A discovery call is the first step to building a solid relationship with clients. The conversation touches on goals, challenges, and priorities that you can address in future interactions. It’s an opportunity for both parties to learn about each other, find commonalities, and determine if there’s a good fit. The rise in discovery calls seems to happen in waves. Small businesses, like ours, see a surge of discovery calls right around certain times of the year, for example New Year’s, at the beginning of spring, and just before the end of summer. By understanding the pattern behind the trend, you…
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In some ways, this year feels like it has dragged on and on. And in other ways it feels like it’s zipping by! I realized this week is Thanksgiving! Then, I started to think how I haven’t started my holiday shopping yet! As a small business owner, there is nothing like shopping for client gifts to make the holiday stresses pile up! With Black Friday and Cyber Monday in front of us, small business owners are starting to think about finding the right gifts for their family and friends and CLIENTS too. You’re probably one of them and if you’re…
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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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Do you have the right tools to run your online business? With countless businesses shifting to online-only, many long-time small business owners are worried that they might not have the tools they need to manage their business effectively. Keeping on-track when you’re working from home can be challenging, and without the right resources, it’s much, much harder. Thankfully, I’ve been working from home for years, so I can help. Here are some of what I consider to be indispensable tools for any online business, small, medium, or large. What’s even better is that most of them are 100% free for…
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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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