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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4 of the Best Tools for Starting Your Online Business 🔨

By Jennie Lyon / April 7, 2020
4 of the Best Tools for Starting Your Online Business

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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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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