In a world largely moved online, how do you keep track of all information related to your accounts? And what if you need assistance from someone else, perhaps due to sudden illness? We have an easy-to-implement solution, Accounts, so keep reading for tips how to add a new layer of safety to running your business!
What Is Accounts?
Our digital product Accounts is what we call a reference tool in that you can skyrocket productivity by knowing where you log in online, when is the last time you changed the passwords, and a bunch of more information.
You “refer to” this information when necessary, but it is not a productivity tool (our other group of PDF products) to bring out daily.
Why Use Accounts?
Why use Accounts at all when you can just recover passwords via email? I had a major accident in 2019, ended up in hospital, and there was no password keeper to hand over to someone else. Most of Wemla products will arise from our own need and if we have use for it, chances are great that you do, too.
We haven’t talked yet here on the blog about having an exit strategy in a business, but what if the day comes when you want to close shop? Of course you can close the books and inform that the firm no longer exists, but if selling it to someone else is a possibility, don’t you think your chances of getting a good price would increase a lot if all paperwork is in order?
You don’t even have to think about closing, but if you need to bring people to the team, it is preferable to keep the admin part in neat order. A messy workspace, even when it is in the digital form, does not increase productivity in any way and simply does not ooze professionalism.
It may sound daunting to start using this password keeper, but the feeling is far less stressful compared to being ill and thinking about the stuff we had not done even when there was a chance. My personal experience was disappointment in myself for not having done enough risk management so that someone else could step in to help. You don’t have to feel the same if illness knocks you down for a week or two.
Tips How To Put It In Action
To make Accounts even more useful we have added an index page. On each accounts page you can fit several of them, and on top of the page there is a line for a context-related note.
To find stuff later it is beneficial to put “Like with like” as the saying goes in home organising. In the kitchen you spend little time searching for things if you know glasses are kept in one spot, utensils in another and pots in a third.
You could group accounts for example like this:
- Business website(s): login info for you, your blog editor account, accounts you had to create for others
- Social media: platforms in use
- Services, marketing: email, podcast, courses, videos
- Service, bureaucracy: bookkeeper’s cloud service
The more you can group them, the easier it will be to:
- Add more existing accounts to the collection once you recall them
- Update passwords from time to time: “Let’s do all social media today, then marketing services tomorrow!”
- Add new accounts to already existing groups
When contexts are clear, your index page(s) will look accordingly and you will find things with ease.
Using The Index Page
The Page column refers to the page number you entered on the Accounts page, in our example earlier 2, which got entered in the upper right corner on “Social Media” accounts page.
The No. column refers to numbers 1-8 on each Accounts page. Once you have data for even one account, go ahead and fill out the remaining 7.
Note that you might enter Page 5 after data for Page 2 next, if you choose to take contexts to a very high level with our product.
The circle in the upper right corner is for a chronological order of page numbers. In our example above, the page is number 4.
Before the actual entering of data begins, I warmly recommend you brainstorm for a while to figure out other similarities between accounts that there may be. The grouping of accounts is essential to get to most of this password keeper, and once you separate services you use such as cloud storage (Dropbox, HelloSign, Amazon Web Services) from accounting and tax, or email service providers (ConvertKit), you will not spend as much time on nonsense.
Putting it into practice with Index pages may be a bit daunting, but do write the headline on top and you can add data later too.
Where To Find It
You find Accounts here:
- Its own page:
- Each product has a page of its own, which you locate by clicking Resources in the navigation bar on top, then go to Productivity Tools or Reference Tools, and scroll through the product galleries.
- In the Shop:
As is the case with all of our digital products, sales are final, non-refundable. Please reach out with questions, either in the comments below or through our Contact page, prior to placing your order.
We would love to see how you use our products (without sensitive data on display!), so post a photo on our hashtag #WemlaProducts and we will give a shoutout.
Questions? Other thoughts? Use the comment section below!