Once we've completed an onboarding video call with a client, we follow up with a summary email. We recommend you send this ASAP - same day at the latest - for three reasons: It will fill your client with confidence that they’ve hired someone with great follow-throughThey’ll be excited about handing work to you and more motivated to set you up before your first dayYour notes will make more ... Read on
Welcome Email
Once a client has decided to work with us, we book a time for their onboarding call and issue an invoice and service agreement. We then send a welcome email. For clients who engage us for EA services, we use the template below: ... Read on
Client Onboarding – Agenda, Prep & Post-meeting Steps
Before we get started working for a client, we always book an onboarding call to make sure we are on the same page in regards to priorities, schedule and methods of communication. We manage all our meeting preparation, agenda, minutes and follow up tasks in Asana. In this resource, you will get a peek at our Asana, a downloadable Asana template and a detailed overview of each step and ... Read on