When I first launched my business, I was overwhelmed by scattered notes, ideas in my head, and a million to-dos on sticky notes. Sound familiar?
If you’ve got ideas flying at you from every direction—and no place to put them—let me introduce you to one of my favorite (and totally free) tools: Coda.
It’s like Google Docs, but smarter. You can use it to create a central hub for everything related to your business—from brainstorms to client notes to project plans.
Watch My Sneaky Coda Setup
How I Use Coda to Organize My Small Business
1. Start a New Doc
Head to coda.io, create a free account, and start a fresh doc. I like naming mine something like Business Hub or Brain Dump—because that’s what it is.
Head to coda.io, create a free account, and start a fresh doc. I like naming mine something like Business Hub or Brain Dump—because that’s what it is.
2. Create Pages for Key Areas
Coda lets you create pages within your doc, kind of like a mini website or digital binder. My go-to sections are:
Coda lets you create pages within your doc, kind of like a mini website or digital binder. My go-to sections are:
- Ideas
- To-Dos
- Meeting Notes
- Goals
- Content Planning
Everything stays in one place—no more bouncing between 5 different apps.
3. Use Smart Building Blocks
You can drag in checklists, tables, calendars, and more. Whether you’re tracking daily tasks, logging ideas, or mapping out your next offer—it’s all there and totally customizable.
You can drag in checklists, tables, calendars, and more. Whether you’re tracking daily tasks, logging ideas, or mapping out your next offer—it’s all there and totally customizable.
4. Use a Template (Or Steal Mine)
If you’re not sure where to start, Coda has a massive template gallery for everything from goal setting to project management. I often tweak a few to fit my biz workflows.
If you’re not sure where to start, Coda has a massive template gallery for everything from goal setting to project management. I often tweak a few to fit my biz workflows.
Why I Recommend Coda for Startups
- Free (and the free plan is genuinely useful)
- Flexible (adaptable to whatever you’re planning)
- Beautiful (because yes, visual calm matters)
- Centralized (you finally have a home base for everything)
Whether you're mapping out your next launch, organizing customer feedback, or just trying to get your ideas in order—Coda is a low-stress, high-impact way to make your brain feel less cluttered.
Need Help Setting Yours Up?
Reach out to me at TechnoMap—I can help you set up a starter doc that fits your biz style. Or follow me for more Simple Tech for Startups tips that make running your business easier (and way more organized).
