7 Steps to Automating Your Client Onboarding + Free Checklist

By Jennie Lyon / January 24, 2017

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…

How to Write a Business Plan for Entrepreneurs + Free Template

By Jennie Lyon / January 17, 2017

Probably the single most helpful tool any entrepreneur can use to ensure the success of their venture is a business plan. Think of it as your road map to successfully running a small business. It will help you clearly envision your goals, and show you how to reach them from where you are. A business plan is essential for those starting a new business, but it is also helpful for established businesses to make one. You may gain new insights into how your business is running, and where you can make changes to improve efficiency and make more room for…

Still Haven’t Made Goals for the New Year? A Virtual Assistant Can Help!

By Jennie Lyon / January 10, 2017

The start of a new year always gets people motivated to make changes in their life, work on personal and professional development, and try new things. Unfortunately, a lot of people struggle to stay on track with their resolutions, and most get broken or forgotten by the time February rolls around. Maybe you broke them already? The last thing you want as a small business owner is for your new business goals to meet the same fate as that resolution to lose 5 pounds or eat more vegetables! [Tweet “It’s a new year, full of new opportunities to grow your…

Steps to Make the Coming Year the Best Business Year Yet

By Jennie Lyon / December 20, 2016

Well, we’ve almost made it through another year! I hope it was as good for your business as it was for mine, although I have some great suggestions if you didn’t meet all of your business goals this past year. The perfect time is coming up, in the lull between holiday gatherings and the new year starting in earnest, for you to take some steps for envisioning your next year in business. [Tweet “Come up with concrete plans and goals to make the New Year, your best year yet!”] One of the key practices you should adopt if you want…

Showing Client Appreciation is Essential and the Holidays are the Perfect Time!

By Jennie Lyon / November 8, 2016

Clients are the heart of your business, and you can’t afford to take them for granted. Without your clients, your business wouldn’t exist, so you always need to be considerate of their needs and appreciative for their patronage. The benefit to showing clients your appreciation is that it builds a strong connection with them, encouraging return business and making it more likely that they will refer others to you. Good client care is fundamental to the success of every business! While there are actions you can take year-round to let clients know how much you appreciate their business, the holidays…

Planning Ahead: How to Set a Short & Long Term Business Flow

By Jennie Lyon / November 1, 2016

Planning ahead of time is one of the most important skills for a business owner to develop, because the success of any small business depends on how well it flows. Unfortunately, most people are only good at planning a day or two in advance, or for the very long term—setting goals for the year or beyond. It is merging the two, and sticking to a plan for the week or month where most people get tripped up in their calendaring and organization. Successfully planning ahead and maintaining business flow becomes even more difficult around the holidays, where clients and collaborators…

How a Virtual Assistant Can Keep You in the Game While You Enjoy the Holidays

By Jennie Lyon / October 25, 2016

The holidays are fast approaching, Halloween is a little over a week away! Like many other entrepreneurs and small business owners, I’m sure you’re looking forward to them. After all, who doesn’t love spending time with family, enjoying the change of season, and attending celebrations and holiday dinners? Unfortunately, this is often also a busy time for small businesses, and all the extra workload can keep you from enjoying your holidays. Entrepreneurs, especially those working solo and/or from a home office, need to carefully protect their work-life balance. Do you need a vacation or some time working fewer hours in order…

The Importance of Visual Branding and How a Virtual Assistant Can Help

By Jennie Lyon / October 18, 2016

Branding encompasses all the ways a client or customer views and understands your business, including the visual presentation of your company’s website and print materials. Humans are visual creatures by nature, and one of the first judgments a potential client makes when interacting with your business for the first time is whether it looks trustworthy, current, and consistent. Visual branding goes beyond just logo design. Especially for a small business, using the same visual identity standards/style guides (fonts, colors, graphics) across your website and social media channels is key. Setting out these standards and making sure your company can be…

Why You Need an Editorial and Social Media Marketing Calendar

By Jennie Lyon / October 4, 2016

As the leaves begin to fall and we enter the last quarter of the calendar year, planning for the following one should be on your mind. Before the holidays eat up all your extra time and your client work doubles as the year comes to a close, you should spend some time thinking about how to improve your business’ online presence in the upcoming year. Early autumn is the perfect time to put together both an editorial and social media marketing calendar for 2017. Here are some reasons why these simple organizational tools can help grow your business next year. Editorial…

4 Simple Steps to Successfully Work With Challenging Clients

By Jennie Lyon / September 29, 2016

It doesn’t matter what industry you work in; challenging clients are something every entrepreneur will need to deal with at one point or another. (I am lucky, all of my clients are pretty darn wonderful!) It can be frustrating when a client assumes you can read their mind, or changes their expectations on a daily basis. This can especially become a challenge when you only interact with clients online, with no chance to meet face-to-face. Having run a virtual business for years now, I’m very well versed in working well with clients via online means. Even before I owned a virtual…