There's very little in life that we can actually control. The best way to deal with the overwhelm of running a business is to focus on those things that we can control or at least set boundaries around, right?

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Technology is what allows me to have an online business. There are so many opportunities to grow and streamline things in my business with the latest apps and software. But there's this other side that really gets me upset — the amount of software apps and other technology that I have to wade through to get to the pieces that I need for my business.

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What does it look like to have an online calendar and scheduling system? For all you paper planner devotees, let’s talk about the benefits of moving all your scheduling to the cloud — both for your clients and your productivity.

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What makes a great client relationship management system?

Otherwise referred to as a CRM, client relationship management systems could be for clients or customers, depending on what type of business you have. I'm going to go through some highlights of what makes one great, and you can determine what would be the best one for you based on those criteria.

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When working with new or potential clients, we get a lot of questions like: “I think I need a virtual assistant, but I'm not sure what they should be doing. I don't know exactly how to best utilize them. There's so many different options, and so many different skill sets, I'm not sure where to start.”

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Did you know that in the early days of my business, I sent a contract and invoice from the bleachers at my son's baseball game? One of the main reasons I started this business was to be flexible for my family, and that means relying on technology every day.

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One of the best ways to continue the nurturing process after someone has said yes, or has signed a contract to be a new client, is to provide them with a great and thorough onboarding experience.

I always recommend having some sort of welcome packet, or at the very least an internal checklist of steps, to go through to make sure they feel comfortable, have what they need, and are ready to get started.

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Email marketing is still one of the biggest returns on investment in the game. I always talk about these critical automated emails as part of a lead magnet system. You want to make sure after the value you offer, giving them this great freebie, you want to incorporate nurturing and follow up into your process, and that it's automated so you don't have to think about it.

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People often come to me for some of our virtual assistant, business manager, or coaching services, and quickly learn what they’re looking for is doable — but it has a totally different name.

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