5 Ways to Automate the Important Parts of Your Business

By Jennie Lyon / February 4, 2021
5 Ways to Automate Your Business

How often do you find yourself overwhelmed by your daily to-do list? As a small business owner, I know how quickly a to-do list can balloon to impossible lengths. There are always so many things to get done and only so much time to do them.  When you run a small business, countless small tasks are on your shoulders as you must likely wear several different hats. In larger organizations, these tasks would be the responsibility of dedicated employees, but you likely can’t accord a full-time worker to take care of your social media, for example. While hiring a virtual…

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Best Steps to Automating Your Client Onboarding + New Checklist

By Jennie Lyon / July 29, 2020

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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