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Audiobook Business Planner

How to use this doc

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CRM

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How to use this doc

Hi, I'm Maria! When I'm not at Coda, I run a consulting practice and narrate audiobooks.

⁠

⁠

I was finding it hard to manage projects, invoices, and schedules so I made this doc. The best part? Just one click sets up the entire work flow you'll need. Here's how it works:

1️⃣Set up

Add your project types to the

Project Types⁠

section

Include any standard steps those projects have in the

Templates⁠

section

Add any new sections under the

Projects⁠

folder based on your Project Types

Add a

view⁠

for the project type

⁠

Filter⁠

that view based on the project type (e.g. Audiobooks)

Add your revenue goals for each month in the

Revenue Goals⁠

section

2️⃣ Creating a new project

Add your new opportunities to the

Opportunities⁠

table

Once you mark an opportunity as "Won," Coda will take care of the rest using a handy

automation⁠

⁠

Coda will add the won opportunity as a Project in your

Project Dashboard⁠

⁠

Coda will automatically create the standard tasks from your

Project Template Generator⁠

⁠

You'll then see the project and all it's tasks in the appropriate project section

Feel free to add any tasks in the project view

You can also see everything in the

All Tasks⁠

section

3️⃣Logging income and expenses

Once you send an invoice, click the button in the

Income⁠

tab to log the invoice. Coda will automatically show you any overdue invoices in the

Overdue Invoices⁠

table in the

Sales Dashboard⁠

⁠

Once you have an expense, click the button in the

Expenses⁠

section

Feel free to upload an image of the receipt in the Receipt column

4️⃣ Using the Dashboard

Use the

This Week⁠

section to see all tasks due that week and any overdue tasks that need your attention

Use the

Sales Dashboard⁠

to see your progress toward revenue goals and revenue distribution

Use the

Project Dashboard⁠

to get a high level view of your progress

5️⃣ Audiobook production space

This space allows you to organize character and pronunciation notes

Click the Create another book workspace button on the

Book Template⁠

page

Add the chapters to the chapter table

If a new character shows up, just start typing their name in the column and they will be added to your characters table

Add any character details to the character table with notes on age, gender, vocal quality

For voice samples, either use the attach file column for a wav file or add a hyperlink to your dropbox, box, or google drive

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.