Emily Morgan

Delegate Solutions - President/ Founder
Voorhees, NJ
  • One of our favorite tools, now exclusively for business: Evernote Business – your company, only smarter. This amazing online tool comes available to you from evernote.com/business at only $10.00/user/month. With this you are able to centralize your company’s knowledge. From your company’s home, browse and join every notebook shared with your company and view the profiles of co-workers, including their shared content and recent activity. Hate creating presentations? Present your ideas in one click – rather than putting all your hard found research into a presentation, use the presentation mode to easily show your notes in a full screen layout. On the move? You are able to gain quick access anywhere on any device – even offline.

    Other awesome tidbits - build your knowledge together, discover what your team knows, and search across your company for knowledge and expertise – all right at the end of your fingertips. Other great uses include project coordination, companywide communica [...]

  • Google apps

    November 28, 2013

    This month our team did a training call with our good friend Mary Motz of ProVirtual Solutions. She’s an expert with Google Apps and we learned the following tips that might be helpful to you if you’re considering making the shift:

    - Google Apps is mapped to your specific domain so that everything you do is branded accordingly; all while still harnessing the awesome power of the Google interface.

    - It’s no longer free! $5 per user/per month

    - It can be setup to replace MS Outlook as a web-based option. There are tools available to sync to your calendar.

    - There is the option to setup a Marketplace Apps connection so that it can "play" with other online tools and services.

    - Be sure to always backup your Google Apps system. A few great tool options are: Spanning (for google apps) or Backupify (for Google apps and Gmail).

    Photo credit: "Apps Keys Shows Internet Application Or App", by Stuart Miles

  • New beginnings

    November 19, 2013

    It’s hard to believe we are already half-way through Q4! I hope this month has you well on the way to manifesting all of those awesome goals you set for the year! The secret I’ve learned about goals is that while it’s always crucial to have them to inform direction, it’s also just as important to accept and welcome that they can change. Sometimes, the change is out of our control, sometimes new priorities emerge and sometimes we need to just re-evaluate entirely and come up with new solutions.

    The big takeaway for me this year is that it’s never too late to re-boot, re-group or even completely start over. My life and my company look nothing like what I expected or envisioned for myself just a few years ago- even when I had the best information available. For better or worse, I choose to view the altered plan as an opportunity to take on new challenges and set even more elaborate goals than I would have thought possible just those few years ago. Someone once said that the differe [...]

  • Receipt organization

    November 5, 2013

    Who doesn’t despise all those pesky receipts and searching through tons of paperwork to find the right expense when it comes that time of the year?  Here are a couple examples of cool virtual receipt tools we use with clients to help keep yourself and your wallet a bit more organized.

    Expensify – Plainly stated, expense reports that don’t suck. Expensify lets you lose the paper receipts while never having to type detailed receipts again. There is unlimited storage and an auto-association tool that connects the receipts to your expenses. Expensify is a free tool that also carries expense reports, administration, compliance, mobile features, and seamless integration.  Includes a free mobile app and even captures mileage!

    Shoeboxed – A super-fast and simple way to turn your pile of receipts into digital data saving you time, money, and hassle. How you say? Simply send Shoeboxed your receipts, business cards, bills, or other documents via mail or email and everything will be caref [...]

  • Knowledge is power: Perks

    October 28, 2013

    Looking for  a  perks program for  your  team that offers  big  savings  for  them  without  breaking the bank?  Think  this is not an option for small business?  Meet Anyperk.com. AnyPerk  provides employee  perks  and  VIP treatment in fitness, telecom, entertainment, travel, and much more.  Over  2500 startups  and  small  businesses  are joined together offering their employees AnyPerk. This allows buying power to partner directly with amazing brands, bringing everyone incredible value and VIP treatment.  The cost?  About $5 per employee per month. Recently here at Delegate we rolled this out to our team as well and the savings speak for themselves. In just two months AnyPerk tracked over $1,000 of savings for our team on their private purchases. Features  include  a  custom  branded  employee portal with your logo, custom dashboard options, “request a perk,” and dedicated employee support.

    Photo credit: "Offer Word Shows Offerings Discounts Offers And Reductions", by Stuart [...]

  • Spooked by Sales?

    October 24, 2013

    Happy October!  Q4 is upon us and here at Delegate, the start of Fall marks the start of heavy sales work for me and my team this year.  In a business that has been built almost exclusively by word of mouth and referrals, having to become more intentional with our sales efforts makes we want to hide in a dark corner and eat LOTS of candy!  I share this with you because like any boot-strapping entrepreneur- no matter how scary the task, I am committed to putting on a brave face and figuring it out as I go.  That means lots of masterminding with peers, lots of reading and lots of creative research and development with my team.
    It also means re-framing the way I think about selling.   Dan Pink writes in To Sell is Human, “Like it or not, we’re all in sales!” It’s just one of the many hats we have to wear each day.  I choose to approach it with positivity and integrity- selling services that I know serve people and make a difference in their lives.  In this way sales just becomes a [...]

  • Just keep swimming

    October 3, 2013

    Happy Fall! Hope this issue of 12 finds you wrapping up a lovely, restful summer filled with amazing, happy, sunny memories. While we were in Maine last month, my son and I added a new member to our family! Meet Emmet (pictured on the right with my son Nathan)- our beautiful Cavalier King Charles Spaniel. Just to see him puts a smile on my face!

    I don’t know about you, but I am fall-obsessed! Sweaters, mums, hayrides, SBUX pumpkin spice lattes and cool fall nights bring me such refreshment! Nature always seems to bring us exactly what we need. For me, even though my summer was well-intentioned, it was also very challenging. Personally, I’ve had my plate full of some really difficult, distracting stuff. As if being an entrepreneur is not overwhelming enough, pile on “life” things and it’s easy to feel out of control. I am thankful that I have an amazing support system of family, friends, team and mentors around me. They provide peace, perspective and encouragement in times of unr [...]

  • Changes in US Patent Law

    August 22, 2013

    This past March, patent law made an important shift that all entreps should be aware of.  The new system is known as “first-to-file” which means patents go to the first entity to file an application. In the past, if you could prove that you were the first to invent the product, you were awarded a patent.  Additionally, patents will be judged against international inventions, not just those created in the US. 
    With these new rules: 1- Be sure to search the World Intellectual Property Organization’s Patentscope and the European Patent Office’s website.  2- Consider filing a “provisional application” which will hold your patent for one year-- only $130 for provisional filing!  The good news- the US Patent and Trademark Office is setting up pro-bono patent assistance centers across the country! Learn more: http://www.uspto.gov/inventors/proseprobono

    Photo credit: "Patented Stamp", by Stuart Miles

  • An Indulgent August

    August 13, 2013

    Happy August! Hard to believe there’s only a month left of summer then it’s back to the races. I hope you’re indulging in your favorite joys of the season.This week, my son and I head up to the coast of Maine for a three-week vacation with my family; hopefully we’ll make a dent on our summer bucket list items!

    In the E-Myth, Michael Gerber teaches that “the difference between great people and everyone else is that great people create their lives actively, while everyone else is created by their lives, passively waiting to see where life takes them next.” For me, the cool breezes and fresh, salty water are two great ways to clear my head and reflect on all that I want to create in my own life.

    In addition to lobstering and eating lots of blueberry ice cream, I plan to intentionally set aside some creative time for innovating and working ON my business. This part of my work has become one of my most favorite activities related to running the business, an indulgence if you will. P [...]

  • Keeping on top of active leads and managing the day to day relationship with clients is an area of your business that can’t be ignored.  We’ve helped many of our clients translate their piles of client notes and stacks of business cards into a system that works for them.   It’s important to understand the options and limitations of each system before investing the time in setting up your CRM.  The key here is that it needs to work for you so you will use it!
    Consider the following when selecting your CRM:
    - Integration: What other tools or systems are you currently utilizing that your new CRM will need to easily integrate with ?  Think: calendars, email, website, accounting, event software, email marketing, shopping carts.
    - Make a list of your must-haves. What are your top three requirements for your CRM?  Most CRMs will not be able to handle your lengthy list of requests so narrow it down.  Think: price, levels of access, analytics, contact categorization, lead or client [...]

  • Ever wish you could make updates to your files on your laptop and save them so that both you and your assistant can view the most recent version? We’re not talking annyoing email attachments or even Google docs here (which we also love for other reasons btw!). We’re talking Dropbox: all of your files saved and syncing seamlessly across all of your devices for easy sharing with anyone! Safe and secure, with a powerful admin console you can easily setup sharing controls and know that your files are protected and backed up to the cloud.

    Enough about the boring details…Here are some tips and suggestions on how to make this file sharing process easy breezy!

    .     Depending on the size of account you require and the size of files your syncing, you can have this awesome tool absolutely FREE! (Larger accounts are offered at a reasonable monthly or yearly fee) Sign yourself up for an account at http://www.dropbox.com

    .     Once your account is created, save documents to your Dropbox by [...]

  • Dave Ramsey’s “Entreleadership.”  One of Emily’s all time favorite business books-- get the highlighters out for this one!  When you started your business, did anyone teach you how to invest in your team? How to delegate so you could grow your company beyond you? Who taught you how to find the perfect hire or let people who weren’t a fit go with dignity? Leaders need answers to questions they don’t even know to ask. EntreLeadership provides the answers.  Dave’s even built out a full arm of his business on the topic including online resources, podcasts, live events and more!  Visit: http://www.Entreleadership.com
    We saw him speak at “Rock the World” this past spring.  The guy is just a fascinating thinker!  Simon Sinek’s “Start with Why” is another foundational read for solopreneurs. In studying the leaders who’ve had the greatest influence in the world, Simon Sinek discovered that they all think, act, and communicate in the exact same way-and it’s the complete opposite of what [...]

  • According to Entrepreneur magazine, their readers overwhelmingly cited “independence” as a main motivation for pursuing entrepreneurship. Not surprising considering autonomy is one of our fundamental human needs! To celebrate Independence day this year, take a moment to remember why you pursued entrepreneurship and working for yourself in the first place!

    We polled some ‘treps in our community and came up with this fun list of reasons to celebrate our independence!

    •I can wear PJs to work and meetings

    •I can’t get fired

    •I can try crazy ideas

    •I can buy a new company car

    •If I’m talking to myself, I can just claim it’s a board meeting

    •I can bake cupcakes in the middle of the day

    •I get to approve everything

    •I can shift my schedule to fit my day

    •I get to pick the people I want to work with

    •I know I’ve created something from nothing

    •I have freedom from working for someone else

    Do these resonate with you? Don’t forget to take some time to celebrate all the reasons [...]

  • Being Intentional

    July 1, 2013

    Happy  Independence  Day--  or  as  we  entreps  like  to  think  of  it,  “Independent’s  Day!”  July  4th  represents  what  entrepreneurship  is  all  about-freedom!  Freedom  to  try  new  things,  to  create  something  beautiful  from  nothing,  and  freedom  to  just  be  as  awesome  as  you  want!  Most importantly, freedom to spend our time as we like.  As the days and weeks continue to fly by, it’s easy to get lost in the momentum of it all; easy to lose track of our visions and goals both professional and personally.  This is where being intentional with how we focus our energy becomes critical.
    “Intentional” simply implies that purposeful planning is involved.  While this may be clear in our professional lives, it’s just as important in our personal lives.  For me, since I only have one child-  Nathan (pictured to the right) I’m constantly thinking about how quickly he is growing up-- he’s 6 already!  As the time is flying I’m working hard to be intentional with ou [...]

  • Our Fave Travel Tools

    June 25, 2013

    Summahtime.. Time to Sit Back and Unwind!  Travel got you stressing out?  Try some of our team’s favorite tools to help our clients get the best deals and stay organized!
    Organization: Rhonda’s fave- TripCase is great for travel itineraries. Email confirmations can be forwarded directly to them and it will appear in the trip log in a couple of minutes. Also offers pre-paid airport parking, flight cancellation alerts, alternative flight info, contact info for all of the hotels, airports, car rentals, etc. Allows for notes and trip info sharing with friends and calendar syncing.
    Alerts and Searches: Richard’s Fave- airfarewatchdog.com Program alerts with your favorite trips and each week it will tell you what the best deal is on each trip.  They use live agents (as opposed to automated web crawlers) to find the best deals. The company offers access to discounts from carriers such as Southwest Airlines that other competitors do not, and gives users access to deals that carriers [...]

  • It’s Your Business: 183 Essential Tips that Will Transform Your Small Business by JJ Ramberg is the critically acclaimed, Wall Street Journal best-seller and must-read for family-owned stores to venture capitalist-backed start ups alike. Not only do readers gain valuable advice from Ramberg, but the author has invited notable entrepreneurs such as Blake Mycoskie (TOMS shoes) and Guy Kawasaki (Apple), to share their experiences. The book covers a myriad of topics from human resources to finance, public relations to sales, by presenting simple and effective methods.
    The Pumpkin Plan: A Simple Strategy to Grow a Remarkable Business in Any Field by Mike Michalowicz is one of our all-time faves-- inspired by pumpkin farmers! Amidst the struggle of running his first business 24 hours a day, 7 days per week, Michalowicz  realized he could apply the pumpkin-growing process to his company. So what is the Pumpkin Plan, you ask? Plant the right seeds. Weed out the losers. Nurture the winn [...]

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