How much time does it take you to onboarding for a new client? In short, a lot! If you know me, you know that I LOVE meeting new people. And that especially goes for new clients! When I have the opportunity to work with someone for the first time, I get super excited. I want to get to know them, their business, and their dreams and goals for the future. It’s one of my favorite parts of my job and I’m sure that you feel the same way when you land a new client of your own! Do you know…
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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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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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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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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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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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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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Onboarding new clients is one of the most time-consuming and important tasks for any small business. Ideally, your onboarding system should run smoothly and leave clients feeling taken care of, but in the messiness of real life, that doesn’t always happen. I find that the best way to manage onboarding successfully is to automate as much of the process as possible. Of course, you still need to give the prospects and new clients your personal time and attention! However, if you can leave all the details to be dealt with according to a set of basic procedures, it frees up…
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