Keyboard shortcut - add a hyperink to text!
Keyboard shortcut - add a hyperink to text!
I don’t know about you, but I find adding a link to text in docs, sheets, emails, slide decks… tedious.
Soooo tedious…
And I do it often. So I looked up the keyboard shortcut - who doesn’t love shortcuts? Now I’m sharing it with you
Copy hyperlink = CTRL+C
Highlight link description text (Ie: Cloud Accounting Templates)
Double click is a quick way to highlight
This opens the dialog box for text and a hyperlink
You can also double-click your cursor on whitespace where you want to add the link and text
Add link = CTRL+K
If you double-clicked on whitespace you can now add any description text
Paste link = CTRL+V
Close & save = hit enter
This also works in many apps you may not have realized. Such as your website builder, Notion, and Canva to name a few.
And here’s a fun little idea to keep track of links you share often (for when you can’t use your Streamdeck) - craft up a spreadsheet of them. More on that coming up in another email, but here’s a hint; have at least one tabbed sheet for your social media links.
Featured Template
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Featured Template ~~~
15% off discount code: BLOG
Onboarding a new client is an opportunity to set the stage for a collaborative relationship.
Drop the ball during this critical process, and they may question their decision to add you to their trusted business team. Not to mention the wasted time and energy for you.
It takes immense energy and time for you to get the processes & systems mapped out tightly.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these spreadsheet templates make onboarding your new client harmonious and efficient.
What You Get:
Email templates
Google Form questionnaires with logic jumps (to vet the fit of prospective clients and gather key information)
Contracts (need to be legally vetted for your region)
Best Practice Notes
Checklists of tasks & to-dos (as a live link to a downloadable GSheet and enclosed in download as Excel formatted files)
This is a kickin’ start-to-finish onboarding system: vet clients, gather info, engage and smoothly integrate clients into your tech stack.
Join Your Peers Here
February 14th, 1 - 2pm Eastern
Swiping Right - Client Courtship, Engagement & Marriage
A six-part series, in Jason Staats’s Realize Community, on building a streamlined, kick-ass engagement process.
February is all about your sweethearts - apps and clients.
Let’s ensure you know who you want to let into your business! And what tech you need for a seamless onboarding experience.
We will work through what sweetheart tech you need for the onboarding process. Plus, we will list what can be automated in your process and what will require the human touch.
You will receive a tech evaluation worksheet to determine what apps you have and how they work for you, what apps you need, and what each one should be doing for you.
You will also noodle your way through your Sweetheart Client Profile Worksheet.
Register
Join me for a monthly masterclass on the lifecycle of a client engagement. From discovery & booking, clear through to re-engagement (and dis-engagement), learn what dating a client looks like in 2023 in a series I’ve developed just for the Realize Community.
Throughout the masterclass series, we will cover The technology you need and what can be automated, crafting your ideal client profile, the discovery process, file review & quoting, information gathering, contracting, tech implementation and education.
This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
Simply yours, Kellie :-}
::Shameless Call To Action::
I sell bookkeeping templates, standard operating process handbooks and client guides.
15% off discount code: BLOG
