249: My Top Five Tools for Staying Organized In My Business


This week, I’m answering a question I get asked often: What are my top tools for getting things done effectively and efficiently? I’m getting really practical in this episode and sharing the tools I use and the purpose they serve in my business.


I’ll talk about:

  • How to capture thoughts and to-dos in both written and digital formats, and how these can work together
  • My task management software that helps me keep track of projects and action steps
  • Why we use both Google Drive and Dropbox, and how we decide where to store things
  • A community-building platform that connects our people and is a hub for our resources


When it comes to doing work that matters, sometimes we need to step back and establish systems and processes that help us get things done. I hope this episode gives you some tools to help you get organized so you can do your work well.


Mentioned In This Episode (affiliate links):

Nozbe Task Management Software

Circle Platform


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About Teresa McCloy:

Teresa McCloy is the creator of the REALIFE Process® and an ACC Certified Leadership & Life Coach through the International Coaching Federation. She partners with her clients as a coach, consultant, and professional speaker to discover how to do what matters in their life and business. Teresa is the author of Do What Matters: Live from Rest, Not Rush, Using the REALIFE Process®.

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