This video presented a step-by-step approach for small businesses to organize Google Drive files efficiently, with a folder system designed to reduce stress and increase productivity.
The recommended structure focuses on main business components—archive, business, clients, marketing/sales, and team—each further divided for clarity.
An infographic PDF and a free Social Media 101 guide are available for viewers, with access through provided links.
The main goal is to create an adaptable, easy-to-navigate system that supports daily business operations and team collaboration.
Action Items
Immediately – Tommy: Ensure the infographic PDF link below the video is working and accessible.
Immediately – Tommy: Verify the free Social Media 101 guide sign-up form is functioning and delivers the guide upon sign-up.
Ongoing – All viewers/business owners: Adapt and customize the provided file and folder structure to best suit individual business needs.
Promotional – Tommy/Marketing Team: Share the video and resource links across social channels and encourage viewers to subscribe and follow on Instagram.
Organizing Google Drive Files for Small Business
Begin with an "organized mindset," structuring files from general to detailed (big to small).
Suggested top-level folders: Archive, Business, Clients, Marketing/Sales, and Team.
Archive: For files unused in the last six months and not needed soon.
Business: Contains Business Development, Operations, Contracts, Financials, and Legal subfolders.
Business Development: Goals, research, R&D, project initiatives.
Business Operations: Overhead, insurance, other essentials to keep business running.
Contracts: 1099s, client and employee contracts, templates, W9s.
Financials: Organized by year, includes taxes, payroll, financial docs, budget templates, checklists.
Marketing/Sales: Contains Branding, Marketing (with subfolders for brand/content/email/paid advertising/social media/web marketing), and Sales (funnels, pricing, agreements, templates, training).
Team: Roles, resources, ongoing learning materials for staff.
Each folder is further divided to facilitate easy, quick file retrieval and promote workflow consistency.
Tips and Additional Resources
The system aims for simplicity, efficiency, and adaptability for different business models.
Businesses are encouraged to adjust the structure as needed.
An infographic and a Social Media 101 guide are offered as supplementary resources for viewers.
Decisions
Adopt a simple, modular Google Drive folder structure — Chosen for ease of use, scalability, and efficient file retrieval across different business functions.