To access this beginner and intensive automation training, you will be asked for an Keap ID. Get a Keap ID by starting a free trial of Keap Pro here. ... Read on
Client Compendium
At Thought Penny, we compile a Client Compendium as part of our onboarding process and keep adding to it as we work, so that it becomes a resource that covers every aspect of the work we do, to ensure our clients are questioned and disturbed as little as possible. These compendiums are used as the main source of information for each client and are updated every time we interact with them or learn ... Read on
Email Template: Onboarding Call Summary
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: Remember - they’re getting a VA to take work OFF their plate, so make your email easy to digest quickly for your time-poor client! For clients who engage us for EA services, we use the template below: ... Read on
Email Templates: 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 our sister business, Thought Penny, starts working for a client, they always: They manage all meeting preparation, agenda, minutes and follow-up tasks in Asana. In this resource, you will get a peek at their Asana, a downloadable Asana template and a detailed overview of each step and discussion item. Thought Penny provides general VA, virtual executive assistant (EA), and other ... Read on
Testing the Waters
In short, no you don't. In saying that, while you aren't busy with clients, now is the perfect time to get set up and work through tasks that many VAs (including us!) wish we had spent more time on before we became fully booked! It's free and easy to get set up and apply for an ABN if you plan on operating your virtual assistant business as a sole trader. You will need to seek personal ... Read on
Keap Max Classic (fka Infusionsoft)
To access this beginner and intensive automation training, you will be asked for a Keap ID. Get a Keap ID by starting a free trial of Keap Pro here. ... Read on