Digital Marketing Made Simple with Jennie Lyon artwork

#49 - 5 Ways to Wow with Your Client Onboarding + Free Workbook

Digital Marketing Made Simple with Jennie Lyon

English - May 18, 2021 08:00 - 18 minutes - 17.3 MB
Marketing Business Entrepreneurship virtual assistant digital marketing marketing online marketing small business entrepreneurs Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: #48 - How to Use Our Virtual Assistant Team for 2 Hours a Week to Grow Your Business
Next Episode: #50 - How to Create and Schedule a Year's Worth of Instagram Stories in One Morning

I love it when a new client signs on with us! But here is a dirty little secret… I used to dislike onboarding them!


The onboarding process can be a time-consuming pain-in-the-you-know-what for a small business owner. It involves a ton of back and forth, waiting, and data entry. That is, it does unless you decide to automate the entire process!


In this week’s episode, I’m going to be talking about some strategies you can use to automate the client onboarding process. With these techniques (and maybe some help from our team), you can get your new clients into your system in record time and with minimal hassle!


View complete details on my blog post!


Links For This Episode:

7 Steps to Automating Your Client Onboarding WorkbookVcitaFree ConsultationDownloadable Work Agreement/Contract


Get in touch with Jennie:

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