1 • The #1 Way to Keep Everything Organized

00:37 I will be right back. Alrighty. I’ve reconfigured stuff a little bit. You’re on my second monitor, which is over here.
00:47 My main one. So I can look straight at you is in front of me. So you’re over here now. So I’m gonna move the microphone a little bit and you’re gonna see me looking off to the side.
00:54 That’s why, so you’ll see here, I have this browser window it’s gray. This is kind of my special browser for this course.
01:01 It is a completely brand new profile. So it’s exactly like what you’ll be working with. Meaning it’ll have none of my stuff in it and it’ll only have yours.
01:09 So when you go to the link, which is below the free companion worksheet is below this video in the notes you’ll see the link to get it.
01:18 You don’t have to like enter any email. You’ve done that probably like three times already to get to this point, you don’t have to enter anything.
01:25 It will take you to this document here. And this document is in a tool called notion and notion is I can’t even tell you how much I love notion.
01:37 I use it for every time. I, I, there’s just so many use cases. If you’re ever curious about how I use notion, I’d be happy to schedule a call with you and just geek out over it.
01:47 That’s how much I love it. But anyway this document is a document that you’ll be able to make a copy of and you’ll be able to enter into enter details into directly.
02:00 This is a, let me just scroll down a little bit. I can show you here. As you get through this, I’ve got like a tutorial video about how to make a copy, but I’m gonna show you that in here, so you don’t have to worry about watching it yourself.
02:10 I’m holding this highlighter. I don’t know why. but you’ll get down to this part, part of the document and it says business website assets, and this is where the magic of this document is.
02:21 There’s a chance I may update this before I push it to you because this is kind of the generic version for everyone.
02:27 But because you’re in a course already, I might streamline this. Ultimately, this is the section you’re looking for. And you’ll see here that you’ve got options for all different kind of stuff.
02:37 You’ll see that it’s grouped into setup, registration account domain, social media, hosting website, branded email, brand inspiration, FTP access site backup.
02:45 And then there’s one more, that’s little hiding down there. We are gonna cover in this mini course up to number six, up to the website portion.
02:55 There is actually a a note in one of the lessons about These brand inspiration exercises. There’s a, a bonus that I’ve got in there.
03:05 So that’ll also be kind of touched on a little bit in one of the lessons, but otherwise we’re gonna stop at about six in our, for our purposes.
03:13 And what you’re able to do is I’ve laid this out, that you can come in here and enter the assets.
03:19 Whenever you set this a little bit, that you, whenever you set something up, this is a place that you’re able to track it.
03:25 So everything is all in one place. You know, for instance, the business name that you’re using, if you wanna use this to kind of plan out your domain names, you can if, once you’ve settled on your.com domain, you check this same thing with social media.
03:39 Those will come in the later lessons. Then once you’re past that point and you’re actually registering for things where your registration accountants will talk about what that is in a later lesson.
03:48 But where you go log into that, what the username is, you’ll see here on most of these, I have a password hint notion doesn’t allow you to password protect at least yet a, a document.
03:58 So I don’t recommend entering passwords directly in this it’s worth noting. I should clarify notion itself. You have to log in, you’ll be creating an account with notion to, to work with this interactively.
04:10 And I’m gonna show you that in a second, but once you’re in notion, there’s no way to secure it beyond that.
04:15 And so I don’t recommend from a security standpoint, entering passwords directly, I do recommend setting up a hint to help you remember for the future, but given the way that I am having you in a couple lessons, configure your accounts, using this thing, I call a registration account.
04:29 Everything will point at one single account. So if you do lose a, a password, you’ll know that you just have to go to that one account.
04:35 And that’s where the, the reset will come back on this document though. The it gives you the option to add all of this stuff, the domain, the vendor that you’re using, the login URL, the all that stuff, every social media account that you have, you can add more.
04:51 I will show you that when we log in where you’re hosting is gonna be, and then your actual login for your website, all this stuff is gonna be in one place.
04:58 The beauty of something like this is that there’s a few things. One, it helps you keep track of everything. So you’ve got it in one place.
05:05 And when you, if, when you forget something, you go to that one thing. The second is if that you add anyone else to your team, or you start working with a web developer or designer, you’ve got everything in one place and you can give them access to this document so that they can get in more quickly.
05:22 Just a little side note. If you ever want something like that, I do web dev design for clients. And if you’re ever looking instead of this DIY approach from the course, if you want a done for you approach, definitely shoot me an email, anthony@courageandgrow.com.
05:38 And we can get that that conversation going, I’m gonna stop talking like that. Now. I don’t know what’s happening but the third and probably the most important benefit of this type of a worksheet is that if ever you experience a website disaster, such as you’ve got an outage, you’re a hosting provider goes off offline a little side note that Probably won’t happen with this provider because of how they have things set up.
06:00 It’s a cloud hosting tool, but you never know outages can happen and they can take stuff out in crazy ways.
06:06 So ever there’s an outage in your website, goes down, or you have some type of a breach and your website is broken.
06:12 Anything like that, having all of your assets, all of your credentials, everything in one place helps take the panic out of those situations because you’re not scrambling trying to find the basic stuff to get logged into something that you haven’t had to log into in months, right?
06:27 That is the big benefit of something like this. So it’s all in one place. All right, I’ve kind of shown you around already.
06:33 I’ve bounced around a little bit, but the last thing is how to make a copy. So what you need to do to use this worksheet is you need to come up here and choose duplicate.
06:41 And then since this won’t be logged in what it’s gonna do, it’s gonna force you to log in. If you don’t have an account already and you enter this here, it will have you set one up and then you’ll get logged in and it will allow you to duplicate this document into that account.
07:00 Let me pause the video really quickly to see if I can step around some stuff to make sure that I can show you everything.
07:07 So I’ll be right back and I’ll be right back . Okay. So there’s kind of an inherently awkward part about this, the way the lessons are structured and that we haven’t set up a registration account yet.
07:22 We will do that in a couple lessons. But for now using a personal address for registering this, in this case, I’m gonna use a site care.
07:30 The it’s another service that I offer for keeping your site backed up and, and safe. I’m gonna use that email address if I could spell and we’ll do like this.
07:43 So this way you can see what happened. So it says right here, we sent you a temporary login code. So what I have to do now is I’m gonna do this on my main monitor.
07:52 I’m gonna pull up the my email and I’m gonna grab that code out of my email. It’s just a, if I recall correctly, it’s just a string of random words.
08:03 And so in my case, right now, it’s worth noting. I’m looking at a Google account for this, and it’s in the updates tab.
08:11 I’ve seen it go to spam. So just be aware, it could be in one of your other tabs, but it’s a, it’s gonna be an email from notion.
08:18 And it says right here, let’s see. Yep. It’s an email from notion. It says we didn’t find a notion account associated with it.
08:26 So here is this code, so I’m gonna copy it and I’m gonna paste it and I’m gonna choose, create new account.
08:33 And then what will happen is this will allow us to onboard. So I’m gonna just call this site care. And then I’m gonna give it a password actually.
08:45 Yeah, that’s fine. And then I’m gonna continue get out a photo right now. I’m gonna choose not to save this that is fine.
08:55 And then we can skip this for now. And then I’m gonna say for myself and take me to notion once the account gets set up then you will see in your sidebar.
09:09 Now you have a copy of my business website set up an interactive worksheet. But the difference is from the version you were looking at previously, if I scroll down, now I can type into those boxes.
09:22 And this is your own form. This is not a linked form. This is not something that I will ever be able to see on my end.
09:28 Once you duplicate it, it creates a copy in your account and it lives in your account. So you are now able to use this document and I will prompt you throughout the course to come back in here and enter the stuff that we’re talking about.
09:44 So for instance, if when you register your domain, enter your domain in this worksheet, you’ll get a prompt from me and it will tell you where to go and how to enter it.
09:51 So I believe that’s everything. Let me go back to my list and double check, make sure I said everything to you.
09:58 Indeed. It is. So with that, we are at the end of this lesson and I will see you in the next video.