We assist small businesses to define and refine their processes, plan and build their web presence using current and emerging technologies.
We provide ongoing support and advice to assist businesses to
maintain and grow a crucial path to market and focus on growing your business
Managing business relationships starts with knowing who’s who — and Zoho Contacts gives you a powerful, centralised way to keep your address book up to date and connected across your Zoho apps.
In this episode, Charly walks through how Zoho Contacts works, why it’s different from your regular email contact list, and how to use it effectively.
📌 You’ll learn:
✅ What Zoho Contacts are and where to find them
✅ How to add, edit, and organise contacts
✅ Syncing contacts across Outlook or GMail (Google Worksuite)
✅ Best practices for managing client, team, and vendor info in one place
Keep your contact list clean, searchable, and securely backed up — whether you're emailing, scheduling meetings, or managing your business day-to-day.
💼 Try Zoho Mail (including Zoho Contacts) here:
https://askcharlyleetham.com/likes/zohomail
(Charly receives a commission for purchases made from this link)
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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 ...
