8 Steps to Automating Your Client Onboarding + Free Workbook!

By Jennie Lyon / September 28, 2021
8 Steps to Automating Your Client Onboarding Free Workbook

When growing your business, probably the most vital component, second to, say, your product or service, is your clients. Where would you be without them? Home alone with a great coaching program you’ve rehearsed to yourself in the mirror countless times, that’s where! However, the process of getting and onboarding clients is a big undertaking, requiring savvy marketing and outreach to draw them to you. But let’s say you’ve done that part (as if you’ve been listening to my advice throughout my many, many blogs!) Clients are coming to you consistently. Great! So, now what? Well, if you’re going to…

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5 Ways to Wow with Your Client Onboarding + Free Workbook

By Jennie Lyon / May 18, 2021
JLVAS New Blog Images-5 ways to wow client with onboarding

I’m a huge believer in going the extra mile to “WOW” my clients. And it all begins in the first interaction I have with them: the client onboarding! It goes back to the earliest days of marketing before I started this business! In high school, I was a manager at Nordstrom. Yes, high school! As you can imagine being the youngest manager at Nordstrom made me really, really want to shine!  While I wasn’t wowing clients but instead customers, it was a huge deal to me! I wanted every customer to feel like LITERALLY the most important person in the…

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5 Ways to Automate the Important Parts of Your Business

By Jennie Lyon / February 4, 2021
5 Ways to Automate Your Business

How often do you find yourself overwhelmed by your daily to-do list? As a small business owner, I know how quickly a to-do list can balloon to impossible lengths. There are always so many things to get done and only so much time to do them.  When you run a small business, countless small tasks are on your shoulders as you must likely wear several different hats. In larger organizations, these tasks would be the responsibility of dedicated employees, but you likely can’t accord a full-time worker to take care of your social media, for example. While hiring a virtual…

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5 Ways to Show Client Appreciation with a Virtual Assistant

By Jennie Lyon / November 23, 2020
Show Client Appreciation This Holiday Season with A virtual Assistant

In some ways, this year feels like it has dragged on and on. And in other ways it feels like it’s zipping by! I realized this week is Thanksgiving! Then, I started to think how I haven’t started my holiday shopping yet! As a small business owner, there is nothing like shopping for client gifts to make the holiday stresses pile up! With Black Friday and Cyber Monday in front of us, small business owners are starting to think about finding the right gifts for their family and friends and CLIENTS too. You’re probably one of them and if you’re…

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How to Create a New Subscriber Nurture Sequence

By Jennie Lyon / October 20, 2020
How to Create A New Subscriber Nurture Sequence

Are you the kind of person who finds it easy to make new friends? Or are you more the type that prefers to meet and chat with people online? Either way, your skills are going to come in handy if you’re creating an email nurture sequence to entice new subscribers to become paying customers!  In business, it’s critical to always follow up on things. If you leave potential customers and clients to their own devices, the chances are that they will get distracted by their daily lives. To keep them as active prospects, you need to nurture the relationships. A…

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4 of the Best Tools for Starting Your Online Business 🔨

By Jennie Lyon / April 7, 2020
4 of the Best Tools for Starting Your Online Business

Do you have the right tools to run your online business? With countless businesses shifting to online-only, many long-time small business owners are worried that they might not have the tools they need to manage their business effectively. Keeping on-track when you’re working from home can be challenging, and without the right resources, it’s much, much harder. Thankfully, I’ve been working from home for years, so I can help. Here are some of what I consider to be indispensable tools for any online business, small, medium, or large. What’s even better is that most of them are 100% free for…

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5 Automation Tools That Will Boost Your Marketing

By Jennie Lyon / January 28, 2020
5 automation tools that will boost your marketing

What’s inside your small business toolbox? My husband and I are currently in the process of building a vacation house. And if there is one thing I’ve learned, it’s that there is a right tool for every job! This adage is true even in the small business world. There is a tool out there perfectly suited to every task. You only need to find it! And when you do, that tool could save you a crazy amount of time at your small business! Lacking time is one of the biggest challenges I face as a small business owner. There are…

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6 Steps to Creating an Onboarding System that Wows Your Clients!

By Jennie Lyon / August 6, 2019

Congratulations, you’ve landed the client of your dreams! Now the trick is to keep them!  Being a small business owner is a series of ups and downs. One minute, you’re on top of the world, doing the work you want to do with tons of clients. The next minute, some of those clients drop off, leaving you scrambling to find new ones. (Unless of course, you are ALWAYS marketing in the background!)  However, at times, it can be like the world’s most un-fun roller coaster. As you gain more experience. You realize that the trick is to build up a…

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Client Onboarding Automation is the Key to Business Success!

By Jennie Lyon / July 30, 2019

For some small businesses, getting a new client is “Good news, bad news” time. The good news is that you have a new client! The bad news is that if you don’t have an automated onboarding system, it can be a massive headache.  There is the first consultation, the follow-ups, sending/signing the contract, convincing them of the importance of filling out their client information form, invoices, scheduling your kick off call, learning their habits and preferences… It’s a ton of work! Of course, you can make things go much smoother by streamlining your entire client onboarding sequence. And a big…

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Is Your Client Onboarding Sequence Automated? It Should Be!

By Jennie Lyon / February 25, 2019

For me, landing a new client is a lot like Christmas! You know the feeling of excitement and anticipation seeing the gifts under the tree? You just can’t wait to unwrap them. That’s me with a new client. I can’t wait to dig into their business with them, learning everything I need to know to boost their business and help them reach the next level they’ve been striving for. Getting to know my new clients is an absolute joy… but boy oh boy, can it ever be time-consuming! Between the consult, the follow-ups, the contract signing, the welcome kit, invoicing,…

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