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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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It’s Time for a Mid-Year Business Plan Update!

By Jennie Lyon / July 9, 2019
Are You Going To Hit Your Annual Goals

Do you have a business plan? Something that I highly recommend all of my clients (and pretty much every entrepreneur) do is create a business plan at the beginning of the year. Spending the first week or so in January putting together a comprehensive business plan can pay off dividends for a small business through the new year. A business plan gives you a map, with goals and strategies that may help you confront the biggest challenges facing your business.  But here is the problem: plans change. Things change! Life happens! Maybe your business did even better than you expected…

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My Secret Tricks to My Workflow Success!

By Jennie Lyon / June 25, 2019

Do you have any tricks or tips that help get you through your daily workflow? Back when I first started my small business, my daily workflow was very different than it is now. There were very few applications out there that not only make my business easier to manage, but also helped me get so much more done throughout the course of my day. Today, I have tons of programs, automated processes, and other tools that help me be super productive from the first thing in the morning until the very end of the night. If you’ve ever been curious…

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