Information
Information

About This Doc

I built this doc to be my small business hub - a single source of knowledge for all things business related, and this is the first step.

After launching my freelance service provider business a few months ago, I quickly realized that there are a ton of powerful apps out there that do what I want, but none of them were truly all-inclusive, and are often too rigid for how I really want them to function. I get easily distracted, and switching between a ton of tabs or windows just to manage clients, projects, and tasks was becoming overwhelming.

If you’re like me, I hope this doc helps you manage your business and quash the overwhelm of too many apps, tabs, and windows.

I intentionally used only a few tables to keep things as simple as possible but still have some powerful automations. I hope that by limiting the number of tables, it also means that I can later draw out information easily and make portals for each individual client to view the progress of the project(s) I do for them.

If you have questions about this doc or suggestions for it, please email me at

hi@erinbunge.com⁠

. Thanks again for trying out my doc! 😊

How to Use This Doc

There are 3 sections of this doc:

Clients⁠

Tasks⁠

, and

Events⁠

. I’ve intentionally kept the tables to a minimum because eventually I will build out client portal docs using Cross-Doc. Here are the steps to use this doc:

1. Play around on this doc - don’t worry, changes aren’t saved.

2. To make changes that will save, first you need to
Copy this doc
⁠
to your Coda account.

3. Now you can decide to play around with the simulated data, or you can
delete everything using the section below⁠
and start entering your own data!

4. First, fill out this form to
Add My Company Info
⁠
. This will change the business information that is referenced in some formulas around the doc.

5. In
Date Controls⁠
, choose your day of the week start (Monday is default).

6. To customize the rest of the document for your business needs, you can edit the
Templates⁠
,
DB Client Status⁠
,
DB Event Type⁠
, and
DB Rates⁠
databases. You may need to then update some formulas with your new information.

7. When you’re ready to add your own
Clients⁠
info,
Add a Client
⁠
. One task and one event will automatically be added to the
Tasks⁠
and
Events⁠
tables. You can also
Add a Task
⁠
or
Add an Event
⁠
separately to the client as well.

8. From there, edit the information specific to your client.

9. Have fun, make it useful for you, and if you have questions, don’t hesitate to email me at
hi@erinbunge.com⁠
.

Thanks

Many thanks to the Coda Community, especially Maria Marquis for leading the Bootcamp, and Scott Weir for his YouTube videos that gave me a ton of great inspiration and info. I’m blown away by how amazing everyone has been to share knowledge and give of their time to help.

⁠