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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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How Automation and Outsourcing Can Grow Your Business Overnight

By Jennie Lyon / December 4, 2015

Efficiency. Productivity. Sustainability. Growth. These are important buzz words for any business, and particularly for small business owners and entrepreneurs. We’ve all heard it before; time is money. When the repetitive day-to-day tasks take up your valuable time, all of your effort is being funneled into sustaining your business, rather than growing it. To really grow your business, make improvements and engage new clients, you must free yourself up from those repetitive tasks that are bogging you down. Luckily, technology has made it possible to seamlessly delegate and automate your repetitive business tasks, giving you more time to focus on…

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