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The Small Business
Owner’s Pre-Vacation
workbook
JENNIE LYON DIGITAL MARKETING &
VIRTUAL ASSISTANT SERVICES
©2020 JENNIE LYON VIRTUAL ASSISTANT SERVICES JENNIELYON.COM
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Does Getting Ready for a Vacation Stress You Out?
Everyone loves a summer vacation, but taking one can seem impossible for busy
entrepreneurs.
When you run your own small business, it can consume all of your time and energy if you
aren't careful, and letting go can be difficult. Trust me when I say that I understand!
However, even passionate entrepreneurs need time to relax, and that means finding a
team that can keep your business running smoothly in your absence. When you have a
virtual team you trust, it makes taking time off much less stressful. The trick to developing
that trust is to get used to working with a virtual team long before your vacation is on the
horizon.
Start small: try outsourcing one or two recurring tasks that aren’t vitally important to the
function of your business. Seeing how a virtual team handles basic social media or
administrative tasks can reveal whether they understand your business. You can then
decide if they are capable of taking on more critical responsibilities. As you become more
comfortable passing off time-consuming work to your virtual team, you’ll be better able to
determine what needs to be put in order before you can take time away from the (home)
office!
To make things easier for you, I’ve created this checklist, designed with the small business
owner in mind! I’ve laid out all the important tasks you should finish, along with systems
you should have in place, before taking time off. I hope this will help you feel less stressed
so you will be better able to enjoy some well-deserved time away from work!
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FINISH WHAT YOU CAN AHEAD OF TIME
If there are tasks that you can do early, get them out of the way.
SCHEDULE EVERYTHING THAT WILL GO OUT WHILE YOU’RE GONE
Your email newsletters, social media posts, blogs, and any other content that can
be scheduled ahead of time should be.
GET YOUR VIRTUAL TEAM ORGANIZED
Make sure they know what needs to be worked on while you’re away. If they are
creating content while you're on vacation, be sure that they are scheduled ahead
of time. Have someone assigned to manage your social media accounts and
email, responding to any messages that come in.
INFORM YOUR CLIENTS
Sending out a polite message to your current clients at least a week before you
leave for vacation will help everyone be prepared. With plenty of notice, your
clients can ask any questions they may have, and you can work with them to
make sure there are no surprises.
FORWARD YOUR BUSINESS PHONE TO A VIRTUAL RECEPTION SERVICE
If you really want to disconnect, have someone else handle your phone calls and
take messages for you. You can let them know to contact you if any particular,
urgent matters pop up.
SET UP “OUT OF OFFICE” NOTIFICATIONS
Even if you have someone handling your email and social accounts, it’s basic
courtesy to have a vacation auto-responder in place. This way, new potential
clients aren’t turned off by any delay in hearing from you directly.
WORK A “CHEAT DAY” INTO YOUR VACATION SCHEDULE
Tell everyone you'll be back a day later than you actually plan to return. This
strategy will prevent possible travel delays from causing issues, and allow you to
slip back into your routine more easily.
PACK, AND RELAX
Don't pack at the last minute, or you'll likely forget something important. Create
a standard packing list that you can use before every vacation. Give yourself at
least a day to pack and do last-minute things around the house. A calm and
uncomplicated travel day will help you get into vacation mode quicker!
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About Jennie Lyon Digital
Marketing & Virtual Assistant
Services
We’re a full-service digital marketing & virtual assistant
firm that can handle all your business' needs, including
product launches, sales funnels, social media, email
marketing, copywriting, graphic design, and more! If
you're great at seeing the big picture, but realize that you
need a partner to ensure that nothing falls through the
cracks, let's chat!