Insider Small Business

A Day in the Life of a Small Business Owner: Managing Everything from Your Phone

by Sasha Viasasha
September 1, 2017

How much time and money would you save if you started managing everything from your phone? At the first Code Conference in 2014, Salesforce CEO Marc Benioff announced:

"I run my business entirely on my phone. I believe this is the future."

That future has arrived. Business owners all over the world have given up taking a trip to the office, or given up the office itself, to work from a mobile device.

How?

If you need help picturing your entire office compacted into a handheld device, we’ve put together a sample day for you.

Coffee and revenue recognition

First order of business: breakfast with a customer at a local coffee shop. You listen to your customer’s goals and discuss a recent invoice. The customer asks if you can take payment right there. You say “Sure!” because your mobile phone is a cash register. You offer your customer a choice of a credit card reader or an ApplePay block from Square.

After you conclude the meeting, you auto-update your receipt into to your expense reporting app because your mobile phone is an accountant. While you are there, you review graphs and pie-charts on how your revenue is trending. You go over bills from contractors and check out the aging on your receivables.

Before you dive into the rest of your ToDo list, you take a moment for a financial pulse check. You look over your balance sheet, income statement and statement of cash flows, all of which have up-to-the-minute data thanks to your accounting app.  You are particularly interested in looking at the tax implications of your new coworking membership.

5 fundamentals of growth

Since you started running your business from a coworking space, you were able to get rid of all the expenses related to your office lease, equipment, insurance, office furniture and an antiquated desk phone network. You’re now in a good financial position to grow the business.

You review the five fundamental areas that need to grow in tandem to identify the biggest bottlenecks slowing your business down. Is it your team, your customers, your business model, your product or your financials? You jump on a brief phone call with your business partner to review strategies for growing your customer base.

After you hang up, you see you missed a call from an important prospect. It’s OK because your phone is a contact center. The Spoke AI assistant answered the call for you, but the client didn’t leave a message. From the Spoke app’s call log, you can see that no one from your team has called back that number yet. You return the call and Spoke makes sure that the CallerID number displayed is the company’s main number, not your personal cell number.

The trouble with Bali

You connect with the prospect and she wants to set up a demo. You say, “Absolutely!” because your phone is an event organizer. While on the line, you bring up the shared team calendar showing who is available when. The only time that works is next Thursday, when your software developer is meeting another prospect on the island of Bali.

No worries. You book the appointment because your phone is a teleconferencing hub. Your software developer can attend the meeting virtually via the Zoom app and even share his screen or send files though during the video call as needed.

All you need to do next is to write up a work proposal to email to along with the meeting agenda. When you reach your private office at the coworking location, you turn on your Virtual Laser that turns any flat surface into Bluetooth keyboard. Your phone connects wirelessly to the high-quality color printers at the coworking site. Your phone is now a document creation and publishing house.  

The remains of the day

Throughout the day, you can manage all your social media profiles and keep inbound marketing active with apps like HootSuite. There are a million more projects to start and fires to put out before the end of the day, but you can be sure that your mobile device can handle all of the them with the right apps in place. As the sun goes down, it’s time to fuel up with a free coffee (or free beer) courtesy of you cowoking membership. Set up your ToDo list for tomorrow and repeat as needed.

All of these apps and tools are available right now. No matter where you choose to do your work, your business phone system can run entirely on your existing smartphone. Download a free trial of the Spoke app to go truly mobile and open up a more productive way to conduct business in the 21st century.  

Selecting and Implementing a Business Phone System
A Simplified Guide to Choosing A New Business Phone System