The trail of broken promises is paved with the bricks of best intentions

So you know how you suck at being organized?

There are people out there that are perfectly organized in every way. They know where everything is, they can find it in a split second and you probably feel like they spend every moment of their time organizing their junk.

Personally, I like to stack my junk. Then pile it. Then push it around and every now and then toss it into a box to move somewhere where it can be less unsightly. I call that activity cleaning.

I designed Shockey Monkey for people like myself.

Helpdesks, PSAs, CRMs and SharePoint portals probably have a higher failure than success rate. Why? Because people spend more time trying to plan organization and processes that the first time something falls out of the process they fall back to what is more convenient – and completely untrackable.

We didn’t want Shockey Monkey to be SharePoint.

As a matter of fact, that was the design cornerstone.

You don’t have to plan onboarding yourself for months. Or weeks. Or days.

You don’t even need to spend the time talking to us. We actually designed Shockey Monkey so that it would be quicker to do stuff on your own than to call us and do the same.

Check out this 10 minute getting started guide to Shockey Monkey.

It will take you less than 10 minutes.

Step 1: Setup portal settings. Step 2: Add portal address to your email signature. Step 3: Add your largest client company & contacts. Step 4: Upload your logo. Step 5: Customize the postcard and mail it out or hand deliver it.

The first four steps take less than 5 minutes.

And that’s all I ask.

For the love of god, do not try to figure out every status, every email template, every setting and every little nook of the system.

Baby steps.

Just start tracking your activities.

Start tracking your time.

Then start posting it to an invoice.

Then add other clients and start sending invoices to Quickbooks.

The more of the system you use, the more efficient you will become.

But don’t do it ackbasswards and try to build this huge process flowchart that you will never implement. All that activity serves to do is scare you with your inefficiencies and take time away from actually tracking what you do.

Start small. Build up. You can’t fail at that. Hey, it’s free get on it!