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Please enjoy a selection of some of my best free workbooks, checklists, business plans, templates, & graphics! Click the images below to download your favorites!

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Marketing | Happy Entrepreneur | Website Tools | Social Media | Webinars | Product Launches | Creating Content

Tools for Building & Growing your Business


Small businesses, even the most successful ones, often don’t have a big enough budget to hire an entire team of people. Sometimes it’s just two or three employees doing the job of ten (or even worse, it's just YOU). This is both stressful and unsustainable. One of the best solutions is to hire a virtual team to backup your in-office workers. In this workbook, I will tell you exactly what you want to look for from a virtual assistant to make sure you pick the best to work at your small business.


Whenever the beginning of the year comes up, I’m a big believer in creating a new business plan. A fresh start means that you can take all of the lessons you learned in the previous twelve months and put them into a revamped plan for the next twelve. This workbook will help walk you through it step-by-step, setting you up for business success!


Getting a new client is always a time of celebration, but trying to onboard them can be a huge time-sink. The solution is to automate much of the process, so you don’t have to do a thing. This can require pre-written emails, clearly laid out online documents, and more. If you want to get your client onboarding in shape, this 8-step workbook will give you a head start.


Working from home for the first time can be a challenge. There are countless potential distractions, from your kids to watching YouTube to the dishes in the sink. Without the right tools and procedures, productivity craters, leaving you feeling lazy and unfocused. But when you set up a smart schedule and structure for your day, you can get back on the productivity train and get more done than ever before! To help you figure out how to work remotely, I've created this workflow with tips, tricks, and suggestions that I've used over my 20 years of working from home!

Tools for Marketing Your Business


When it comes to your business, branding is everything! Coming up with what you need to consider for branding can be a bit overwhelming, and there is a lot more that goes into this process than you think. This workbook will get you thinking about not only the color and look of your brand but also your business values and what people will think of when they hear your name!


Are you having trouble building your email list? The best way to get people to opt-in is by offering them free and valuable content! By creating a fantastic lead magnet that aligns with your core offer, you will not only be proving the quality of your products and services, but also building a following that will help cement your future success!


Are you struggling to know your ICA inside and out? Do you have an exact vision of who your ICA is? This template is going to help you dig into those important details you need! Remember, you NEED to know your ICA before you can begin to market to them. Because if you are marketing to everyone, you are marketing to no one!


An out-of-date website can make your business look, well, out-of-business! With so many customers equating your online reputation with your real-world success, it’s more important than ever to make sure you have a robust online presence, including a great website and active social media. In this workbook, you’ll see exactly how your online presence needs to grow and expand if you want a sparkling online reputation.


While your business plan should include all of your long-term goals, it can be helpful to take a close look at each of them to determine if they are achievable in the near future. Sometimes, your business goals might be more long-term, other times they might be doable within the next few months. In this workbook, you will be able to refine your business goals and make sure that you’ll be ready to achieve them in the new year.

Tools for A Happy Entrepreneur


Even if you take extra special care to tidy up your workplace, it’s likely to need a good cleaning after a full year. Spring cleaning is the best time to give everything a new “coat of paint” and make sure there are no dust bunnies under the desk. It can sometimes help with the cleaning process if you have a checklist, so here is mine! In this workbook, I’ll take you through my usual spring cleaning process. I hope it will help with yours!


If you’re planning a well-earned vacation, you’re going to need to take some steps to make sure your small business will be appropriately managed while you’re gone. This workbook will walk you through that process and give you some tips about how you can make sure your small business will chug along without you while you’re taking a deserved break.

Tools for your Website


When was the last time you gave your website a checkup? Maybe you've never audited your website or it's been a while since you have and you have the plan to redesign it in the future. Whatever the case, if you haven't significantly updated your website in the last couple of years, chances are it's negatively impacting the overall user experience and customer journey. Worse yet, it isn't converting. Our step-by-step workbook will help get you started!


Are you struggling to get your website to show up in Google search results? If your business isn't showing up on the first couple of pages of Google search results, your ideal client will have a hard time finding you. This checklist will walk you through the most effective ways to bump your business up in search results. These tips are easy, actionable, and will make a huge difference for your business SEO. Remember, SEO is a must for any business looking to boost its online presence.

Tools for Growing your Social Media


If you want to extend your social media marketing reach, then the effective use of hashtags is a must! Unique hashtags are the perfect way to get people to notice you and your business, but coming up with them can be a pain. To save you some time (the most valuable resource of any small-business owners), I've put together this monthly hashtag calendar, with hashtags ranging from the common (Feb 14th - #valentinesday) to the utterly bizarre (July 14th - #sharkawarenessday)! #enjoy!


While social media marketing can be a lot of fun, it's also a lot of work! There are a series of tasks that you need to do on a regular basis to have an impact on social media and grow your community. Our social media checklist walks you through everything you need to do each week on all of the social media networks! Before you know it, you'll have a wonderful social media community full of engaged potential customers!


There’s nothing sadder than seeing a company that hasn’t updated their social media accounts in years. Social media marketing is an incredibly effective way to reach out to your audience with free content, offers, information, or just simple well wishes. If you want your business to be a success online, you’re going to need to jumpstart your social media game. These graphics will help you give your social media the kick in the pants it needs!


Facebook offers you one of the most robust and customizable ad tools available online today. With it, you can reach out to targeted audiences, focusing on everything from gender, to location, to income, to interests. It’s so incredibly easy… as long as you have a great ad to post. This workbook will help you learn how to write a great Facebook ad that converts!


If you want to increase engagement with your social media followers, then you're going to need an air-tight posting schedule. Regularly putting up content and promotions on Facebook, Twitter, and Instagram is a must, so be sure to never miss a post with this free social media calendar template. It's what I use to keep track of my posting schedule and I hope it's as useful to you as it is to me!


I’ve personally used Pinterest to great effect for my businesses. I’ve gained followers on multiple social media platforms, and even clients, all because they found me through Pinterest! Keeping your business’ Pinterest boards well curated and active isn’t a huge time investment, and it pays off if you have the right strategies in place. Today I’d like to share some of the tactics which have worked for me, and for the clients whose Pinterest accounts I manage! This infographic will help you jumpstart your Pinterest game!


There are so many different social media networks out there, each serving a different purpose. While Facebook connects you to all of your friends, Twitter allows you to share your thoughts in quick 280-character posts. Learning how to utilize the strengths of each social media network to get the word out about your business is the secret of online digital marketing. In this workbook, I will teach you how to get the most out of each social media network.

Tools for Launching your Webinar


Webinars are one of the best ways to expand your already existing audience while also positioning yourself as an expert in your field. Correctly written, they can be used to upsell your other products by giving people a taste of what you have to offer. Plus, you can use old webinars as video content for your digital marketing strategy. The trick is that they can be challenging to put together, but that’s why I created this workbook for you!


Hiring a virtual assistant who has experience in launching webinars will make the entire experience go smoother and give you a more polished product. A virtual assistant already knows all of the steps you need to take to build an engaging presentation that will get your clients talking! This checklist will show you how a virtual assistant can help prepare and monitor your webinar.

Tools for Launching your Product


For a small business, a product launch is like a birthday, New Years, Christmas, the Fourth of July, and a panic attack all in one! You’ve spent months putting together a brand-new product, and now it’s time to give it to the world. But to make it a success, you need to make sure it gets the perfect product launch. This workbook will provide you with everything you need to make sure that your next product launch goes off without a hitch!

Tools for Creating Amazing Content


Trying to get words down on the page can be tricky when you aren't quite sure how to start. To create a successful blog, you need to know all of the steps, from coming up with an eye-catching title to finishing it off with a compelling call-to-action. In this workbook, I'll break down the perfect blog into an easy-to-follow template that will have you writing your own content in no time!

Workbook & Checklist

A podcast is a great way to establish yourself as an expert in your field and guess what? It's fun too! In this workbook and checklist, I cover everything from prep, best practices, and spinning your content into other pieces of shareable content. This workbook and checklist have everything you need to launch your first podcast in record time!


Do you find yourself staring at a blank page every time you need to create content? Are you always scrambling at the last minute to write a blog or podcast/video script? Are you ready to get writing content for your online presence? This 3-month content calendar template is going to keep you inspired and get you creating consistent content that converts. Remember, you want to get the first 3 months filled up with topics asap! You'll feel so satisfied and you'll watch your business grow.

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Carter Oosterhouse

"Working with Jennie has streamlined our company and easily made us more efficient. For me, It’s always important to let the professionals do what they do best and just get out of the way. Jennie has instilled a trust factor for our company, which lets us put our focus in other areas."

CARTER OOSTERHOUSE is one of America’s most recognized lifestyle experts. Having carried many popular television series ranging from Trading Spaces and Red and Hot & Green to Million Dollar Rooms and Celebrity Motor Homes. Most recently, Carter played host to FYI’s Rowhouse Showdown and will be co-hosting ABC’s hit primetime series, The Great Christmas Light Fight.

Julie Revelant“Jennie’s digital marketing experience, combined with her excellent organizational skills, is a win-win for any small business. In fact, her social media efforts resulted in a 280% increase in email signups for my website!”

JULIE REVELANT is a health journalist and healthy school lunch advocate who teaches parents how to raise healthy kids who crave healthy food.

Fran Bishop"Before working with Jennie, it was challenging to keep our content and website refreshed and up to date. Often, we wouldn't notice that something was outdated on our website until it was too late. We knew what wasn't working, but we didn't know what we didn't know. Enter Jennie.

Jennie brought us fresh new marketing ideas to keep things moving and looking good on social media and the web. Her process is efficient, quick, and turn-key. Now, people understand exactly what we do and HOW WELL we do it before coming to the website. It's no longer an uphill battle to make a sale. Jennie's excellent eye for detail and content support is, no doubt, a key driver for this outcome.

Today's business landscape is competitive. Unless you have the budget for in-house support, you need to outsource communication, web development, and social media. Jennie does all that, and more!"

FRAN BISHOP of Aerobodies helps companies maximize their profits and strategic investments in human performance programs and wellness facilities.

Christina Hakkola“I am blown away. I seriously wanted to cry when I saw what an amazing job Jennie did for me (and for my clients) in such a short time. All of the content was fantastic, with no further edits required. ‘Thank you’ isn’t sufficient. I’m truly impressed and so grateful I found her.”

CHRISTINE HAKKOLA of Build Your Private Practice teaches therapists and counselors the precise steps to launch their private practice, attract dedicated clients, and simplify their business operation to create ease, flexibility, and financial security.

Summer Turner“I am so happy I hired Jennie! She’s a genius at what she does, allowing me to focus on what I’m good at, which are the fun, creative parts of being an entrepreneur. Every time I slide a task off my plate onto Jennie’s, she gets it done so quickly and efficiently that I’ve increased my own momentum. As a result, things are finally taking off in my business!

Jennie's guidance and advice keep me out of overwhelm and freak out mode. Her ‘high-touch’ philosophy means that she gets back to me almost instantly, and our weekly phone calls ensure that we stay on the same page. I have no idea how she stays so organized and on top of everything! I now consider her a vital member of my team!”

SUMMER TURNER helps introverted womanpreneurs who want a life and business of ease in flow in spiritual, personal, and financial alignment.

Stephanie Katherine“Jennie is my secret sauce! The startup phase of my new business was overwhelming me. I knew I needed a social media presence but did not know where to start, nor did I have the time to maintain it. Jennie has been awesome to work with! She created a wonderful digital presence for me online through my blog, Facebook, and Twitter. She keeps everything planned, scheduled, and maintained. I am amazed at how well she has gotten to know me and my business. She’s even able to write in “my voice”. Whenever I have had a few ideas I’d like to incorporate into my site, she would integrate them beautifully. This has been a huge help to me and allows me to better serve my clients and work on growing my business.”

STEPHANIE KATHERINE is a guide and mentor who empowers and provides ongoing support and guidance to set goals and make sustainable changes that improve health and happiness.

Stephanie Buehler

“I am a pro writer, so I tend to be picky about what gets put on my website. Jennie Lyon is the only person I’ve ever trusted to help me with blog posts and newsletters. With her great writing skills, she makes the entire process seamless. Honestly, I don’t know how she so consistently produces such great work, but I certainly appreciate it!”

STEPHANIE BUEHLER is a licensed psychologist and certified as a sex therapist and supervisor by the American Association of Sexuality Educators, Counselors, and Therapists. She is the author of several books, speaks at major conferences across the country and around the globe.

Deberah Bringelson"My fear of hiring a virtual assistant was, would they be competent, responsive, understand my wants and needs, and the big one, would they care as much about my business as I do? Would they only do what was asked, or would they be a proactive problem solver and really become a part of my team? Honestly, I expected the answers to all of those questions to be some version of “No”.

But Jennie has been a resounding “Yes”! Every time I give her a project or ask if she can help with something, her response is either “Yes,” or “I’ll figure it out.” And she does! Jennie just helped me with a big launch and I so appreciate all of the things that she took off of my plate. She did them, made them work, and then tested them to make sure they were right. It was a huge stress reliever for me.

As for my question of whether she cares about my business as much as I do, she does. She set up a whole new program for me, with items that needed to be done that I wasn’t even aware existed. Imagine my delight when I saw that, without even being asked, Jennie had done them for me! She could have skipped them. But she knew that they were important, so she just did them without prompting.

I truly appreciate the great work that Jennie does for me and my company. Her skills are a tremendous asset. I love how competent she is. Most of all, I love that she’s got the attitude and spirit to “figure it out” if that’s what’s required to get a project done or a problem solved."

DEBERAH BRINGELSON is probably best known for her creative ingenuity, tenacity, and leadership while negotiating the Virgin America deal between Sir Richard Branson and Arnold Schwarzenegger, for which she received the “Steal of the Year” award, for the deal that never should have happened. Deberah is an internationally recognized Business Development and Empowerment Expert, who has coached C-Suite Executives and consulted with companies in 16 countries.

Jennifer Brown“Before working with Jennie, I had no social media presence or internet marketing strategy to speak of. Thanks to her, now I do! She has helped me to exponentially grow my social media presence, develop an email subscriber list, create marketing launches, update/maintain my website, and write regular social media posts. Today, my social media and online marketing are on autopilot as she handles all of the details and timelines so that I don’t have too!

Jennie also helps me in many other aspects of my business including administration and client relations. She is a dream to work with – proactive, responsive, and diligent! Her work is top-notch and I’m grateful to her for all the help she gives me! Thanks to her contributions to my business, I have been able to double my revenue and better serve my clients.”

JENNIFER BROWN of Successful Culture International is a business-focused human resources leader who knows that a business is only as strong as it's people. Her goal is to provide thoughtful, specialized, and appropriate business solutions to challenging HR, leadership and organizational development issues.

Casey Sollock“Jennie has been so helpful in getting my new Squarespace website up to speed! Technology stresses me out… Thankfully, Jennie to the rescue! Everything I didn’t know how to do, she did. I only had to ask once and it was done in a timely manner. I have used her for multiple website projects and will absolutely be using her again in the future. It is without hesitation that I highly recommend Jennie for your virtual assisting needs. She will take the stress out of your business life. Guaranteed.”

CASEY SOLLCOCK is a faith-based holistic health coach, author, and speaker, helping women lose weight, improve health, and live their purpose with passion and energy!

Kim MooreJennie has accelerated my business brand through her social media management and has taught me a lot about the importance of having a robust digital presence.

As a business owner, I have always found Jennie to be responsive, experienced, and knowledgeable, with a fantastic positive attitude! She’s a tremendous asset, allowing me to focus on building my coaching business. Jennie is an inspiration to me as a true professional who leads a healthy lifestyle as a mother and wife. She always offers a healthy, connected, and caring example in everything she does.

I’m proud to have her on my team and recommend her to anyone seeking a virtual assistant.”

KIM MOORE has worked with hundreds of individuals and teams, from senior executives of global companies to emerging leaders in mid-size organizations. Her signature coaching style combines the basic tenets of neuroscience and leadership development to provide clients with customized, head- and heart-driven coaching.

Karen Post“Working with Jennie is beyond a pleasure! Investing in her services allowed me to be more productive and focus on what I do best. She is a detailed and organized problem solver who always meets deadlines with a positive attitude. I would highly recommend Jennie to anyone looking for reliable and professional support.”

KAREN POST of Home Frosting, Tampa Bay's premier luxury home staging, and interior design company.

Ralph Chavin“Jennie is responsive, articulate and wonderful to work with. She never makes you feel like what you are asking for is too much. Over the course of our relationship, Jennie has greatly increased our Facebook likes and Twitter followers. We trust her to manage all of our social media platforms, with very little input from us necessary. For a small start-up, you need someone who understands social media and your business. Having Jennie manage and maintain those platforms has relieved a lot of pressure and freed us up to focus on growing our business. If you find yourself struggling to get it all done, you really need to let some of that go, and Jennie is the person you can trust to do it.”

RALPH CHAVIN of NibMor Chocolate offers the most deliciously rich, better-for-you, organic dark chocolate anywhere. The perfect blend of simple and thoughtfully sourced ingredients – with all of the certifications the whole family can enjoy.