top of page
Writer's pictureSkyler Talley

Properly Organizing Your Data


Learn how to properly organize your information across platforms
Organizing Your Data

Properly organizing information across different platforms is crucial for business efficiency and productivity. This guide will break down each step and describe every action needed to manage ad accounts, receipts, emails, banking information, payment accounts, and CRM integration.


Structuring Your Ad Accounts

1. LinkedIn Ads:

  • Campaign Groups: Create Campaign Groups based on overarching goals.

  • Action: In LinkedIn Campaign Manager, click "Create campaign group" and name it according to the goal, such as “Brand Awareness 2024”.

  • Purpose: This helps in segregating campaigns by objectives, making tracking easier.

  • Campaigns: Within each group, create campaigns targeting specific demographics or using different ad formats.

  • Action: Select the created Campaign Group, click "Create campaign", choose the objective (e.g., website visits), set the budget, and define the target audience.

  • Purpose: Targeted campaigns ensure that specific demographics receive tailored messages.

  • Ads: Structure individual ads within these campaigns.

  • Action: Under the campaign, click "Create new ad", upload your creative, write the ad copy, and set the call-to-action.

  • Naming: Name each ad descriptively, e.g., “Tech Industry Ad - January 2024”.

  • Purpose: Clear naming helps in identifying and analyzing the performance of each ad.


2. Facebook and Meta Ads:

  • Business Manager Setup: Manage ad accounts, pages, and teams centrally.

  • Action: Go to Facebook Business Manager, click "Business Settings", and add your ad accounts, pages, and people.

  • Purpose: Centralized management facilitates better control and coordination.

  • Campaign Structure: Follow the hierarchy of Campaigns (objectives), Ad Sets (audiences and budgets), and Ads (creatives).

  • Action: Click "Create" in Ads Manager, select the campaign objective (e.g., traffic), create ad sets with specific target audiences and budgets, and design ads with creative content.

  • Purpose: Structured hierarchy aids in targeted marketing and performance analysis.

  • Naming Conventions: Use consistent naming conventions.

  • Action: Name campaigns, ad sets, and ads with clear, descriptive titles like “Q1Sales_YoungAdults_VideoAd”.

  • Purpose: Consistency in naming makes it easier to manage and report on different components.


3. Google Ads:

  • Account Organization: Create campaigns for specific marketing goals.

  • Action: In Google Ads, click "Campaigns", then "New campaign", choose your goal (e.g., sales), select the campaign type, and set up ad groups within this campaign.

  • Purpose: Segmentation by goals allows for focused marketing efforts.

  • Keyword Grouping: Group related keywords in each ad group.

  • Action: Within an ad group, click "Keywords", then "Add keywords", and enter related keywords.

  • Purpose: Relevant keyword grouping ensures ads are shown to the right audience, improving ad relevance and performance.

  • Ad Copy and Extensions: Write targeted ad copy and use ad extensions.

  • Action: Create ads by writing compelling headlines and descriptions, and add extensions like site links, callouts, or structured snippets.

  • Purpose: Extensions provide additional information and increase ad visibility and click-through rates.


Saving Receipts and Organizing Emails

1. Saving Receipts:

  • Digital Storage Solutions: Use cloud storage for digital copies.

  • Action: Scan receipts using a scanner or mobile app, save them to Google Drive, Dropbox, or Evernote, and organize them into folders like “Office Supplies”, “Travel”, and “Utilities”.

  • Purpose: Cloud storage provides easy access and backup for receipts.

  • Receipt Management Apps: Use apps like Expensify or Shoeboxed.

  • Action: Open the app, take a picture of the receipt, categorize it (e.g., meals, travel), and save it.

  • Purpose: Apps automate receipt management, making it easier to track and organize expenses.


2. Organizing Emails:

  • Folder Structure: Develop a detailed folder structure.

  • Action: In your email client, create top-level folders like “Projects”, “Clients”, “Finance”, and subfolders within each category.

  • Example: Under “Clients”, create subfolders for each client.

  • Purpose: Structured folders help in quickly finding and managing emails.

  • Labels and Tags: Utilize labels or tags.

  • Action: Apply labels such as “Urgent”, “Follow-Up”, “Invoice” to relevant emails.

  • Purpose: Labels help prioritize and categorize emails for better workflow management.

  • Rules and Filters: Create automated rules to sort incoming emails.

  • Action: Set up rules to automatically move emails from specific senders into designated folders.

  • Example: Emails from a particular client can be filtered into their specific folder.

  • Purpose: Automated sorting keeps your inbox organized and manageable.


Managing Banking Information and Payment Accounts

1. Organizing Banking Information:

  • Separate Accounts: Use different bank accounts for various business functions.

  • Action: Open separate accounts for operational expenses, savings, and payroll.

  • Purpose: Segregating accounts helps in better financial tracking and budgeting.

  • Monthly Reconciliation: Reconcile bank statements with accounting software.

  • Action: At the end of each month, download bank statements and cross-check transactions with your accounting records in QuickBooks or Xero.

  • Purpose: Regular reconciliation ensures accuracy and helps identify discrepancies early.


2. Payment Accounts:

  • Centralized Dashboard: Use platforms like PayPal or Stripe for payment management.

  • Action: Link all sales channels to a single PayPal or Stripe account to track all transactions from one dashboard.

  • Purpose: Centralized management simplifies financial tracking and reporting.

  • Automated Invoicing: Use tools like FreshBooks or Zoho Invoice for invoicing.

  • Action: Set up recurring invoices for regular clients and automate the sending process.

  • Purpose: Automation ensures timely invoicing and payment collection.


Connecting Your CRM

1. CRM Integration:

  • Unified Database: Use CRM systems like Salesforce, HubSpot, or Zoho CRM.

  • Action: Import customer data, ensure all interactions (emails, calls, meetings) are logged, and maintain a centralized database.

  • Purpose: A unified database provides a comprehensive view of customer interactions.

  • Automation: Automate repetitive tasks.

  • Action: Set up automation for tasks like follow-up emails, data entry, and customer segmentation.

  • Example: Use workflow automation in Salesforce to send follow-up emails after a client meeting.

  • Purpose: Automation saves time and ensures consistency in customer engagement.

  • Analytics and Reporting: Leverage CRM analytics for insights.

  • Action: Use built-in CRM tools to create dashboards and reports tracking key metrics like lead conversion rates and sales performance.

  • Purpose: Data-driven insights help refine strategies and improve business outcomes.


Organizing information across various platforms is essential for streamlined operations and enhanced productivity. By following these detailed steps for structuring ad accounts, saving receipts, organizing emails, managing banking information, and integrating CRM systems, you can transform your small business into a well-organized, financially robust entity.


2 views0 comments

Comentários


bottom of page