The Thanksgiving Approach to Client Onboarding

As my daughter and I were planning our big meal, it reminded me why having a Standard Operating Procedure (SOP) for onboarding clients is so important and necessary for our businesses. Just like planning the layout for a large meal, having a plan for bringing on our clients increases our chances of bringing it together successfully.  5 Reasons to Create an… Continue reading The Thanksgiving Approach to Client Onboarding

Making the Most of Email in Your Small Business

We all check our emails daily. Despite social media’s buzz, email quietly does the heavy lifting, keeping our work flowing smoothly. For small business owners, tapping into the full potential of email is a must. The trick? Ensuring your emails make a great first impression. Here are two common areas where even seasoned pros can stumble: The… Continue reading Making the Most of Email in Your Small Business