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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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How Automating Your Client Onboarding Can Change Everything + A Free Workbook!

By Jennie Lyon / October 23, 2018

One of the most time-consuming activities for a small business is client onboarding. There are so many steps necessary to give your customers your full focus and attention. By automating the process, you can free up SO much time that you can better spend actually serving their needs. If you are a small business owner with a limited, or non-existent staff, onboarding can take up a ton of your time. While larger businesses can afford to assign someone to handle these responsibilities, your onboarding process entirely relies on you. But what can you do? Well, the solution is automation! By…

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Feeling Overwhelmed? 5 Ways a Virtual Assistant Can Automate Your Systems!

By Jennie Lyon / September 5, 2017
5 ways a Virtual Assistant can automate your systems

Automation is the way of the future. Large businesses and corporations around the world have been taking advantage of automation for decades now, saving themselves huge amounts of time and money. With the advent of many affordable online automation services, and the skills and abilities of Virtual Assistants, automation is now in the hands of small business owners and entrepreneurs. By effectively utilizing a Virtual Assistant experienced in setting up and managing these automated systems, you can also save yourself a great deal of time and energy that you can then reinvest back into your business. #1: Social MediaSocial media…

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