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6 Steps to Creating an Onboarding System that Wows Your Clients!

By Jennie Lyon / August 6, 2019

Congratulations, you’ve landed the client of your dreams! Now the trick is to keep them!  Being a small business owner is a series of ups and downs. One minute, you’re on top of the world, doing the work you want to do with tons of clients. The next minute, some of those clients drop off, leaving you scrambling to find new ones. (Unless of course, you are ALWAYS marketing in the background!)  However, at times, it can be like the world’s most un-fun roller coaster. But as you gain more experience, you realize that the trick is to build up…

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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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Is Your Client Onboarding Sequence Automated? It Should Be!

By Jennie Lyon / February 25, 2019

For me, landing a new client is a lot like Christmas! You know the feeling of excitement and anticipation seeing the gifts under the tree? You just can’t wait to unwrap them. That’s me with a new client. I can’t wait to dig into their business with them, learning everything I need to know to boost their business and help them reach the next level they’ve been striving for. Getting to know my new clients is an absolute joy… but boy oh boy, can it ever be time-consuming! Between the consult, the follow-ups, the contract signing, the welcome kit, invoicing,…

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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…

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