview Will said, “Forgetting to have fun is the first step towards disaster.” That was it for me. Podcasting is meant to be fun, encouraging, and entertaining. It’s an easy platform to literally speak into someone’s life. And yes, we need to clarify why we do it, but we also need to remember to have fun. I’ve been podcasting for two years now. I don’t get a full-time salary, but I still have fun each time I sit down to have a conversation around my table.

 

Q. What is one thing readers can take action on this week?

A. No matter which end of the spectrum you are on, decide this week to investigate some podcasts. As leaders, innovators, and people who care deeply for others, podcasts are great for you personally. There are many shows out there that can encourage you through their stories of starting social enterprises or nonprofits, or of working to make a difference in the world. Allow their stories to inspire what you do.

And podcasts can also be a piece of your marketing puzzle. Maybe you can speak into a certain niche, so starting a show might be beneficial. Or maybe advertising on certain show would help get your business in the ears of new listeners. Or maybe you could be a guest on a show in order to promote what you are doing. The possibilities are endless.

 

Q. Anything else we should keep in mind?

A. If you are thinking about starting a podcast, my friend Jacey Verdichio created an excellent resource to walk you through everything you need to know from clarifying your why to launching in iTunes.

Terrific information. Thanks, Sarah!

And if you're in need of a few more convincing stats on podcasts, check out this infographic. It's pretty compelling!

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Sarah Bragg launched a successful podcast, Surviving Sarah, in 2015 where she invites guests to join her around her kitchen table to talk about surviving life so that women will be inspired, informed, encouraged and entertained. 

In addition to that, she is an author, speaker and content director for Orange. She and her family reside in Marietta, GA.

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PIN THIS POST FOR LATER:

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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