We assist small businesses to define and refine their processes, plan and build their web presence using current and emerging technologies.
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maintain and grow a crucial path to market and focus on growing your business
Feeling overwhelmed by scattered thoughts, tasks, and reminders? Zoho Notes might be the hidden gem inside Zoho Mail that helps you stay organised and productive — without leaving your inbox.
In this episode, Charly explores how to use Zoho Notes effectively from within the Mail interface and introduces the full Zoho Notebook experience for structured note-taking, to-do lists, and more.
📌 What you’ll discover:
✅ How to create and manage Notes directly in Zoho Mail
✅ The difference between Notes in Mail and the Zoho Notebook app
✅ How to use checklists, colour-coding, and tags for better organisation
✅ Why digital note-taking can streamline your day and reduce overwhelm
Whether you’re jotting quick ideas or tracking ongoing projects, Zoho Notes can simplify how you capture and access important info — right where your work happens.
💼 Try Zoho Mail (including Zoho Notes) here:
https://askcharlyleetham.com/likes/zohomail
(Charly receives a commission for purchases made from this link)
📢 Join the discussion in my community: https://askcharlyleetham.locals.com
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https://rumble.com/v6vu7vz-how-can-i-use-zoho-notes-for-better-productivity-2025544.html
Life is busy and there's just so many things to remember. What tools do you use to help you keep on top of ALL the things?
It's easy to react or respond quickly to messages and the like. It's better to do that mindfully. That's why I try to Practice The Pause.
December cash flow becomes problematic when clients shut down early, accounts teams disappear on holiday, and payments stall. Your expenses increase from holiday stock and staffing whilst income slows dramatically between mid-December and late January. Waiting until payment problems occur leaves you scrambling to chase invoices during the busiest time of year. Setting up automated reminders and recurring billing now prevents the cash flow crunch that catches many businesses off guard.
In this episode, Charly covers:
✅ Using recurring invoices to ensure billing happens automatically
📌 Setting up polite automated payment reminders before invoices become overdue
🔗 Sending invoices earlier with extended payment terms during December
✅ Configuring holiday-friendly wording in automated reminder templates
📌 Checking CRM and accounting system connections before the rush
🛡️ Scheduling thank-you messages that double as subtle payment nudges
Most payment delays during holiday periods are not intentional ...
Heading into the holiday period without confirming your critical systems are working creates unnecessary risk. Discovering your website is down, your payment processor has stopped working, or your contact forms are routing to deleted email addresses whilst you are trying to enjoy time off forces stressful emergency responses. Running systematic tech checks now means you can actually take your break knowing your business systems will function reliably without constant monitoring.
In this episode, Charly covers:
✅ Setting up website uptime monitoring and email delivery verification
📌 Testing payment systems, contact forms, and automation workflows
🔗 Creating proper backup systems with off-site storage before you leave
✅ Checking SSL certificate expiration dates to prevent website errors
📌 Ensuring team members have appropriate access to critical systems
🛡️ Configuring auto-responders, email forwarding, and calendar blocks
Small oversights compound during holiday periods when response times are ...
Heading into the holiday period without confirming your critical systems are working creates unnecessary risk. Discovering your website is down, your payment processor has stopped working, or your contact forms are routing to deleted email addresses whilst you are trying to enjoy time off forces stressful emergency responses. Running systematic tech checks now means you can actually take your break knowing your business systems will function reliably without constant monitoring.
In this episode, Charly covers:
✅ Setting up website uptime monitoring and email delivery verification
📌 Testing payment systems, contact forms, and automation workflows
🔗 Creating proper backup systems with off-site storage before you leave
✅ Checking SSL certificate expiration dates to prevent website errors
📌 Ensuring team members have appropriate access to critical systems
🛡️ Configuring auto-responders, email forwarding, and calendar blocks
Small oversights compound during holiday periods when response times are ...
