8 Steps to Automating Your Client Onboarding + Free 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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5 Automation Tools that will Boost Your Marketing

By Jennie Lyon / January 28, 2020
5 automation tools that will boost your marketing

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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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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