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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. But as you gain more experience, you realize that the trick is to build up…

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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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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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